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MPT

Medical Properties Trust

491 hedge funds and large institutions have $1.6B invested in Medical Properties Trust in 2026 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 165 increasing their positions, 161 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 58

1% more funds holding

Funds holding: 485491 (+6)

2% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 161

0.22% more ownership

Funds ownership: 57.58%57.8% (+0.22%)

8% less capital invested

Capital invested by funds: $1.73B → $1.6B (-$132M)

56% less call options, than puts

Call options by funds: $44.4M | Put options by funds: $101M

Holders
491
Holders Change
+6
Holders Change %
+1.24%
% of All Funds
6.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
70
Increased
165
Reduced
161
Closed
58
Calls
$44.4M
Puts
$101M
Net Calls
-$56.9M
Net Calls Change
+$53.5M
Name Holding Trade Value Shares
Change
Change in
Stake
FC
226
Fulcrum Capital
Washington
$159K -$521 -100 -0.3%
NA
227
NewEdge Advisors
Louisiana
$158K -$4.87K -933 -3%
EPW
228
Evolve Private Wealth
California
$156K -$35.6K -6,836 -17%
OSAM
229
O'Shaughnessy Asset Management
Connecticut
$154K +$91K +17,452 +111%
MML Investors Services
230
MML Investors Services
Massachusetts
$151K -$40.2K -7,713 -19%
MAS
231
Meeder Advisory Services
Ohio
$146K -$3.42K -656 -2%
PWM
232
Perigon Wealth Management
California
$145K +$14.1K +2,703 +9%
GM
233
GeoWealth Management
Illinois
$144K -$814 -156 -0.5%
FPAS
234
Focus Partners Advisor Solutions
Missouri
$143K -$142K -27,208 -47%
KP
235
Keel Point
Alabama
$141K +$49K +9,391 +45%
EWA
236
EP Wealth Advisors
California
$140K -$1.63K -313 -1%
BP
237
Ballentine Partners
Massachusetts
$136K -$13.7K -2,631 -8%
EWA
238
EverSource Wealth Advisors
Alabama
$127K -$18.8K -3,602 -12%
MA
239
Mutual Advisors
Nebraska
$127K -$10.4K -1,998 -7%
SLAM
240
Swiss Life Asset Management
$124K +$11.1K +2,133 +9%
KA
241
Kovack Advisors
Florida
$124K +$60K +11,500 +76%
PCA
242
Pallas Capital Advisors
Massachusetts
$122K -$115K -22,141 -46%
URS
243
Utah Retirement Systems
Utah
$122K
SAA
244
Southeast Asset Advisors
Georgia
$122K +$2.13K +408 +2%
IFG
245
Independent Financial Group
California
$121K +$14.6K +2,791 +12%
BWM
246
BCO Wealth Management
New Mexico
$121K
IA
247
IFP Advisors
Florida
$118K +$101K +19,394 +315%
S
248
SignatureFD
Georgia
$118K +$6.32K +1,211 +5%
SRC
249
Sage Rhino Capital
California
$118K +$2.06K +394 +2%
SCP
250
Sivia Capital Partners
California
$115K -$38.4K -7,369 -23%

MPT Hedge Fund Activity: Q1 2026 in Review

491 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q1 2026, worth a combined $1.6B — down 7.6% from $1.73B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new MPT positions and 58 closed out — a net gain of 12 holders — while 165 added to existing stakes and 161 trimmed.

The largest buyer was Jupiter Asset Management, opening a new position worth an estimated $34.9M. The largest seller was Morgan Stanley, cutting an estimated $27.2M.

  • 491 institutional investors held Medical Properties Trust (MPT) as of Q1 2026, up from 485 in Q4 2025.
  • Funds reported $1.6B of Medical Properties Trust stock for Q1 2026, down 7.6% quarter-over-quarter.
  • 70 funds opened new Medical Properties Trust positions in Q1 2026 and 58 closed out, a net change of +12 holders.
  • The largest Medical Properties Trust buyer in Q1 2026 was Jupiter Asset Management, an estimated $34.9M added.
  • The largest Medical Properties Trust seller in Q1 2026 was Morgan Stanley, an estimated $27.2M sold.

Based on aggregated 13F filings for Q1 2026.