VBCG
MPT

Valley Brook Capital Group’s Medical Properties Trust MPT Stock Holding History

Valley Brook Capital 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
2021
Q2 		– Sell
-4,330
Closed -$92K – 294
2021
Q1 		$92K Hold
4,330
– – 0.08% 165
2020
Q4 		$94K Buy
+4,330
New +$84.4K 0.09% 150

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Valley Brook Capital Group's MPT Position: Q2 2021 in Review

Valley Brook Capital Group sold out of Medical Properties Trust (MPT) in Q2 2021, closing a stake of 4,330 shares — an estimated $92K sold.

Valley Brook Capital Group first reported a position in MPT in Q4 2020 and held it in 2 quarters. The position peaked at $94K in Q4 2020. 557 funds tracked by Wall St. Rank hold MPT as of Q2 2021.

  • Valley Brook Capital Group reported no remaining Medical Properties Trust position as of Q2 2021 after selling out during the quarter.
  • Valley Brook Capital Group sold 4,330 Medical Properties Trust shares in Q2 2021, an estimated $92K.
  • Valley Brook Capital Group first reported a position in Medical Properties Trust in Q4 2020 and held it in 2 quarters.
  • Valley Brook Capital Group's Medical Properties Trust position peaked at $94K in Q4 2020.
  • 557 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2021.

Based on Valley Brook Capital Group's 13F filing for Q2 2021, filed 22 Jul 2021.