SNB
MPT

Security National Bank’s Medical Properties Trust MPT Stock Holding History

Security National Bank’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
2024
Q1 		– Sell
-1,100
Closed -$5.4K – 304
2023
Q4 		$5.4K Buy
+1,100
New +$5.39K ﹤0.01% 273

Other funds holding MPT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Security National Bank's MPT Position: Q1 2024 in Review

Security National Bank sold out of Medical Properties Trust (MPT) in Q1 2024, closing a stake of 1,100 shares — an estimated $5.4K sold.

Security National Bank first reported a position in MPT in Q4 2023 and held it in 1 quarter. The position peaked at $5.4K in Q4 2023. 510 funds tracked by Wall St. Rank hold MPT as of Q1 2024.

  • Security National Bank reported no remaining Medical Properties Trust position as of Q1 2024 after selling out during the quarter.
  • Security National Bank sold 1,100 Medical Properties Trust shares in Q1 2024, an estimated $5.4K.
  • Security National Bank first reported a position in Medical Properties Trust in Q4 2023 and held it in 1 quarter.
  • Security National Bank's Medical Properties Trust position peaked at $5.4K in Q4 2023.
  • 510 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2024.

Based on Security National Bank's 13F filing for Q1 2024, filed 15 Apr 2024.