Stonebridge Capital Advisors’s Medical Properties Trust MPT Stock Holding History

Stonebridge Capital 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 Q4	–	Sell	-272	Closed	-$1.48K	–	587
2023 Q3	$1.48K	Hold	272	–	–	﹤0.01%	834
2023 Q2	$2.52K	Hold	272	–	–	﹤0.01%	793
2023 Q1	$2.23K	Buy	272 +6	+2%	+$66	﹤0.01%	802
2022 Q4	$2.96K	Buy	266 +7	+3%	+$81	﹤0.01%	759
2022 Q3	$3K	Buy	259 +5	+2%	+$76	﹤0.01%	752
2022 Q2	$4K	Buy	254 +248	+4,133%	+$4.46K	﹤0.01%	732
2022 Q1	$0	Hold	6	–	–	﹤0.01%	1070
2021 Q4	$0	Sell	6 -61	-91%	-$1.31K	﹤0.01%	1013
2021 Q3	$1K	Buy	+67	New	+$1.37K	﹤0.01%	902

Other funds holding MPT

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $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

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

Stonebridge Capital Advisors's MPT Position: Q4 2023 in Review

Stonebridge Capital Advisors sold out of Medical Properties Trust (MPT) in Q4 2023, closing a stake of 272 shares — an estimated $1.48K sold.

Stonebridge Capital Advisors first reported a position in MPT in Q3 2021 and held it in 9 quarters. The position peaked at $4K in Q2 2022. 551 funds tracked by Wall St. Rank hold MPT as of Q4 2023.

Stonebridge Capital Advisors reported no remaining Medical Properties Trust position as of Q4 2023 after selling out during the quarter.
Stonebridge Capital Advisors sold 272 Medical Properties Trust shares in Q4 2023, an estimated $1.48K.
Stonebridge Capital Advisors first reported a position in Medical Properties Trust in Q3 2021 and held it in 9 quarters.
Stonebridge Capital Advisors's Medical Properties Trust position peaked at $4K in Q2 2022.
551 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.