We are live on ! Find out more
MPT

Medical Properties Trust

469 hedge funds and large institutions have $1.5B invested in Medical Properties Trust in 2024 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 129 increasing their positions, 200 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

2.87% less ownership

Funds ownership: 63.59%60.71% (-2.9%)

7% less funds holding

Funds holding: 506469 (-37)

33% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 92

33% less capital invested

Capital invested by funds: $2.23B → $1.5B (-$733M)

36% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 200

50% less call options, than puts

Call options by funds: $110M | Put options by funds: $220M

Holders
469
Holders Change
-37
Holders Change %
-7.31%
% of All Funds
6.18%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
62
Increased
129
Reduced
200
Closed
92
Calls
$110M
Puts
$220M
Net Calls
-$110M
Net Calls Change
+$32.9M
Name Holding Trade Value Shares
Change
Change in
Stake
QCM
226
Quantinno Capital Management
New York
$108K -$21K -4,694 -15%
MFG
227
Merit Financial Group
Georgia
$108K -$551 -123 -0.4%
BAM
228
Belpointe Asset Management
Nevada
$107K +$67 +15 +0.1%
NB
229
Norinchukin Bank
Japan
$105K -$2.85K -636 -2%
SAA
230
Southeast Asset Advisors
Georgia
$104K +$1.72K +384 +1%
BRWA
231
B. Riley Wealth Advisors
Florida
$104K +$4.8K +1,072 +4%
KBC Group
232
KBC Group
Belgium
$104K +$34.2K +7,639 +41%
STA
233
Summit Trail Advisors
New York
$103K -$224 -50 -0.2%
BWM
234
BCO Wealth Management
New Mexico
$103K +$117K +26,100 New
SC
235
Scotia Capital
Ontario, Canada
$102K -$1.99K -445 -2%
SP
236
Stablepoint Partners
Massachusetts
$101K -$88.8K -19,827 -44%
NG
237
Novem Group
New York
$101K +$114K +25,548 New
GWA
238
GGM Wealth Advisors
Maryland
$100K +$21K +4,686 +23%
CF
239
Corebridge Financial
Texas
$99.9K -$12.1K -2,705 -10%
TI
240
TrueMark Investments
Illinois
$98.7K -$224K -50,045 -67%
SF
241
Summit Financial
New Jersey
$95.8K +$2.94K +656 +3%
SCM
242
Shelton Capital Management
Colorado
$92.6K -$13K -2,907 -11%
IA
243
Inspire Advisors
Idaho
$92K +$104K +23,284 New
EI
244
Ellevest Inc
New York
$90.8K +$3.18K +709 +3%
SFA
245
Sequoia Financial Advisors
Ohio
$90.4K -$23.6K -5,272 -19%
SPC
246
Sigma Planning Corp
Michigan
$90.2K -$6.37K -1,422 -6%
LDB
247
Lee, Danner & Bass
Tennessee
$89.4K
NA
248
NewEdge Advisors
Louisiana
$88.8K -$79.3K -17,715 -44%
SRC
249
Sage Rhino Capital
California
$88.1K -$45.5K -10,158 -31%
SPIA
250
Steward Partners Investment Advisory
New York
$87K -$16K -3,583 -14%

MPT Hedge Fund Activity: Q4 2024 in Review

469 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q4 2024, worth a combined $1.5B — down 33% from $2.23B a quarter earlier.

Sellers outnumbered buyers: 92 funds closed out of MPT and 62 opened new positions — a net loss of 30 holders — while 200 trimmed existing stakes and 129 added.

The largest buyer was UBS Group, adding an estimated $36.9M. The largest seller was Vanguard Group, cutting an estimated $35.6M.

  • 469 institutional investors held Medical Properties Trust (MPT) as of Q4 2024, down from 506 in Q3 2024.
  • Funds reported $1.5B of Medical Properties Trust stock for Q4 2024, down 33% quarter-over-quarter.
  • 62 funds opened new Medical Properties Trust positions in Q4 2024 and 92 closed out, a net change of -30 holders.
  • The largest Medical Properties Trust buyer in Q4 2024 was UBS Group, an estimated $36.9M added.
  • The largest Medical Properties Trust seller in Q4 2024 was Vanguard Group, an estimated $35.6M sold.

Based on aggregated 13F filings for Q4 2024.