MCC
MPT

Money Concepts Capital’s Medical Properties Trust MPT Stock Holding History

Money Concepts Capital’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
-9,924
Closed -$111K – 1962
2022
Q4 		$111K Buy
+9,924
New +$115K ﹤0.01% 926
2022
Q2 		– Sell
-8,483
Closed -$179K – 2168
2022
Q1 		$179K Buy
+8,483
New +$183K 0.01% 786

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

Money Concepts Capital's MPT Position: Q1 2023 in Review

Money Concepts Capital sold out of Medical Properties Trust (MPT) in Q1 2023, closing a stake of 9,924 shares — an estimated $111K sold.

Money Concepts Capital first reported a position in MPT in Q1 2022 and held it in 2 quarters. The position peaked at $179K in Q1 2022. 629 funds tracked by Wall St. Rank hold MPT as of Q1 2023.

  • Money Concepts Capital reported no remaining Medical Properties Trust position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 9,924 Medical Properties Trust shares in Q1 2023, an estimated $111K.
  • Money Concepts Capital first reported a position in Medical Properties Trust in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Medical Properties Trust position peaked at $179K in Q1 2022.
  • 629 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.