RG
MPT

Retirement Group’s Medical Properties Trust MPT Stock Holding History

Retirement Group’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
-950
Closed -$8.8K – 813
2023
Q2 		$8.8K Hold
950
– – ﹤0.01% 430
2023
Q1 		$8K Buy
950
+350
+58% +$3.87K ﹤0.01% 429
2022
Q4 		$7K Hold
600
– – ﹤0.01% 402
2022
Q3 		$7K Buy
+600
New +$9.09K 0.01% 295
2019
Q4 		$1K Buy
+43
New +$871 ﹤0.01% 610

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 $34.8B AUM 20.7% 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

Retirement Group's MPT Position: Q3 2023 in Review

Retirement Group sold out of Medical Properties Trust (MPT) in Q3 2023, closing a stake of 950 shares — an estimated $8.8K sold.

Retirement Group first reported a position in MPT in Q4 2019 and held it in 5 quarters. The position peaked at $8.8K in Q2 2023. 541 funds tracked by Wall St. Rank hold MPT as of Q3 2023.

  • Retirement Group reported no remaining Medical Properties Trust position as of Q3 2023 after selling out during the quarter.
  • Retirement Group sold 950 Medical Properties Trust shares in Q3 2023, an estimated $8.8K.
  • Retirement Group first reported a position in Medical Properties Trust in Q4 2019 and held it in 5 quarters.
  • Retirement Group's Medical Properties Trust position peaked at $8.8K in Q2 2023.
  • 541 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2023.

Based on Retirement Group's 13F filing for Q3 2023, filed 6 Nov 2023.