New York Life Investment Management’s Medical Properties Trust MPT Stock Holding History

New York Life Investment Management’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
2024 Q4	–	Sell	-70,273	Closed	-$411K	–	851
2024 Q3	$411K	Sell	70,273 -25,061	-26%	-$124K	﹤0.01%	819
2024 Q2	$411K	Buy	95,334 +9,219	+11%	+$44.2K	﹤0.01%	812
2024 Q1	$405K	Sell	86,115 -2,258	-3%	-$8.64K	﹤0.01%	807
2023 Q4	$434K	Buy	88,373 +76,869	+668%	+$376K	﹤0.01%	940
2023 Q3	$62.7K	Sell	11,504 -29,604	-72%	-$237K	﹤0.01%	1293
2023 Q2	$381K	Buy	41,108 +19,840	+93%	+$168K	﹤0.01%	1076
2023 Q1	$175K	Sell	21,268 -1,768	-8%	-$19.5K	﹤0.01%	1192
2022 Q4	$257K	Buy	23,036 +1,761	+8%	+$20.5K	﹤0.01%	1147
2022 Q3	$252K	Buy	+21,275	New	+$322K	﹤0.01%	1148

Other funds holding MPT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

New York Life Investment Management's MPT Position: Q4 2024 in Review

New York Life Investment Management sold out of Medical Properties Trust (MPT) in Q4 2024, closing a stake of 70,273 shares — an estimated $411K sold.

New York Life Investment Management first reported a position in MPT in Q3 2022 and held it in 9 quarters. The position peaked at $434K in Q4 2023. 469 funds tracked by Wall St. Rank hold MPT as of Q4 2024.

New York Life Investment Management reported no remaining Medical Properties Trust position as of Q4 2024 after selling out during the quarter.
New York Life Investment Management sold 70,273 Medical Properties Trust shares in Q4 2024, an estimated $411K.
New York Life Investment Management first reported a position in Medical Properties Trust in Q3 2022 and held it in 9 quarters.
New York Life Investment Management's Medical Properties Trust position peaked at $434K in Q4 2023.
469 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2024.

Based on New York Life Investment Management's 13F filing for Q4 2024, filed 5 Feb 2025.