PA
MPT

PFG Advisors’s Medical Properties Trust MPT Stock Holding History

PFG 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
Q3 		– Sell
-13,372
Closed -$124K – 660
2023
Q2 		$124K Buy
+13,372
New +$113K 0.01% 656
2019
Q1 		– Sell
-23,065
Closed -$419K – 302
2018
Q4 		$419K Buy
+23,065
New +$365K 0.13% 197

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

PFG Advisors's MPT Position: Q3 2023 in Review

PFG Advisors sold out of Medical Properties Trust (MPT) in Q3 2023, closing a stake of 13,372 shares — an estimated $124K sold.

PFG Advisors first reported a position in MPT in Q4 2018 and held it in 2 quarters. The position peaked at $419K in Q4 2018. 541 funds tracked by Wall St. Rank hold MPT as of Q3 2023.

  • PFG Advisors reported no remaining Medical Properties Trust position as of Q3 2023 after selling out during the quarter.
  • PFG Advisors sold 13,372 Medical Properties Trust shares in Q3 2023, an estimated $124K.
  • PFG Advisors first reported a position in Medical Properties Trust in Q4 2018 and held it in 2 quarters.
  • PFG Advisors's Medical Properties Trust position peaked at $419K in Q4 2018.
  • 541 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2023.

Based on PFG Advisors's 13F filing for Q3 2023, filed 13 Oct 2023.