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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
SRC
251
Shufro Rose & Co
New York
$179K -$69.3K -18,100 -32%
MAS
252
Meeder Advisory Services
Ohio
$178K +$74.3K +19,407 +105%
GCM
253
Greenland Capital Management
New York
$177K -$11.5K -3,000 -7%
AWM
254
Accel Wealth Management
Iowa
$177K +$61.7K +16,124 +75%
AC
255
Anson Capital
Georgia
$176K -$31.1K -8,117 -18%
JSW
256
Journey Strategic Wealth
New Jersey
$175K +$89.6K +23,413 +168%
HCM
257
Highlander Capital Management
New Jersey
$175K -$5.74K -1,500 -4%
KPWS
258
Kestra Private Wealth Services
Texas
$172K +$140K +36,563 New
BAM
259
Belpointe Asset Management
Nevada
$172K -$172K -44,898 -55%
PA
260
Parallel Advisors
California
$170K +$82.2K +21,459 +146%
JF
261
Jump Financial
Illinois
$169K -$2.43M -634,733 -95%
VU
262
Vanderbilt University
Tennessee
$168K +$91.6K +23,934 +204%
Wealth Enhancement Advisory Services
263
Wealth Enhancement Advisory Services
Minnesota
$164K +$15.2K +3,971 +13%
HI
264
Handelsinvest Investeringsforvaltning
Denmark
$163K -$69.1K -18,057 -34%
AWM
265
Axxcess Wealth Management
California
$160K +$131K +34,111 New
URS
266
Utah Retirement Systems
Utah
$154K -$766 -200 -0.6%
AIG
267
American International Group
New York
$154K -$2.97M -776,398 -96%
DFG
268
Demars Financial Group
Washington
$153K -$436K -113,778 -78%
BP
269
Ballentine Partners
Massachusetts
$152K +$22.1K +5,773 +22%
QCG
270
Quadrant Capital Group
Ohio
$151K +$44.5K +11,628 +57%
PCIA
271
Prime Capital Investment Advisors
Kansas
$150K +$58.7K +15,339 +92%
TFA
272
Teamwork Financial Advisors
Texas
$147K -$17.2K -4,482 -13%
KCM
273
Kendall Capital Management
Maryland
$143K -$26.8K -6,990 -19%
SV
274
Stilwell Value
New York
$141K +$115K +30,000 New
AIA
275
Arrow Investment Advisors
Maryland
$141K

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.