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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
QC
251
Quadrature Capital
United Kingdom
$232K +$232K +47,295 New
CJFS
252
Coulter & Justus Financial Services
Tennessee
$232K -$23.6K -4,828 -9%
USAA
253
United Services Automobile Association
Texas
$226K +$18.5K +3,786 +9%
AC
254
Anson Capital
Georgia
$224K -$379K -77,428 -63%
MSRPS
255
Maryland State Retirement & Pension System
Maryland
$223K
KBC Group
256
KBC Group
Belgium
$217K +$14.6K +2,984 +7%
LFAS
257
Level Four Advisory Services
Texas
$215K -$67.9K -13,861 -24%
Federated Hermes
258
Federated Hermes
Pennsylvania
$213K -$58K -11,853 -21%
KeyBank National Association
259
KeyBank National Association
Ohio
$205K -$70K -14,300 -26%
DEA
260
DoubleLine ETF Adviser
Florida
$203K +$202K +41,307 New
SG Americas Securities
261
SG Americas Securities
New York
$201K -$316K -64,446 -61%
GCM
262
Greenland Capital Management
New York
$200K -$179K -36,540 -47%
SRL
263
Scientech Research LLC
New Jersey
$199K +$199K +40,625 New
WS
264
Wedbush Securities
California
$196K -$11.5K -2,342 -6%
BSW
265
Buckingham Strategic Wealth
Missouri
$193K +$94.8K +19,358 +97%
HCM
266
Highlander Capital Management
New Jersey
$190K -$6.86K -1,400 -3%
BA
267
Bristlecone Advisors
Washington
$190K -$76.4K -15,609 -29%
OBWG
268
Onyx Bridge Wealth Group
New York
$188K +$19.8K +4,043 +12%
VEA
269
Virtus ETF Advisers
New York
$187K +$76.5K +15,614 +69%
MGP
270
Metis Global Partners
California
$187K +$15K +3,057 +9%
KCM
271
Kendall Capital Management
Maryland
$183K -$36.7K -7,495 -17%
NA
272
NewEdge Advisors
Louisiana
$182K +$107K +21,775 +84%
DCM
273
DGS Capital Management
New Jersey
$178K +$178K +36,310 New
SIMG
274
Sonora Investment Management Group
Arizona
$178K -$27.9K -5,700 -14%
TFA
275
Teamwork Financial Advisors
Texas
$175K -$33.3K -6,792 -16%

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.