Zimmer Partners’s Medical Properties Trust MPT Stock Holding History

Zimmer Partners’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 Q1	–	Sell	-700,000	Closed	-$7.8M	–	112
2022 Q4	$7.8M	Buy	+700,000	New	+$8.14M	0.16%	60
2020 Q2	–	Sell	-800,000	Closed	-$13.8M	–	122
2020 Q1	$13.8M	Buy	+800,000	New	+$16.7M	0.31%	49
2017 Q3	–	Sell	-1,647,500	Closed	-$21.2M	–	86
2017 Q2	$21.2M	Buy	+1,647,500	New	+$21.9M	0.5%	43

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

Bank of New York Mellon New York $544B AUM 28.31% 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

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

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

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

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Zimmer Partners's MPT Position: Q1 2023 in Review

Zimmer Partners sold out of Medical Properties Trust (MPT) in Q1 2023, closing a stake of 700,000 shares — an estimated $7.8M sold.

Zimmer Partners first reported a position in MPT in Q2 2017 and held it in 3 quarters. The position peaked at $21.2M in Q2 2017. 629 funds tracked by Wall St. Rank hold MPT as of Q1 2023.

Zimmer Partners reported no remaining Medical Properties Trust position as of Q1 2023 after selling out during the quarter.
Zimmer Partners sold 700,000 Medical Properties Trust shares in Q1 2023, an estimated $7.8M.
Zimmer Partners first reported a position in Medical Properties Trust in Q2 2017 and held it in 3 quarters.
Zimmer Partners's Medical Properties Trust position peaked at $21.2M in Q2 2017.
629 funds tracked by Wall St. Rank held Medical Properties Trust as of Q1 2023.

Based on Zimmer Partners's 13F filing for Q1 2023, filed 15 May 2023.