OI
MPT

Oakbrook Investments’s Medical Properties Trust MPT Stock Holding History

Oakbrook Investments’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
2020
Q1 		– Sell
-28,600
Closed -$604K – 352
2019
Q4 		$604K Buy
28,600
+4,200
+17% +$85K 0.12% 277
2019
Q3 		$477K Buy
24,400
+2,700
+12% +$49.6K 0.03% 389
2019
Q2 		$378K Buy
21,700
+1,300
+6% +$23.4K 0.02% 446
2019
Q1 		$378K Buy
20,400
+600
+3% +$10.7K 0.02% 449
2018
Q4 		$318K Sell
19,800
-3,000
-13% -$47.5K 0.02% 458
2018
Q3 		$340K Buy
22,800
+5,800
+34% +$84.6K 0.02% 519
2018
Q2 		$239K Buy
17,000
+400
+2% +$5.3K 0.02% 502
2018
Q1 		$216K Buy
16,600
+1,250
+8% +$16K 0.01% 541
2017
Q4 		$212K Sell
15,350
-400
-3% -$5.41K 0.01% 531
2017
Q3 		$207K Buy
15,750
+300
+2% +$3.86K 0.01% 541
2017
Q2 		$199K Buy
15,450
+3,850
+33% +$51.3K 0.01% 509
2017
Q1 		$150K Sell
11,600
-1,700
-13% -$21.7K 0.01% 518
2016
Q4 		$164K Buy
13,300
+3,300
+33% +$42.7K 0.01% 543
2016
Q3 		$148K Buy
+10,000
New +$151K 0.01% 536

Other funds holding MPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Oakbrook Investments's MPT Position: Q1 2020 in Review

Oakbrook Investments sold out of Medical Properties Trust (MPT) in Q1 2020, closing a stake of 28,600 shares — an estimated $604K sold.

Oakbrook Investments first reported a position in MPT in Q3 2016 and held it in 14 quarters. The position peaked at $604K in Q4 2019. 495 funds tracked by Wall St. Rank hold MPT as of Q1 2020.

  • Oakbrook Investments reported no remaining Medical Properties Trust position as of Q1 2020 after selling out during the quarter.
  • Oakbrook Investments sold 28,600 Medical Properties Trust shares in Q1 2020, an estimated $604K.
  • Oakbrook Investments first reported a position in Medical Properties Trust in Q3 2016 and held it in 14 quarters.
  • Oakbrook Investments's Medical Properties Trust position peaked at $604K in Q4 2019.
  • 495 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2020.

Based on Oakbrook Investments's 13F filing for Q1 2020, filed 22 Apr 2020.