RJA
MPT

Raymond James & Associates’s Medical Properties Trust MPT Stock Holding History

Raymond James & 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
2019
Q3 		– Sell
-14,000
Closed -$1K – 3676
2019
Q2 		$1K Hold
14,000
– – ﹤0.01% 3624
2019
Q1 		$7K Buy
+14,000
New +$250K ﹤0.01% 3582

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SPC
Silver Point Capital Greenwich, Connecticut $1.3B AUM 18.3% 1-Year Est. Return

Raymond James & Associates's MPT Position: Q3 2024 in Review

Raymond James & Associates reduced its Medical Properties Trust (MPT) stake by 9.5% in Q3 2024, selling an estimated $106K and leaving 204,754 shares worth $1.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2572.

Raymond James & Associates first reported a position in MPT in Q2 2013 and has held it in 46 quarters since. The position peaked at $38.5M in Q2 2022. 506 funds tracked by Wall St. Rank hold MPT as of Q3 2024.

  • Raymond James & Associates held 204,754 shares of Medical Properties Trust worth $1.2M as of Q3 2024.
  • Raymond James & Associates sold 21,503 Medical Properties Trust shares in Q3 2024, an estimated $106K.
  • Medical Properties Trust made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #2572 holding.
  • Raymond James & Associates first reported a position in Medical Properties Trust in Q2 2013 and has held it in 46 quarters since.
  • Raymond James & Associates's Medical Properties Trust position peaked at $38.5M in Q2 2022.
  • 506 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.