Operose Advisors’s Medical Properties Trust MPT Stock Holding History

Operose Advisors’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
2023 Q4	–	Sell	-2,500	Closed	-$13.6K	–	683
2023 Q3	$13.6K	Buy	+2,500	New	+$20K	0.01%	535

Other funds holding MPT

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

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Operose Advisors's MPT Position: Q4 2023 in Review

Operose Advisors sold out of Medical Properties Trust (MPT) in Q4 2023, closing a stake of 2,500 shares — an estimated $13.6K sold.

Operose Advisors first reported a position in MPT in Q3 2023 and held it in 1 quarter. The position peaked at $13.6K in Q3 2023. 551 funds tracked by Wall St. Rank hold MPT as of Q4 2023.

Operose Advisors reported no remaining Medical Properties Trust position as of Q4 2023 after selling out during the quarter.
Operose Advisors sold 2,500 Medical Properties Trust shares in Q4 2023, an estimated $13.6K.
Operose Advisors first reported a position in Medical Properties Trust in Q3 2023 and held it in 1 quarter.
Operose Advisors's Medical Properties Trust position peaked at $13.6K in Q3 2023.
551 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2023.

Based on Operose Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.