Simplicity Solutions’s Medical Properties Trust MPT Stock Holding History

Simplicity Solutions’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 Q4	$88.7K	Buy	+18,056	New	+$88.4K	﹤0.01%	1020
2023 Q3	–	Sell	-15,692	Closed	-$145K	–	1060
2023 Q2	$145K	Buy	15,692 +4,006	+34%	+$33.9K	﹤0.01%	984
2023 Q1	$96.1K	Buy	+11,686	New	+$129K	﹤0.01%	1065
2020 Q3	–	Sell	-21,183	Closed	-$398K	–	913
2020 Q2	$398K	Buy	+21,183	New	+$375K	0.01%	676
2019 Q1	–	Sell	-16,799	Closed	-$270K	–	788
2018 Q4	$270K	Buy	+16,799	New	+$266K	0.03%	478
2016 Q1	–	Sell	-67,680	Closed	-$779K	–	390
2015 Q4	$779K	Buy	+67,680	New	+$773K	0.09%	329

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

Cohen & Steers New York $63.2B AUM 17.15% 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

Charles Schwab San Francisco, California $751B AUM 38.74% 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

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Simplicity Solutions's MPT Position: Q4 2023 in Review

Simplicity Solutions opened a new position in Medical Properties Trust (MPT) in Q4 2023: 18,056 shares worth $88.7K. The stake represents ﹤0.01% of the portfolio and ranks #1020 among its holdings. This is a return to the name: Simplicity Solutions previously reported a position in MPT as recently as Q2 2023.

Simplicity Solutions first reported a position in MPT in Q4 2015 and has held it in 6 quarters since. The position peaked at $779K in Q4 2015. 552 funds tracked by Wall St. Rank hold MPT as of Q4 2023.

Simplicity Solutions held 18,056 shares of Medical Properties Trust worth $88.7K as of Q4 2023.
Medical Properties Trust was a new Simplicity Solutions position in Q4 2023.
Medical Properties Trust made up ﹤0.01% of Simplicity Solutions's portfolio in Q4 2023, its #1020 holding.
Simplicity Solutions first reported a position in Medical Properties Trust in Q4 2015 and has held it in 6 quarters since.
Simplicity Solutions's Medical Properties Trust position peaked at $779K in Q4 2015.
552 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.