RBC
MPT

Roble Belko & Company’s Medical Properties Trust MPT Stock Holding History

Roble Belko & 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
2024
Q4 		– Sell
-251
Closed -$1K – 400
2024
Q3 		$1K Buy
+251
New +$1.24K ﹤0.01% 320
2016
Q4 		– Sell
-700
Closed -$10K – 401
2016
Q3 		$10K Buy
+700
New +$10.6K 0.01% 218

Other funds holding MPT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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

Roble Belko & Company's MPT Position: Q4 2024 in Review

Roble Belko & Company sold out of Medical Properties Trust (MPT) in Q4 2024, closing a stake of 251 shares — an estimated $1K sold.

Roble Belko & Company first reported a position in MPT in Q3 2016 and held it in 2 quarters. The position peaked at $10K in Q3 2016. 469 funds tracked by Wall St. Rank hold MPT as of Q4 2024.

  • Roble Belko & Company reported no remaining Medical Properties Trust position as of Q4 2024 after selling out during the quarter.
  • Roble Belko & Company sold 251 Medical Properties Trust shares in Q4 2024, an estimated $1K.
  • Roble Belko & Company first reported a position in Medical Properties Trust in Q3 2016 and held it in 2 quarters.
  • Roble Belko & Company's Medical Properties Trust position peaked at $10K in Q3 2016.
  • 469 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2024.

Based on Roble Belko & Company's 13F filing for Q4 2024, filed 14 Jan 2025.