SBIA
MPT

Sheaff Brock Investment Advisors’s Medical Properties Trust MPT Stock Holding History

Sheaff Brock Investment 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
2023
Q3 		– Sell
-14,973
Closed -$139K – 483
2023
Q2 		$139K Sell
14,973
-10,185
-40% -$86.1K 0.01% 443
2023
Q1 		$207K Buy
25,158
+2,135
+9% +$23.6K 0.02% 426
2022
Q4 		$256K Buy
23,023
+2,810
+14% +$32.7K 0.03% 371
2022
Q3 		$240K Buy
20,213
+1,203
+6% +$18.2K 0.03% 378
2022
Q2 		$290K Sell
19,010
-9,495
-33% -$171K 0.02% 348
2022
Q1 		$602K Sell
28,505
-4,965
-15% -$107K 0.04% 249
2021
Q4 		$791K Buy
33,470
+110
+0.3% +$2.36K 0.05% 210
2021
Q3 		$670K Buy
33,360
+850
+3% +$17.4K 0.05% 219
2021
Q2 		$653K Buy
32,510
+250
+0.8% +$5.35K 0.05% 223
2021
Q1 		$686K Sell
32,260
-1,243
-4% -$26.7K 0.05% 203
2020
Q4 		$730K Buy
33,503
+1,620
+5% +$31.6K 0.06% 184
2020
Q3 		$562K Sell
31,883
-3,500
-10% -$65.1K 0.05% 203
2020
Q2 		$665K Buy
35,383
+2,600
+8% +$46K 0.07% 191
2020
Q1 		$567K Sell
32,783
-16,632
-34% -$348K 0.08% 170
2019
Q4 		$1.04M Buy
49,415
+80
+0.2% +$1.62K 0.1% 139
2019
Q3 		$965K Buy
49,335
+189
+0.4% +$3.47K 0.1% 143
2019
Q2 		$857K Buy
49,146
+2,213
+5% +$39.8K 0.09% 159
2019
Q1 		$869K Buy
46,933
+4,041
+9% +$72K 0.11% 159
2018
Q4 		$690K Buy
42,892
+21
+0% +$332 0.11% 174
2018
Q3 		$639K Buy
42,871
+3,048
+8% +$44.5K 0.06% 226
2018
Q2 		$559K Sell
39,823
-1,384
-3% -$18.3K 0.05% 237
2018
Q1 		$536K Buy
41,207
+2,250
+6% +$28.8K 0.06% 242
2017
Q4 		$537K Buy
38,957
+1,995
+5% +$27K 0.07% 244
2017
Q3 		$485K Buy
36,962
+6,046
+20% +$77.9K 0.06% 264
2017
Q2 		$398K Buy
30,916
+19,009
+160% +$253K 0.05% 321
2017
Q1 		$153K Buy
11,907
+303
+3% +$3.87K 0.02% 536
2016
Q4 		$143K Buy
+11,604
New +$150K 0.02% 545

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sheaff Brock Investment Advisors's MPT Position: Q3 2023 in Review

Sheaff Brock Investment Advisors sold out of Medical Properties Trust (MPT) in Q3 2023, closing a stake of 14,973 shares — an estimated $139K sold.

Sheaff Brock Investment Advisors first reported a position in MPT in Q4 2016 and held it in 27 quarters. The position peaked at $1.04M in Q4 2019. 541 funds tracked by Wall St. Rank hold MPT as of Q3 2023.

  • Sheaff Brock Investment Advisors reported no remaining Medical Properties Trust position as of Q3 2023 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 14,973 Medical Properties Trust shares in Q3 2023, an estimated $139K.
  • Sheaff Brock Investment Advisors first reported a position in Medical Properties Trust in Q4 2016 and held it in 27 quarters.
  • Sheaff Brock Investment Advisors's Medical Properties Trust position peaked at $1.04M in Q4 2019.
  • 541 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2023.

Based on Sheaff Brock Investment Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.