TOBAM’s Medical Properties Trust MPT Stock Holding History

TOBAM’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 Q1	–	Sell	-2,932	Closed	-$33K	–	397
2022 Q4	$33K	Buy	+2,932	New	+$34.1K	﹤0.01%	369

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

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

CIM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

TOBAM's MPT Position: Q1 2023 in Review

TOBAM sold out of Medical Properties Trust (MPT) in Q1 2023, closing a stake of 2,932 shares — an estimated $33K sold.

TOBAM first reported a position in MPT in Q4 2022 and held it in 1 quarter. The position peaked at $33K in Q4 2022. 629 funds tracked by Wall St. Rank hold MPT as of Q1 2023.

TOBAM reported no remaining Medical Properties Trust position as of Q1 2023 after selling out during the quarter.
TOBAM sold 2,932 Medical Properties Trust shares in Q1 2023, an estimated $33K.
TOBAM first reported a position in Medical Properties Trust in Q4 2022 and held it in 1 quarter.
TOBAM's Medical Properties Trust position peaked at $33K in Q4 2022.
629 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2023.

Based on TOBAM's 13F filing for Q1 2023, filed 3 May 2023.