Sonora Investment Management Group’s Medical Properties Trust MPT Stock Holding History

Sonora Investment Management Group’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	-36,170	Closed	-$178K	–	293
2023 Q4	$178K	Sell	36,170 -5,700	-14%	-$27.9K	0.01%	255
2023 Q3	$228K	Sell	41,870 -2,230	-5%	-$17.9K	0.02%	226
2023 Q2	$408K	Sell	44,100 -9,173	-17%	-$77.6K	0.03%	173
2023 Q1	$438K	Sell	53,273 -4,450	-8%	-$49.1K	0.04%	171
2022 Q4	$643K	Sell	57,723 -1,000	-2%	-$11.6K	0.06%	150
2022 Q3	$897K	Hold	58,723	–	–	0.12%	106
2022 Q2	$897K	Buy	58,723 +500	+0.9%	+$9K	0.09%	136
2022 Q1	$1.23M	Buy	58,223 +2,800	+5%	+$60.3K	0.14%	102
2021 Q4	$1.31M	Buy	+55,423	New	+$1.19M	0.15%	99

Other funds holding MPT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Sonora Investment Management Group's MPT Position: Q1 2024 in Review

Sonora Investment Management Group sold out of Medical Properties Trust (MPT) in Q1 2024, closing a stake of 36,170 shares — an estimated $178K sold.

Sonora Investment Management Group first reported a position in MPT in Q4 2021 and held it in 9 quarters. The position peaked at $1.31M in Q4 2021. 510 funds tracked by Wall St. Rank hold MPT as of Q1 2024.

Sonora Investment Management Group reported no remaining Medical Properties Trust position as of Q1 2024 after selling out during the quarter.
Sonora Investment Management Group sold 36,170 Medical Properties Trust shares in Q1 2024, an estimated $178K.
Sonora Investment Management Group first reported a position in Medical Properties Trust in Q4 2021 and held it in 9 quarters.
Sonora Investment Management Group's Medical Properties Trust position peaked at $1.31M in Q4 2021.
510 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2024.

Based on Sonora Investment Management Group's 13F filing for Q1 2024, filed 14 May 2024.