RFM
MPT

Royal Fund Management’s Medical Properties Trust MPT Stock Holding History

Royal Fund 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
2020
Q2 		– Sell
-804
Closed -$13K – 404
2020
Q1 		$13K Hold
804
– – 0.01% 350
2019
Q4 		$16K Sell
804
-315
-28% -$6.38K ﹤0.01% 369
2019
Q3 		$21K Buy
1,119
+619
+124% +$11.4K 0.01% 321
2019
Q2 		$8K Hold
500
– – ﹤0.01% 398
2019
Q1 		$9K Hold
500
– – ﹤0.01% 375
2018
Q4 		$8K Hold
500
– – ﹤0.01% 362
2018
Q3 		$7K Hold
500
– – ﹤0.01% 356
2018
Q2 		$7K Hold
500
– – ﹤0.01% 385
2018
Q1 		$6K Sell
500
-591
-54% -$7.57K ﹤0.01% 379
2017
Q4 		$15K Buy
1,091
+591
+118% +$7.99K 0.01% 321
2017
Q3 		$6K Buy
+500
New +$6.44K ﹤0.01% 342

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Royal Fund Management's MPT Position: Q2 2020 in Review

Royal Fund Management sold out of Medical Properties Trust (MPT) in Q2 2020, closing a stake of 804 shares — an estimated $13K sold.

Royal Fund Management first reported a position in MPT in Q3 2017 and held it in 11 quarters. The position peaked at $21K in Q3 2019. 492 funds tracked by Wall St. Rank hold MPT as of Q2 2020.

  • Royal Fund Management reported no remaining Medical Properties Trust position as of Q2 2020 after selling out during the quarter.
  • Royal Fund Management sold 804 Medical Properties Trust shares in Q2 2020, an estimated $13K.
  • Royal Fund Management first reported a position in Medical Properties Trust in Q3 2017 and held it in 11 quarters.
  • Royal Fund Management's Medical Properties Trust position peaked at $21K in Q3 2019.
  • 492 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2020.

Based on Royal Fund Management's 13F filing for Q2 2020, filed 6 Aug 2020.