Riverview Trust Company’s Medical Properties Trust MPT Stock Holding History

Riverview Trust Company’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	-9,128	Closed	-$49.7K	–	436
2023 Q3	$49.7K	Buy	9,128 +6,922	+314%	+$55.5K	0.04%	235
2023 Q2	$20.4K	Buy	+2,206	New	+$18.7K	0.02%	355
2022 Q4	–	Sell	-1,672	Closed	-$20K	–	811
2022 Q3	$20K	Buy	1,672 +918	+122%	+$13.9K	0.02%	368
2022 Q2	$12K	Buy	+754	New	+$13.6K	0.01%	645

Other funds holding MPT

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 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

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Riverview Trust Company's MPT Position: Q4 2023 in Review

Riverview Trust Company sold out of Medical Properties Trust (MPT) in Q4 2023, closing a stake of 9,128 shares — an estimated $49.7K sold.

Riverview Trust Company first reported a position in MPT in Q2 2022 and held it in 4 quarters. The position peaked at $49.7K in Q3 2023. 551 funds tracked by Wall St. Rank hold MPT as of Q4 2023.

Riverview Trust Company reported no remaining Medical Properties Trust position as of Q4 2023 after selling out during the quarter.
Riverview Trust Company sold 9,128 Medical Properties Trust shares in Q4 2023, an estimated $49.7K.
Riverview Trust Company first reported a position in Medical Properties Trust in Q2 2022 and held it in 4 quarters.
Riverview Trust Company's Medical Properties Trust position peaked at $49.7K in Q3 2023.
551 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2023.

Based on Riverview Trust Company's 13F filing for Q4 2023, filed 24 Jan 2024.