Valley National Advisers’s Medical Properties Trust MPT Stock Holding History

Valley National Advisers’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
2024 Q4	–	Sell	-500	Closed	-$2K	–	793
2024 Q3	$2K	Sell	500 -95	-16%	-$468	﹤0.01%	659
2024 Q2	$2K	Buy	595 +95	+19%	+$455	﹤0.01%	931
2024 Q1	$2K	Hold	500	–	–	﹤0.01%	972
2023 Q4	$2K	Hold	500	–	–	﹤0.01%	961
2023 Q3	$3K	Hold	500	–	–	﹤0.01%	771
2023 Q2	$5K	Hold	500	–	–	﹤0.01%	686
2023 Q1	$4K	Hold	500	–	–	﹤0.01%	702
2022 Q4	$6K	Hold	500	–	–	﹤0.01%	649
2022 Q3	$6K	Hold	500	–	–	﹤0.01%	654
2022 Q2	$8K	Hold	500	–	–	﹤0.01%	601
2022 Q1	$11K	Hold	500	–	–	﹤0.01%	588
2021 Q4	$12K	Buy	+500	New	+$10.7K	﹤0.01%	580

Other funds holding MPT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Valley National Advisers's MPT Position: Q4 2024 in Review

Valley National Advisers sold out of Medical Properties Trust (MPT) in Q4 2024, closing a stake of 500 shares — an estimated $2K sold.

Valley National Advisers first reported a position in MPT in Q4 2021 and held it in 12 quarters. The position peaked at $12K in Q4 2021. 469 funds tracked by Wall St. Rank hold MPT as of Q4 2024.

Valley National Advisers reported no remaining Medical Properties Trust position as of Q4 2024 after selling out during the quarter.
Valley National Advisers sold 500 Medical Properties Trust shares in Q4 2024, an estimated $2K.
Valley National Advisers first reported a position in Medical Properties Trust in Q4 2021 and held it in 12 quarters.
Valley National Advisers's Medical Properties Trust position peaked at $12K in Q4 2021.
469 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2024.

Based on Valley National Advisers's 13F filing for Q4 2024, filed 24 Jan 2025.