V
MPT

Veritable’s Medical Properties Trust MPT Stock Holding History

Veritable’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
Q2 		– Sell
-10,281
Closed -$84.5K – 913
2023
Q1 		$84.5K Sell
10,281
-6,055
-37% -$66.9K ﹤0.01% 874
2022
Q4 		$182K Buy
16,336
+4,096
+33% +$47.6K ﹤0.01% 830
2022
Q3 		$145K Sell
12,240
-334
-3% -$5.06K ﹤0.01% 761
2022
Q2 		$192K Buy
12,574
+95
+0.8% +$1.71K ﹤0.01% 831
2022
Q1 		$264K Sell
12,479
-830
-6% -$17.9K ﹤0.01% 760
2021
Q4 		$314K Sell
13,309
-834
-6% -$17.9K ﹤0.01% 702
2021
Q3 		$284K Buy
14,143
+721
+5% +$14.8K ﹤0.01% 710
2021
Q2 		$270K Sell
13,422
-411
-3% -$8.79K ﹤0.01% 722
2021
Q1 		$294K Buy
13,833
+467
+3% +$10K 0.01% 667
2020
Q4 		$291K Sell
13,366
-343
-3% -$6.68K 0.01% 635
2020
Q3 		$242K Sell
13,709
-929
-6% -$17.3K ﹤0.01% 638
2020
Q2 		$275K Buy
14,638
+243
+2% +$4.3K 0.01% 616
2020
Q1 		$249K Sell
14,395
-5,483
-28% -$115K 0.01% 613
2019
Q4 		$420K Buy
19,878
+5,860
+42% +$119K 0.01% 571
2019
Q3 		$274K Buy
14,018
+215
+2% +$3.95K 0.01% 672
2019
Q2 		$241K Hold
13,803
– – ﹤0.01% 716
2019
Q1 		$255K Buy
13,803
+329
+2% +$5.87K 0.01% 690
2018
Q4 		$217K Buy
+13,474
New +$213K ﹤0.01% 713
2018
Q1 		– Sell
-10,115
Closed -$139K – 819
2017
Q4 		$139K Buy
+10,115
New +$137K ﹤0.01% 779

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Veritable's MPT Position: Q2 2023 in Review

Veritable sold out of Medical Properties Trust (MPT) in Q2 2023, closing a stake of 10,281 shares — an estimated $84.5K sold.

Veritable first reported a position in MPT in Q4 2017 and held it in 19 quarters. The position peaked at $420K in Q4 2019. 596 funds tracked by Wall St. Rank hold MPT as of Q2 2023.

  • Veritable reported no remaining Medical Properties Trust position as of Q2 2023 after selling out during the quarter.
  • Veritable sold 10,281 Medical Properties Trust shares in Q2 2023, an estimated $84.5K.
  • Veritable first reported a position in Medical Properties Trust in Q4 2017 and held it in 19 quarters.
  • Veritable's Medical Properties Trust position peaked at $420K in Q4 2019.
  • 596 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2023.

Based on Veritable's 13F filing for Q2 2023, filed 9 Aug 2023.