SIG
MPT

Stonegate Investment Group’s Medical Properties Trust MPT Stock Holding History

Stonegate Investment 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
2022
Q3 		– Sell
-24,469
Closed -$374K – 331
2022
Q2 		$374K Buy
24,469
+11,475
+88% +$206K 0.02% 215
2022
Q1 		$275K Buy
12,994
+300
+2% +$6.46K 0.01% 213
2021
Q4 		$300K Buy
+12,694
New +$272K 0.01% 214

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stonegate Investment Group's MPT Position: Q3 2022 in Review

Stonegate Investment Group sold out of Medical Properties Trust (MPT) in Q3 2022, closing a stake of 24,469 shares — an estimated $374K sold.

Stonegate Investment Group first reported a position in MPT in Q4 2021 and held it in 3 quarters. The position peaked at $374K in Q2 2022. 600 funds tracked by Wall St. Rank hold MPT as of Q3 2022.

  • Stonegate Investment Group reported no remaining Medical Properties Trust position as of Q3 2022 after selling out during the quarter.
  • Stonegate Investment Group sold 24,469 Medical Properties Trust shares in Q3 2022, an estimated $374K.
  • Stonegate Investment Group first reported a position in Medical Properties Trust in Q4 2021 and held it in 3 quarters.
  • Stonegate Investment Group's Medical Properties Trust position peaked at $374K in Q2 2022.
  • 600 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2022.

Based on Stonegate Investment Group's 13F filing for Q3 2022, filed 28 Oct 2022.