RFN
MPT

RDA Financial Network’s Medical Properties Trust MPT Stock Holding History

RDA Financial Network’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
-11,199
Closed -$61K – 231
2023
Q3 		$61K Sell
11,199
-1,800
-14% -$14.4K 0.03% 217
2023
Q2 		$120K Hold
12,999
– – 0.05% 221
2023
Q1 		$107K Hold
12,999
– – 0.05% 217
2022
Q4 		$145K Buy
12,999
+398
+3% +$4.63K 0.07% 204
2022
Q3 		$149K Buy
12,601
+975
+8% +$14.8K 0.08% 189
2022
Q2 		$178K Hold
11,626
– – 0.09% 202
2022
Q1 		$246K Buy
11,626
+120
+1% +$2.59K 0.1% 190
2021
Q4 		$272K Sell
11,506
-855
-7% -$18.3K 0.11% 179
2021
Q3 		$248K Buy
12,361
+63
+0.5% +$1.29K 0.11% 187
2021
Q2 		$247K Sell
12,298
-1,262
-9% -$27K 0.11% 190
2021
Q1 		$289K Sell
13,560
-369
-3% -$7.93K 0.12% 174
2020
Q4 		$304K Buy
13,929
+519
+4% +$10.1K 0.14% 162
2020
Q3 		$236K Buy
13,410
+919
+7% +$17.1K 0.11% 186
2020
Q2 		$235K Buy
12,491
+266
+2% +$4.71K 0.12% 178
2020
Q1 		$211K Buy
12,225
+2,322
+23% +$48.5K 0.13% 163
2019
Q4 		$225K Buy
+9,903
New +$200K 0.09% 222

Other funds holding MPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

RDA Financial Network's MPT Position: Q4 2023 in Review

RDA Financial Network sold out of Medical Properties Trust (MPT) in Q4 2023, closing a stake of 11,199 shares — an estimated $61K sold.

RDA Financial Network first reported a position in MPT in Q4 2019 and held it in 16 quarters. The position peaked at $304K in Q4 2020. 552 funds tracked by Wall St. Rank hold MPT as of Q4 2023.

  • RDA Financial Network reported no remaining Medical Properties Trust position as of Q4 2023 after selling out during the quarter.
  • RDA Financial Network sold 11,199 Medical Properties Trust shares in Q4 2023, an estimated $61K.
  • RDA Financial Network first reported a position in Medical Properties Trust in Q4 2019 and held it in 16 quarters.
  • RDA Financial Network's Medical Properties Trust position peaked at $304K in Q4 2020.
  • 552 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2023.

Based on RDA Financial Network's 13F filing for Q4 2023, filed 12 Jan 2024.