MFS
MPT

Mirabella Financial Services’s Medical Properties Trust MPT Stock Holding History

Mirabella Financial Services’s Portfolio MPT Stock Details MPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-12,853
Closed -$143K – 525
2022
Q4 		$143K Buy
+12,853
New +$149K 0.01% 337
2020
Q4 		– Sell
-16,332
Closed -$288K – 420
2020
Q3 		$288K Buy
+16,332
New +$304K 0.04% 216

Other funds holding MPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Mirabella Financial Services's MPT Position: Q1 2023 in Review

Mirabella Financial Services sold out of Medical Properties Trust (MPT) in Q1 2023, closing a stake of 12,853 shares — an estimated $143K sold.

Mirabella Financial Services first reported a position in MPT in Q3 2020 and held it in 2 quarters. The position peaked at $288K in Q3 2020. 629 funds tracked by Wall St. Rank hold MPT as of Q1 2023.

  • Mirabella Financial Services reported no remaining Medical Properties Trust position as of Q1 2023 after selling out during the quarter.
  • Mirabella Financial Services sold 12,853 Medical Properties Trust shares in Q1 2023, an estimated $143K.
  • Mirabella Financial Services first reported a position in Medical Properties Trust in Q3 2020 and held it in 2 quarters.
  • Mirabella Financial Services's Medical Properties Trust position peaked at $288K in Q3 2020.
  • 629 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2023.

Based on Mirabella Financial Services's 13F filing for Q1 2023, filed 12 May 2023.