M
MPT

MOTCO’s Medical Properties Trust MPT Stock Holding History

MOTCO’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
2022
Q4 		– Sell
-600
Closed -$7K – 645
2022
Q3 		$7K Buy
+600
New +$9.09K ﹤0.01% 536
2022
Q1 		– Sell
-374
Closed -$9K – 614
2021
Q4 		$9K Hold
374
– – ﹤0.01% 484
2021
Q3 		$8K Hold
374
– – ﹤0.01% 523
2021
Q2 		$8K Hold
374
– – ﹤0.01% 519
2021
Q1 		$8K Hold
374
– – ﹤0.01% 490
2020
Q4 		$8K Hold
374
– – ﹤0.01% 551
2020
Q3 		$7K Buy
+374
New +$6.96K ﹤0.01% 487
2014
Q1 		– Sell
-1,000
Closed -$12K – 576
2013
Q4 		$12K Hold
1,000
– – ﹤0.01% 426
2013
Q3 		$12K Hold
1,000
– – ﹤0.01% 423
2013
Q2 		$14K Buy
+1,000
New +$15.8K ﹤0.01% 422

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

MOTCO's MPT Position: Q4 2022 in Review

MOTCO sold out of Medical Properties Trust (MPT) in Q4 2022, closing a stake of 600 shares — an estimated $7K sold.

MOTCO first reported a position in MPT in Q2 2013 and held it in 10 quarters. The position peaked at $14K in Q2 2013. 639 funds tracked by Wall St. Rank hold MPT as of Q4 2022.

  • MOTCO reported no remaining Medical Properties Trust position as of Q4 2022 after selling out during the quarter.
  • MOTCO sold 600 Medical Properties Trust shares in Q4 2022, an estimated $7K.
  • MOTCO first reported a position in Medical Properties Trust in Q2 2013 and held it in 10 quarters.
  • MOTCO's Medical Properties Trust position peaked at $14K in Q2 2013.
  • 639 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2022.

Based on MOTCO's 13F filing for Q4 2022, filed 10 Feb 2023.