Texas Capital Bank Wealth Management Services’s Medical Properties Trust MPT Stock Holding History

Texas Capital Bank Wealth Management Services’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 Q3	–	Sell	-10,324	Closed	-$95.6K	–	233
2023 Q2	$95.6K	Hold	10,324	–	–	0.01%	219
2023 Q1	$84.9K	Buy	+10,324	New	+$114K	0.01%	183
2022 Q3	–	Sell	-42,250	Closed	-$645K	–	156
2022 Q2	$645K	Sell	42,250 -2,000	-5%	-$36K	0.07%	87
2022 Q1	$935K	Hold	44,250	–	–	0.09%	81
2021 Q4	$1.05M	Hold	44,250	–	–	0.09%	78
2021 Q3	$888K	Hold	44,250	–	–	0.09%	79
2021 Q2	$889K	Hold	44,250	–	–	0.11%	76
2021 Q1	$942K	Hold	44,250	–	–	0.13%	74
2020 Q4	$964K	Hold	44,250	–	–	0.14%	73
2020 Q3	$780K	Hold	44,250	–	–	0.13%	85
2020 Q2	$832K	Buy	44,250 +1,000	+2%	+$17.7K	0.19%	65
2020 Q1	$748K	Buy	43,250 +1,077	+3%	+$22.5K	0.21%	67
2019 Q4	$890K	Buy	+42,173	New	+$854K	0.2%	73

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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

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

Texas Capital Bank Wealth Management Services's MPT Position: Q3 2023 in Review

Texas Capital Bank Wealth Management Services sold out of Medical Properties Trust (MPT) in Q3 2023, closing a stake of 10,324 shares — an estimated $95.6K sold.

Texas Capital Bank Wealth Management Services first reported a position in MPT in Q4 2019 and held it in 13 quarters. The position peaked at $1.05M in Q4 2021. 541 funds tracked by Wall St. Rank hold MPT as of Q3 2023.

Texas Capital Bank Wealth Management Services reported no remaining Medical Properties Trust position as of Q3 2023 after selling out during the quarter.
Texas Capital Bank Wealth Management Services sold 10,324 Medical Properties Trust shares in Q3 2023, an estimated $95.6K.
Texas Capital Bank Wealth Management Services first reported a position in Medical Properties Trust in Q4 2019 and held it in 13 quarters.
Texas Capital Bank Wealth Management Services's Medical Properties Trust position peaked at $1.05M in Q4 2021.
541 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2023.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q3 2023, filed 14 Nov 2023.