XF
MPT

XML Financial’s Medical Properties Trust MPT Stock Holding History

XML Financial’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
Q2 		– Sell
-11,287
Closed -$53K – 348
2024
Q1 		$53K Sell
11,287
-113,016
-91% -$433K 0.01% 337
2023
Q4 		$610K Sell
124,303
-38,012
-23% -$186K 0.06% 195
2023
Q3 		$885K Sell
162,315
-4,094
-2% -$32.8K 0.11% 166
2023
Q2 		$1.54M Sell
166,409
-2,401
-1% -$20.3K 0.18% 126
2023
Q1 		$1.39M Buy
168,810
+14,323
+9% +$158K 0.17% 125
2022
Q4 		$1.72M Buy
154,487
+30,489
+25% +$354K 0.22% 112
2022
Q3 		$1.47M Buy
+123,998
New +$1.88M 0.2% 109

Other funds holding MPT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

XML Financial's MPT Position: Q2 2024 in Review

XML Financial sold out of Medical Properties Trust (MPT) in Q2 2024, closing a stake of 11,287 shares — an estimated $53K sold.

XML Financial first reported a position in MPT in Q3 2022 and held it in 7 quarters. The position peaked at $1.72M in Q4 2022. 501 funds tracked by Wall St. Rank hold MPT as of Q2 2024.

  • XML Financial reported no remaining Medical Properties Trust position as of Q2 2024 after selling out during the quarter.
  • XML Financial sold 11,287 Medical Properties Trust shares in Q2 2024, an estimated $53K.
  • XML Financial first reported a position in Medical Properties Trust in Q3 2022 and held it in 7 quarters.
  • XML Financial's Medical Properties Trust position peaked at $1.72M in Q4 2022.
  • 501 funds tracked by Wall St. Rank held Medical Properties Trust as of Q2 2024.

Based on XML Financial's 13F filing for Q2 2024, filed 22 Jul 2024.