ODG
MPT

O'Dell Group’s Medical Properties Trust MPT Stock Holding History

O'Dell 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
2024
Q1 		– Sell
-2,000
Closed -$9.82K – 333
2023
Q4 		$9.82K Buy
+2,000
New +$9.79K ﹤0.01% 351
2023
Q3 		– Sell
-285
Closed -$2.64K – 322
2023
Q2 		$2.64K Buy
+285
New +$2.41K ﹤0.01% 428
2022
Q2 		– Sell
-6,164
Closed -$130K – 519
2022
Q1 		$130K Buy
6,164
+25
+0.4% +$539 0.04% 98
2021
Q4 		$145K Buy
6,139
+29
+0.5% +$621 0.04% 87
2021
Q3 		$123K Buy
+6,110
New +$125K 0.04% 100

Other funds holding MPT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

O'Dell Group's MPT Position: Q1 2024 in Review

O'Dell Group sold out of Medical Properties Trust (MPT) in Q1 2024, closing a stake of 2,000 shares — an estimated $9.82K sold.

O'Dell Group first reported a position in MPT in Q3 2021 and held it in 5 quarters. The position peaked at $145K in Q4 2021. 510 funds tracked by Wall St. Rank hold MPT as of Q1 2024.

  • O'Dell Group reported no remaining Medical Properties Trust position as of Q1 2024 after selling out during the quarter.
  • O'Dell Group sold 2,000 Medical Properties Trust shares in Q1 2024, an estimated $9.82K.
  • O'Dell Group first reported a position in Medical Properties Trust in Q3 2021 and held it in 5 quarters.
  • O'Dell Group's Medical Properties Trust position peaked at $145K in Q4 2021.
  • 510 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2024.

Based on O'Dell Group's 13F filing for Q1 2024, filed 7 May 2024.