RIM
MPT

Rockbridge Investment Management’s Medical Properties Trust MPT Stock Holding History

Rockbridge Investment Management’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
2021
Q1 		– Sell
-54
Closed -$1K – 744
2020
Q4 		$1K Buy
54
+1
+2% +$19 ﹤0.01% 661
2020
Q3 		$1K Buy
53
+1
+2% +$19 ﹤0.01% 620
2020
Q2 		$1K Buy
+52
New +$921 ﹤0.01% 598

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Rockbridge Investment Management's MPT Position: Q1 2021 in Review

Rockbridge Investment Management sold out of Medical Properties Trust (MPT) in Q1 2021, closing a stake of 54 shares — an estimated $1K sold.

Rockbridge Investment Management first reported a position in MPT in Q2 2020 and held it in 3 quarters. The position peaked at $1K in Q4 2020. 548 funds tracked by Wall St. Rank hold MPT as of Q1 2021.

  • Rockbridge Investment Management reported no remaining Medical Properties Trust position as of Q1 2021 after selling out during the quarter.
  • Rockbridge Investment Management sold 54 Medical Properties Trust shares in Q1 2021, an estimated $1K.
  • Rockbridge Investment Management first reported a position in Medical Properties Trust in Q2 2020 and held it in 3 quarters.
  • Rockbridge Investment Management's Medical Properties Trust position peaked at $1K in Q4 2020.
  • 548 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2021.

Based on Rockbridge Investment Management's 13F filing for Q1 2021, filed 20 May 2021.