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MPT

Medical Properties Trust

551 hedge funds and large institutions have $2.16B invested in Medical Properties Trust in 2023 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 175 increasing their positions, 206 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 87

2% more funds holding

Funds holding: 541551 (+10)

2.74% less ownership

Funds ownership: 76.09%73.35% (-2.7%)

13% less capital invested

Capital invested by funds: $2.49B → $2.16B (-$326M)

15% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 206

32% less call options, than puts

Call options by funds: $93.1M | Put options by funds: $137M

Holders
551
Holders Change
+10
Holders Change %
+1.85%
% of All Funds
8.03%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
104
Increased
175
Reduced
206
Closed
87
Calls
$93.1M
Puts
$137M
Net Calls
-$43.5M
Net Calls Change
+$91.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CAMG
226
CWA Asset Management Group
Florida
$333K +$270K +55,179 +437%
LCM
227
Landscape Capital Management
New Jersey
$330K +$329K +67,281 New
Nomura Holdings
228
Nomura Holdings
Japan
$326K +$325K +66,327 New
TRCT
229
Tower Research Capital (TRC)
New York
$322K +$122K +24,873 +61%
OTL
230
Oak Thistle LLC
New York
$314K +$314K +64,038 New
SRC
231
Shufro Rose & Co
New York
$306K +$3.92K +800 +1%
BIA
232
Beacon Investment Advisors
Maryland
$299K -$4.54K -927 -1%
KLCM
233
KG&L Capital Management
Louisiana
$296K +$144K +29,450 +96%
S
234
SignatureFD
Georgia
$292K +$245K +49,969 +526%
LMIM
235
Lockheed Martin Investment Management
Maryland
$291K +$86.2K +17,610 +84%
Toronto Dominion Bank
236
Toronto Dominion Bank
Ontario, Canada
$280K -$41.5K -8,466 -13%
State of Wisconsin Investment Board
237
State of Wisconsin Investment Board
Wisconsin
$279K -$47.8K -9,763 -15%
CCM
238
Coldstream Capital Management
Washington
$278K +$278K +56,690 New
AF
239
Affiance Financial
Minnesota
$277K -$4.45K -909 -2%
BHCM
240
Brevan Howard Capital Management
Jersey
$268K +$171K +34,829 +176%
APG Asset Management
241
APG Asset Management
Netherlands
$267K +$294K +60,100 New
AIMA
242
Ables Iannone Moore & Associates
Georgia
$261K +$261K +53,225 New
HI
243
Handelsinvest Investeringsforvaltning
Denmark
$259K +$259K +52,836 New
CAM
244
Cresset Asset Management
Illinois
$251K +$142K +29,091 +140%
SAM
245
Securian Asset Management
Minnesota
$248K -$651 -133 -0.3%
AFO
246
Allie Family Office
Florida
$246K
LTAS
247
Linden Thomas Advisory Services
North Carolina
$246K -$6.76K -1,381 -3%
Baird Financial Group
248
Baird Financial Group
Wisconsin
$242K +$83.3K +17,010 +53%
CAG
249
Csenge Advisory Group
Florida
$239K +$38.2K +7,802 +19%
Neuberger Berman Group
250
Neuberger Berman Group
New York
$235K +$179K +36,551 +323%

MPT Hedge Fund Activity: Q4 2023 in Review

551 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q4 2023, worth a combined $2.16B — down 13% from $2.49B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new MPT positions and 87 closed out — a net gain of 17 holders — while 175 added to existing stakes and 206 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $53.4M. The largest seller was Cohen & Steers, cutting an estimated $93.6M.

  • 551 institutional investors held Medical Properties Trust (MPT) as of Q4 2023, up from 541 in Q3 2023.
  • Funds reported $2.16B of Medical Properties Trust stock for Q4 2023, down 13% quarter-over-quarter.
  • 104 funds opened new Medical Properties Trust positions in Q4 2023 and 87 closed out, a net change of +17 holders.
  • The largest Medical Properties Trust buyer in Q4 2023 was Morgan Stanley, an estimated $53.4M added.
  • The largest Medical Properties Trust seller in Q4 2023 was Cohen & Steers, an estimated $93.6M sold.

Based on aggregated 13F filings for Q4 2023.