Sanders Morris Harris’s Medical Properties Trust MPT Stock Holding History

Sanders Morris Harris’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 Q3	–	Sell	-11,230	Closed	-$104K	–	268
2023 Q2	$104K	Hold	11,230	–	–	0.02%	241
2023 Q1	$92.3K	Hold	11,230	–	–	0.03%	133
2022 Q4	$125K	Hold	11,230	–	–	0.05%	187
2022 Q3	$133K	Sell	11,230 -6,800	-38%	-$103K	0.03%	260
2022 Q2	$275K	Hold	18,030	–	–	0.06%	223
2022 Q1	$381K	Hold	18,030	–	–	0.07%	201
2021 Q4	$426K	Sell	18,030 -2,000	-10%	-$42.8K	0.07%	189
2021 Q3	$402K	Hold	20,030	–	–	0.07%	198
2021 Q2	$403K	Buy	20,030 +230	+1%	+$4.92K	0.08%	203
2021 Q1	$421K	Hold	19,800	–	–	0.09%	182
2020 Q4	$431K	Hold	19,800	–	–	0.1%	175
2020 Q3	$350K	Buy	19,800 +2,000	+11%	+$37.2K	0.1%	184
2020 Q2	$335K	Hold	17,800	–	–	0.16%	77
2020 Q1	$0	Buy	17,800 +5,800	+48%	+$121K	﹤0.01%	246
2019 Q4	$222K	Sell	12,000 -5,800	-33%	-$117K	0.05%	255
2019 Q3	$348K	Buy	17,800 +5,800	+48%	+$107K	0.08%	184
2019 Q2	$209K	Hold	12,000	–	–	0.05%	247
2019 Q1	$222K	Hold	12,000	–	–	0.11%	104
2018 Q4	$193K	Hold	12,000	–	–	0.11%	100
2018 Q3	$179K	Hold	12,000	–	–	0.08%	122
2018 Q2	$168K	Hold	12,000	–	–	0.08%	127
2018 Q1	$156K	Hold	12,000	–	–	0.07%	131
2017 Q4	$166K	Hold	12,000	–	–	0.07%	115
2017 Q3	$157K	Hold	12,000	–	–	0.07%	122
2017 Q2	$155K	Hold	12,000	–	–	0.06%	116
2017 Q1	$155K	Hold	12,000	–	–	0.06%	132
2016 Q4	$148K	Hold	12,000	–	–	0.07%	111
2016 Q3	$178K	Hold	12,000	–	–	0.05%	144
2016 Q2	$182K	Hold	12,000	–	–	0.04%	212
2016 Q1	$156K	Buy	+12,000	New	+$137K	0.03%	291

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

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

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 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

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

Sanders Morris Harris's MPT Position: Q3 2023 in Review

Sanders Morris Harris sold out of Medical Properties Trust (MPT) in Q3 2023, closing a stake of 11,230 shares — an estimated $104K sold.

Sanders Morris Harris first reported a position in MPT in Q1 2016 and held it in 30 quarters. The position peaked at $431K in Q4 2020. 541 funds tracked by Wall St. Rank hold MPT as of Q3 2023.

Sanders Morris Harris reported no remaining Medical Properties Trust position as of Q3 2023 after selling out during the quarter.
Sanders Morris Harris sold 11,230 Medical Properties Trust shares in Q3 2023, an estimated $104K.
Sanders Morris Harris first reported a position in Medical Properties Trust in Q1 2016 and held it in 30 quarters.
Sanders Morris Harris's Medical Properties Trust position peaked at $431K in Q4 2020.
541 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2023.

Based on Sanders Morris Harris's 13F filing for Q3 2023, filed 5 Oct 2023.