PA
MPT

Pinnacle Associates’s Medical Properties Trust MPT Stock Holding History

Pinnacle Associates’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
-23,430
Closed -$128K – 835
2023
Q3 		$128K Sell
23,430
-9,770
-29% -$78.3K ﹤0.01% 777
2023
Q2 		$307K Buy
+33,200
New +$281K 0.01% 668
2018
Q3 		– Sell
-11,800
Closed -$166K – 714
2018
Q2 		$166K Buy
+11,800
New +$156K ﹤0.01% 677
2018
Q1 		– Sell
-11,050
Closed -$152K – 703
2017
Q4 		$152K Sell
11,050
-200
-2% -$2.7K ﹤0.01% 659
2017
Q3 		$148K Sell
11,250
-1,250
-10% -$16.1K ﹤0.01% 647
2017
Q2 		$161K Hold
12,500
– – ﹤0.01% 651
2017
Q1 		$161K Sell
12,500
-2,225
-15% -$28.5K ﹤0.01% 637
2016
Q4 		$181K Sell
14,725
-587
-4% -$7.6K ﹤0.01% 615
2016
Q3 		$226K Sell
15,312
-800
-5% -$12.1K ﹤0.01% 582
2016
Q2 		$245K Sell
16,112
-100
-0.6% -$1.42K 0.01% 566
2016
Q1 		$210K Sell
16,212
-2,816
-15% -$32.1K ﹤0.01% 573
2015
Q4 		$219K Sell
19,028
-5,222
-22% -$59.6K ﹤0.01% 585
2015
Q3 		$268K Sell
24,250
-2,799
-10% -$34.7K 0.01% 546
2015
Q2 		$355K Sell
27,049
-748
-3% -$10.4K 0.01% 516
2015
Q1 		$410K Sell
27,797
-1,823
-6% -$27.1K 0.01% 492
2014
Q4 		$408K Buy
29,620
+8,676
+41% +$116K 0.01% 483
2014
Q3 		$257K Buy
20,944
+2
+0% +$27 0.01% 559
2014
Q2 		$277K Buy
20,942
+2
+0% +$27 0.01% 535
2014
Q1 		$268K Buy
+20,940
New +$269K 0.01% 526

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Pinnacle Associates's MPT Position: Q4 2023 in Review

Pinnacle Associates sold out of Medical Properties Trust (MPT) in Q4 2023, closing a stake of 23,430 shares — an estimated $128K sold.

Pinnacle Associates first reported a position in MPT in Q1 2014 and held it in 19 quarters. The position peaked at $410K in Q1 2015. 551 funds tracked by Wall St. Rank hold MPT as of Q4 2023.

  • Pinnacle Associates reported no remaining Medical Properties Trust position as of Q4 2023 after selling out during the quarter.
  • Pinnacle Associates sold 23,430 Medical Properties Trust shares in Q4 2023, an estimated $128K.
  • Pinnacle Associates first reported a position in Medical Properties Trust in Q1 2014 and held it in 19 quarters.
  • Pinnacle Associates's Medical Properties Trust position peaked at $410K in Q1 2015.
  • 551 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2023.

Based on Pinnacle Associates's 13F filing for Q4 2023, filed 19 Jan 2024.