NFG
MPT

Next Financial Group’s Medical Properties Trust MPT Stock Holding History

Next Financial Group’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
2021
Q4 		$317K Buy
13,431
+3,339
+33% +$71.5K 0.02% 711
2021
Q3 		$203K Buy
10,092
+5,142
+104% +$105K 0.02% 828
2021
Q2 		$100K Buy
+4,950
New +$106K 0.01% 1111
2021
Q1 		– Sell
-5,220
Closed -$114K – 2601
2020
Q4 		$114K Buy
+5,220
New +$102K 0.01% 912
2020
Q2 		– Sell
-897
Closed -$16K – 1386
2020
Q1 		$16K Sell
897
-600
-40% -$12.5K ﹤0.01% 1367
2019
Q4 		$32K Buy
1,497
+400
+36% +$8.1K ﹤0.01% 1369
2019
Q3 		$22K Hold
1,097
– – ﹤0.01% 1404
2019
Q2 		$19K Buy
1,097
+1,049
+2,185% +$18.9K ﹤0.01% 1484
2019
Q1 		$1K Buy
+48
New +$856 ﹤0.01% 1567
2017
Q4 		– Sell
-1,400
Closed -$18K – 964
2017
Q3 		$18K Sell
1,400
-3,713
-73% -$47.8K 0.01% 1010
2017
Q2 		$66K Buy
5,113
+520
+11% +$6.92K 0.02% 689
2017
Q1 		$60K Buy
4,593
+404
+10% +$5.17K 0.02% 659
2016
Q4 		$52K Buy
4,189
+2,686
+179% +$34.8K 0.01% 946
2016
Q3 		$22K Buy
1,503
+503
+50% +$7.61K ﹤0.01% 1317
2016
Q2 		$15K Buy
+1,000
New +$14.1K ﹤0.01% 1068
2014
Q4 		– Sell
-1,450
Closed -$18K – 2167
2014
Q3 		$18K Buy
+1,450
New +$19.3K ﹤0.01% 1473

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Next Financial Group's MPT Position: Q4 2021 in Review

Next Financial Group increased its Medical Properties Trust (MPT) stake by 33% in Q4 2021, buying an estimated $71.5K and bringing the position to 13,431 shares worth $317K. The position accounts for 0.02% of the portfolio, ranked #711.

Next Financial Group first reported a position in MPT in Q3 2014 and has held it in 16 quarters since. 634 funds tracked by Wall St. Rank hold MPT as of Q4 2021.

  • Next Financial Group held 13,431 shares of Medical Properties Trust worth $317K as of Q4 2021.
  • Next Financial Group bought 3,339 Medical Properties Trust shares in Q4 2021, an estimated $71.5K.
  • Medical Properties Trust made up 0.02% of Next Financial Group's portfolio in Q4 2021, its #711 holding.
  • Next Financial Group first reported a position in Medical Properties Trust in Q3 2014 and has held it in 16 quarters since.
  • 634 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.