Rowland Carmichael Advisors’s Medical Properties Trust MPT Stock Holding History

Rowland Carmichael Advisors’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
2020 Q4	$349K	Buy	16,020 +2,160	+16%	+$42.1K	0.11%	196
2020 Q3	$244K	Buy	13,860 +1,210	+10%	+$22.5K	0.1%	237
2020 Q2	$238K	Buy	+12,650	New	+$224K	0.1%	232
2018 Q4	–	Sell	-34,574	Closed	-$515K	–	342
2018 Q3	$515K	Hold	34,574	–	–	0.2%	132
2018 Q2	$485K	Buy	34,574 +5,820	+20%	+$77.1K	0.21%	130
2018 Q1	$374K	Sell	28,754 -203	-0.7%	-$2.6K	0.2%	150
2017 Q4	$399K	Buy	+28,957	New	+$391K	0.21%	144
2017 Q3	–	Sell	-12,982	Closed	-$167K	–	302
2017 Q2	$167K	Buy	12,982 +1,000	+8%	+$13.3K	0.1%	230
2017 Q1	$154K	Buy	+11,982	New	+$153K	0.09%	226

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Rowland Carmichael Advisors's MPT Position: Q4 2020 in Review

Rowland Carmichael Advisors increased its Medical Properties Trust (MPT) stake by 16% in Q4 2020, buying an estimated $42.1K and bringing the position to 16,020 shares worth $349K. The position accounts for 0.11% of the portfolio, ranked #196.

Rowland Carmichael Advisors first reported a position in MPT in Q1 2017 and has held it in 9 quarters since. The position peaked at $515K in Q3 2018. 537 funds tracked by Wall St. Rank hold MPT as of Q4 2020.

Rowland Carmichael Advisors held 16,020 shares of Medical Properties Trust worth $349K as of Q4 2020.
Rowland Carmichael Advisors bought 2,160 Medical Properties Trust shares in Q4 2020, an estimated $42.1K.
Medical Properties Trust made up 0.11% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #196 holding.
Rowland Carmichael Advisors first reported a position in Medical Properties Trust in Q1 2017 and has held it in 9 quarters since.
Rowland Carmichael Advisors's Medical Properties Trust position peaked at $515K in Q3 2018.
537 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.