Spirit of America Management Corp’s Medical Properties Trust MPT Stock Holding History

Spirit of America Management Corp’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	–	Sell	-5,000	Closed	-$27.3K	–	268
2023 Q3	$27.3K	Sell	5,000 -7,500	-60%	-$60.1K	0.01%	236
2023 Q2	$116K	Sell	12,500 -22,000	-64%	-$186K	0.03%	210
2023 Q1	$284K	Hold	34,500	–	–	0.06%	167
2022 Q4	$384K	Hold	34,500	–	–	0.09%	158
2022 Q3	$409K	Hold	34,500	–	–	0.1%	151
2022 Q2	$526K	Hold	34,500	–	–	0.12%	145
2022 Q1	$730K	Buy	34,500 +6,000	+21%	+$129K	0.14%	127
2021 Q4	$673K	Buy	28,500 +10,000	+54%	+$214K	0.14%	139
2021 Q3	$371K	Buy	18,500 +1,000	+6%	+$20.5K	0.08%	173
2021 Q2	$352K	Buy	17,500 +14,000	+400%	+$299K	0.08%	175
2021 Q1	$75K	Hold	3,500	–	–	0.02%	210
2020 Q4	$77K	Buy	3,500 +2,000	+133%	+$39K	0.02%	210
2020 Q3	$26K	Buy	+1,500	New	+$27.9K	0.01%	222

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 $57.6B AUM 8.03% 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 $11.7B AUM 20.39% 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

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Spirit of America Management Corp's MPT Position: Q4 2023 in Review

Spirit of America Management Corp sold out of Medical Properties Trust (MPT) in Q4 2023, closing a stake of 5,000 shares — an estimated $27.3K sold.

Spirit of America Management Corp first reported a position in MPT in Q3 2020 and held it in 13 quarters. The position peaked at $730K in Q1 2022. 551 funds tracked by Wall St. Rank hold MPT as of Q4 2023.

Spirit of America Management Corp reported no remaining Medical Properties Trust position as of Q4 2023 after selling out during the quarter.
Spirit of America Management Corp sold 5,000 Medical Properties Trust shares in Q4 2023, an estimated $27.3K.
Spirit of America Management Corp first reported a position in Medical Properties Trust in Q3 2020 and held it in 13 quarters.
Spirit of America Management Corp's Medical Properties Trust position peaked at $730K in Q1 2022.
551 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2023.

Based on Spirit of America Management Corp's 13F filing for Q4 2023, filed 22 Jan 2024.