Westover Capital Advisors’s Medical Properties Trust MPT Stock Holding History

Westover Capital Advisors’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
2022 Q3	–	Sell	-37,219	Closed	-$568K	–	165
2022 Q2	$568K	Buy	37,219 +19,001	+104%	+$342K	0.21%	88
2022 Q1	$385K	Sell	18,218 -1,930	-10%	-$41.6K	0.12%	119
2021 Q4	$476K	Hold	20,148	–	–	0.14%	115
2021 Q3	$404K	Sell	20,148 -1,508	-7%	-$30.9K	0.13%	112
2021 Q2	$435K	Sell	21,656 -460	-2%	-$9.84K	0.14%	109
2021 Q1	$471K	Buy	22,116 +3,152	+17%	+$67.8K	0.16%	105
2020 Q4	$413K	Buy	18,964 +5,744	+43%	+$112K	0.15%	102
2020 Q3	$233K	Buy	+13,220	New	+$246K	0.1%	122

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CIM

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

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

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

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

Westover Capital Advisors's MPT Position: Q3 2022 in Review

Westover Capital Advisors sold out of Medical Properties Trust (MPT) in Q3 2022, closing a stake of 37,219 shares — an estimated $568K sold.

Westover Capital Advisors first reported a position in MPT in Q3 2020 and held it in 8 quarters. The position peaked at $568K in Q2 2022. 600 funds tracked by Wall St. Rank hold MPT as of Q3 2022.

Westover Capital Advisors reported no remaining Medical Properties Trust position as of Q3 2022 after selling out during the quarter.
Westover Capital Advisors sold 37,219 Medical Properties Trust shares in Q3 2022, an estimated $568K.
Westover Capital Advisors first reported a position in Medical Properties Trust in Q3 2020 and held it in 8 quarters.
Westover Capital Advisors's Medical Properties Trust position peaked at $568K in Q2 2022.
600 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2022.

Based on Westover Capital Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.