Surevest’s Medical Properties Trust MPT Stock Holding History

Surevest’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 Q1	–	Sell	-2,570	Closed	-$61K	–	548
2021 Q4	$61K	Buy	+2,570	New	+$55K	0.01%	173
2020 Q3	–	Sell	-152,486	Closed	-$2.87M	–	83
2020 Q2	$2.87M	Sell	152,486 -23,642	-13%	-$419K	1.27%	48
2020 Q1	$3.04M	Buy	+176,128	New	+$3.68M	1.66%	7

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Surevest's MPT Position: Q1 2022 in Review

Surevest sold out of Medical Properties Trust (MPT) in Q1 2022, closing a stake of 2,570 shares — an estimated $61K sold.

Surevest first reported a position in MPT in Q1 2020 and held it in 3 quarters. The position peaked at $3.04M in Q1 2020. 605 funds tracked by Wall St. Rank hold MPT as of Q1 2022.

Surevest reported no remaining Medical Properties Trust position as of Q1 2022 after selling out during the quarter.
Surevest sold 2,570 Medical Properties Trust shares in Q1 2022, an estimated $61K.
Surevest first reported a position in Medical Properties Trust in Q1 2020 and held it in 3 quarters.
Surevest's Medical Properties Trust position peaked at $3.04M in Q1 2020.
605 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2022.

Based on Surevest's 13F filing for Q1 2022, filed 16 May 2022.