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MPT

Medical Properties Trust

500 hedge funds and large institutions have $1.66B invested in Medical Properties Trust in 2024 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 162 increasing their positions, 193 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 76

2% less funds holding

Funds holding: 510500 (-10)

7.11% less ownership

Funds ownership: 71.12%64.01% (-7.1%)

16% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 193

17% less capital invested

Capital invested by funds: $2B → $1.66B (-$343M)

37% less call options, than puts

Call options by funds: $122M | Put options by funds: $193M

Holders
500
Holders Change
-10
Holders Change %
-1.96%
% of All Funds
7.22%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
76
Increased
162
Reduced
193
Closed
76
Calls
$122M
Puts
$193M
Net Calls
-$70.6M
Net Calls Change
+$5.44M
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
226
Baird Financial Group
Wisconsin
$179K -$40.6K -8,474 -17%
PA
227
Parallel Advisors
California
$178K +$25.1K +5,243 +15%
Allspring Global Investments
228
Allspring Global Investments
North Carolina
$177K +$6.93K +1,447 +4%
GCM
229
Greenland Capital Management
New York
$163K
SRC
230
Shufro Rose & Co
New York
$162K -$2.4K -500 -1%
NRD
231
Nebula Research & Development
New York
$161K -$69.9K -14,584 -28%
Wealth Enhancement Advisory Services
232
Wealth Enhancement Advisory Services
Minnesota
$161K +$12.1K +2,522 +7%
KPWS
233
Kestra Private Wealth Services
Texas
$156K -$7.28K -1,520 -4%
SRC
234
Sage Rhino Capital
California
$151K +$37K +7,720 +28%
CCM
235
Coldstream Capital Management
Washington
$142K -$100K -20,944 -39%
JSW
236
Journey Strategic Wealth
New Jersey
$142K -$20.9K -4,356 -12%
URS
237
Utah Retirement Systems
Utah
$141K
PCIA
238
Prime Capital Investment Advisors
Kansas
$138K -$120 -25 -0.1%
NA
239
NewEdge Advisors
Louisiana
$136K -$49K -10,216 -24%
TFA
240
Teamwork Financial Advisors
Texas
$132K -$2.89K -604 -2%
BRWA
241
B. Riley Wealth Advisors
Florida
$130K -$36.1K -7,535 -20%
AIA
242
Arrow Investment Advisors
Maryland
$129K
CF
243
Corebridge Financial
Texas
$128K +$143K +29,812 New
DFG
244
Demars Financial Group
Washington
$127K -$14.8K -3,081 -9%
MIM
245
MetLife Investment Management
New Jersey
$125K +$83.3K +17,384 +150%
AC
246
Anson Capital
Georgia
$125K -$41.1K -8,572 -23%
SPIA
247
Steward Partners Investment Advisory
New York
$123K +$15.1K +3,154 +12%
CAM
248
Cresset Asset Management
Illinois
$123K +$34.9K +7,289 +36%
MFG
249
Merit Financial Group
Georgia
$121K +$15.3K +3,196 +13%
Focus Partners Wealth
250
Focus Partners Wealth
Massachusetts
$121K +$134K +27,973 New

MPT Hedge Fund Activity: Q2 2024 in Review

500 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q2 2024, worth a combined $1.66B — down 17% from $2B a quarter earlier.

Fund positioning in MPT was balanced in Q2 2024: 76 funds opened new positions, 76 closed out, 162 added to existing stakes and 193 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $13.1M. The largest seller was Centersquare Investment Management, exiting entirely with an estimated $46.8M sold.

  • 500 institutional investors held Medical Properties Trust (MPT) as of Q2 2024, down from 510 in Q1 2024.
  • Funds reported $1.66B of Medical Properties Trust stock for Q2 2024, down 17% quarter-over-quarter.
  • 76 funds opened new Medical Properties Trust positions in Q2 2024 and 76 closed out, a net change of 0 holders.
  • The largest Medical Properties Trust buyer in Q2 2024 was Balyasny Asset Management, an estimated $13.1M added.
  • The largest Medical Properties Trust seller in Q2 2024 was Centersquare Investment Management, an estimated $46.8M sold.

Based on aggregated 13F filings for Q2 2024.