Sarasin & Partners’s Medical Properties Trust MPT Stock Holding History

Sarasin & Partners’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 Q1	–	Sell	-6,106,507	Closed	-$68M	–	87
2022 Q4	$68M	Sell	6,106,507 -507,489	-8%	-$5.9M	0.89%	38
2022 Q3	$78.4M	Sell	6,613,996 -3,092	-0%	-$46.8K	1.09%	37
2022 Q2	$101M	Buy	6,617,088 +1,363,968	+26%	+$24.5M	1.27%	34
2022 Q1	$111M	Buy	5,253,120 +3,776,816	+256%	+$81.4M	1.12%	35
2021 Q4	$34.9M	Buy	1,476,304 +806,796	+121%	+$17.3M	0.32%	55
2021 Q3	$13.4M	Sell	669,508 -29	-0%	-$594	0.14%	63
2021 Q2	$13.5M	Buy	+669,537	New	+$14.3M	0.14%	62

Other funds holding MPT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Sarasin & Partners's MPT Position: Q1 2023 in Review

Sarasin & Partners sold out of Medical Properties Trust (MPT) in Q1 2023, closing a stake of 6,106,507 shares — an estimated $68M sold.

Sarasin & Partners first reported a position in MPT in Q2 2021 and held it in 7 quarters. The position peaked at $111M in Q1 2022. 628 funds tracked by Wall St. Rank hold MPT as of Q1 2023.

Sarasin & Partners reported no remaining Medical Properties Trust position as of Q1 2023 after selling out during the quarter.
Sarasin & Partners sold 6,106,507 Medical Properties Trust shares in Q1 2023, an estimated $68M.
Sarasin & Partners first reported a position in Medical Properties Trust in Q2 2021 and held it in 7 quarters.
Sarasin & Partners's Medical Properties Trust position peaked at $111M in Q1 2022.
628 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2023.

Based on Sarasin & Partners's 13F filing for Q1 2023, filed 27 Apr 2023.