WIS
MPT

Wright Investors Service’s Medical Properties Trust MPT Stock Holding History

Wright Investors Service’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
Q3 		– Sell
-24,918
Closed -$231K – 150
2023
Q2 		$231K Sell
24,918
-2,462
-9% -$20.8K 0.07% 144
2023
Q1 		$225K Buy
27,380
+202
+0.7% +$2.23K 0.06% 148
2022
Q4 		$303K Buy
27,178
+45
+0.2% +$523 0.09% 134
2022
Q3 		$322K Sell
27,133
-2,017
-7% -$30.6K 0.1% 133
2022
Q2 		$445K Buy
29,150
+1,391
+5% +$25K 0.13% 127
2022
Q1 		$587K Buy
27,759
+446
+2% +$9.61K 0.15% 123
2021
Q4 		$645K Buy
27,313
+2,099
+8% +$45K 0.16% 120
2021
Q3 		$506K Buy
25,214
+1,069
+4% +$21.9K 0.14% 124
2021
Q2 		$485K Sell
24,145
-71
-0.3% -$1.52K 0.13% 130
2021
Q1 		$515K Buy
24,216
+3,551
+17% +$76.4K 0.16% 128
2020
Q4 		$450K Buy
20,665
+556
+3% +$10.8K 0.15% 126
2020
Q3 		$355K Buy
20,109
+1,578
+9% +$29.4K 0.13% 131
2020
Q2 		$348K Buy
18,531
+1,007
+6% +$17.8K 0.13% 127
2020
Q1 		$303K Sell
17,524
-31,316
-64% -$655K 0.13% 120
2019
Q4 		$1.03M Buy
48,840
+31,422
+180% +$636K 0.35% 81
2019
Q3 		$341K Buy
+17,418
New +$320K 0.12% 129
2018
Q2 		– Sell
-26,771
Closed -$348K – 168
2018
Q1 		$348K Sell
26,771
-19,716
-42% -$252K 0.12% 152
2017
Q4 		$641K Sell
46,487
-3,006
-6% -$40.6K 0.21% 112
2017
Q3 		$650K Sell
49,493
-1,362
-3% -$17.5K 0.24% 116
2017
Q2 		$655K Sell
50,855
-5,040
-9% -$67.1K 0.25% 111
2017
Q1 		$720K Buy
55,895
+2,290
+4% +$29.3K 0.29% 106
2016
Q4 		$659K Sell
53,605
-8,150
-13% -$105K 0.29% 118
2016
Q3 		$912K Buy
+61,755
New +$935K 0.38% 85

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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wright Investors Service's MPT Position: Q3 2023 in Review

Wright Investors Service sold out of Medical Properties Trust (MPT) in Q3 2023, closing a stake of 24,918 shares — an estimated $231K sold.

Wright Investors Service first reported a position in MPT in Q3 2016 and held it in 23 quarters. The position peaked at $1.03M in Q4 2019. 541 funds tracked by Wall St. Rank hold MPT as of Q3 2023.

  • Wright Investors Service reported no remaining Medical Properties Trust position as of Q3 2023 after selling out during the quarter.
  • Wright Investors Service sold 24,918 Medical Properties Trust shares in Q3 2023, an estimated $231K.
  • Wright Investors Service first reported a position in Medical Properties Trust in Q3 2016 and held it in 23 quarters.
  • Wright Investors Service's Medical Properties Trust position peaked at $1.03M in Q4 2019.
  • 541 funds tracked by Wall St. Rank held Medical Properties Trust as of Q3 2023.

Based on Wright Investors Service's 13F filing for Q3 2023, filed 31 Oct 2023.