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MPT

Medical Properties Trust

510 hedge funds and large institutions have $2B invested in Medical Properties Trust in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 182 increasing their positions, 189 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 189

2.23% less ownership

Funds ownership: 73.35%71.12% (-2.2%)

7% less capital invested

Capital invested by funds: $2.16B → $2B (-$158M)

7% less funds holding

Funds holding: 551510 (-41)

31% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 105

34% less call options, than puts

Call options by funds: $151M | Put options by funds: $227M

Holders
510
Holders Change
-41
Holders Change %
-7.44%
% of All Funds
7.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
72
Increased
182
Reduced
189
Closed
105
Calls
$151M
Puts
$227M
Net Calls
-$76M
Net Calls Change
-$32.5M
Name Holding Trade Value Shares
Change
Change in
Stake
State of Wisconsin Investment Board
226
State of Wisconsin Investment Board
Wisconsin
$241K -$21.3K -5,567 -10%
S
227
SignatureFD
Georgia
$237K -$34.4K -8,980 -15%
Baird Financial Group
228
Baird Financial Group
Wisconsin
$235K +$3.05K +796 +2%
Neuberger Berman Group
229
Neuberger Berman Group
New York
$232K +$5.67K +1,481 +3%
AFO
230
Allie Family Office
Florida
$229K
OTL
231
Oak Thistle LLC
New York
$226K -$61.3K -16,000 -25%
LMIM
232
Lockheed Martin Investment Management
Maryland
$220K -$34.1K -8,900 -23%
USAA
233
United Services Automobile Association
Texas
$216K
LFAS
234
Level Four Advisory Services
Texas
$215K
DEA
235
DoubleLine ETF Adviser
Florida
$215K +$16.6K +4,343 +11%
HPM
236
Hoxton Planning & Management
West Virginia
$212K +$56.8K +14,846 +49%
MGP
237
Metis Global Partners
California
$206K +$22.1K +5,769 +15%
BRWA
238
B. Riley Wealth Advisors
Florida
$206K +$33.4K +8,714 +31%
SFS
239
Sowell Financial Services
Arkansas
$201K +$164K +42,725 New
BFM
240
Boothbay Fund Management
New York
$199K +$68.4K +17,854 +73%
NA
241
NewEdge Advisors
Louisiana
$197K -$23K -5,997 -13%
TCM
242
Triumph Capital Management
Colorado
$194K +$33.4K +8,729 +25%
OBWG
243
Onyx Bridge Wealth Group
New York
$192K +$16.1K +4,198 +11%
IC
244
IEQ Capital
California
$191K +$116K +30,371 +298%
Allspring Global Investments
245
Allspring Global Investments
North Carolina
$187K +$33K +8,611 +28%
FC
246
Fulcrum Capital
Washington
$185K +$30.2K +7,900 +25%
AAS
247
Avantax Advisory Services
Texas
$182K +$17.2K +4,504 +13%
WS
248
Wedbush Securities
California
$181K -$4.97K -1,299 -3%
SFA
249
Sequoia Financial Advisors
Ohio
$181K +$147K +38,426 New
NAM
250
Nissay Asset Management
Japan
$179K +$10.3K +2,682 +8%

MPT Hedge Fund Activity: Q1 2024 in Review

510 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q1 2024, worth a combined $2B — down 7.3% from $2.16B a quarter earlier.

Sellers outnumbered buyers: 105 funds closed out of MPT and 72 opened new positions — a net loss of 33 holders — while 189 trimmed existing stakes and 182 added.

The largest buyer was BlackRock, adding an estimated $87M. The largest seller was Cohen & Steers, exiting entirely with an estimated $114M sold.

  • 510 institutional investors held Medical Properties Trust (MPT) as of Q1 2024, down from 551 in Q4 2023.
  • Funds reported $2B of Medical Properties Trust stock for Q1 2024, down 7.3% quarter-over-quarter.
  • 72 funds opened new Medical Properties Trust positions in Q1 2024 and 105 closed out, a net change of -33 holders.
  • The largest Medical Properties Trust buyer in Q1 2024 was BlackRock, an estimated $87M added.
  • The largest Medical Properties Trust seller in Q1 2024 was Cohen & Steers, an estimated $114M sold.

Based on aggregated 13F filings for Q1 2024.