Presima Securities’s Medical Properties Trust MPT Stock Holding History

Presima Securities’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	-753,468	Closed	-$3.7M	–	53
2023 Q4	$3.7M	Sell	753,468 -18,832	-2%	-$92.2K	0.83%	17
2023 Q3	$4.21M	Sell	772,300 -185,550	-19%	-$1.49M	1.09%	15
2023 Q2	$8.87M	Sell	957,850 -187,800	-16%	-$1.59M	2.43%	14
2023 Q1	$9.42M	Sell	1,145,650 -82,450	-7%	-$910K	2.67%	14
2022 Q4	$13.7M	Buy	1,228,100 +47,100	+4%	+$548K	3.94%	12
2022 Q3	$14M	Sell	1,181,000 -77,600	-6%	-$1.18M	4.16%	11
2022 Q2	$19.2M	Buy	1,258,600 +19,300	+2%	+$347K	4.72%	9
2022 Q1	$26.2M	Sell	1,239,300 -60,600	-5%	-$1.31M	5.32%	7
2021 Q4	$30.7M	Buy	1,299,900 +133,500	+11%	+$2.86M	5.25%	9
2021 Q3	$23.4M	Buy	+1,166,400	New	+$23.9M	4.19%	11

Other funds holding MPT

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Presima Securities's MPT Position: Q1 2024 in Review

Presima Securities sold out of Medical Properties Trust (MPT) in Q1 2024, closing a stake of 753,468 shares — an estimated $3.7M sold.

Presima Securities first reported a position in MPT in Q3 2021 and held it in 10 quarters. The position peaked at $30.7M in Q4 2021. 510 funds tracked by Wall St. Rank hold MPT as of Q1 2024.

Presima Securities reported no remaining Medical Properties Trust position as of Q1 2024 after selling out during the quarter.
Presima Securities sold 753,468 Medical Properties Trust shares in Q1 2024, an estimated $3.7M.
Presima Securities first reported a position in Medical Properties Trust in Q3 2021 and held it in 10 quarters.
Presima Securities's Medical Properties Trust position peaked at $30.7M in Q4 2021.
510 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2024.

Based on Presima Securities's 13F filing for Q1 2024, filed 16 Apr 2024.