Woodmont Investment Counsel’s Medical Properties Trust MPT Stock Holding History

Woodmont Investment Counsel’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 Q4	–	Sell	-12,500	Closed	-$68.1K	–	244
2023 Q3	$68.1K	Sell	12,500 -2,475	-17%	-$19.8K	0.01%	229
2023 Q2	$139K	Buy	14,975 +2,300	+18%	+$19.5K	0.01%	234
2023 Q1	$104K	Sell	12,675 -15,830	-56%	-$175K	0.01%	241
2022 Q4	$318K	Sell	28,505 -7,000	-20%	-$81.4K	0.04%	204
2022 Q3	$421K	Sell	35,505 -3,400	-9%	-$51.5K	0.05%	185
2022 Q2	$594K	Sell	38,905 -66,499	-63%	-$1.2M	0.07%	159
2022 Q1	$2.23M	Buy	105,404 +24,316	+30%	+$524K	0.26%	86
2021 Q4	$1.92M	Buy	+81,088	New	+$1.74M	0.24%	88

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Woodmont Investment Counsel's MPT Position: Q4 2023 in Review

Woodmont Investment Counsel sold out of Medical Properties Trust (MPT) in Q4 2023, closing a stake of 12,500 shares — an estimated $68.1K sold.

Woodmont Investment Counsel first reported a position in MPT in Q4 2021 and held it in 8 quarters. The position peaked at $2.23M in Q1 2022. 551 funds tracked by Wall St. Rank hold MPT as of Q4 2023.

Woodmont Investment Counsel reported no remaining Medical Properties Trust position as of Q4 2023 after selling out during the quarter.
Woodmont Investment Counsel sold 12,500 Medical Properties Trust shares in Q4 2023, an estimated $68.1K.
Woodmont Investment Counsel first reported a position in Medical Properties Trust in Q4 2021 and held it in 8 quarters.
Woodmont Investment Counsel's Medical Properties Trust position peaked at $2.23M in Q1 2022.
551 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2023.

Based on Woodmont Investment Counsel's 13F filing for Q4 2023, filed 19 Jan 2024.