PFA
MPT

Pathway Financial Advisers’s Medical Properties Trust MPT Stock Holding History

Pathway Financial Advisers’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
-12,701
Closed -$62.4K – 480
2023
Q4 		$62.4K Sell
12,701
-1,175
-8% -$5.75K 0.02% 212
2023
Q3 		$75.6K Buy
+13,876
New +$111K 0.03% 205
2023
Q1 		$119K Buy
14,527
+2,991
+26% +$33K 0.05% 180
2022
Q4 		$129K Buy
+11,536
New +$134K 0.05% 178

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

Pathway Financial Advisers's MPT Position: Q1 2024 in Review

Pathway Financial Advisers sold out of Medical Properties Trust (MPT) in Q1 2024, closing a stake of 12,701 shares — an estimated $62.4K sold.

Pathway Financial Advisers first reported a position in MPT in Q4 2022 and held it in 4 quarters. The position peaked at $129K in Q4 2022. 510 funds tracked by Wall St. Rank hold MPT as of Q1 2024.

  • Pathway Financial Advisers reported no remaining Medical Properties Trust position as of Q1 2024 after selling out during the quarter.
  • Pathway Financial Advisers sold 12,701 Medical Properties Trust shares in Q1 2024, an estimated $62.4K.
  • Pathway Financial Advisers first reported a position in Medical Properties Trust in Q4 2022 and held it in 4 quarters.
  • Pathway Financial Advisers's Medical Properties Trust position peaked at $129K in Q4 2022.
  • 510 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2024.

Based on Pathway Financial Advisers's 13F filing for Q1 2024, filed 29 May 2024.