We are live on ! Find out more
MPT

Medical Properties Trust

506 hedge funds and large institutions have $2.23B invested in Medical Properties Trust in 2024 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 147 increasing their positions, 210 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more capital invested

Capital invested by funds: $1.66B → $2.23B (+$568M)

22% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 54

1% more funds holding

Funds holding: 500506 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.43% less ownership

Funds ownership: 64.01%63.59% (-0.43%)

30% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 210

40% less call options, than puts

Call options by funds: $217M | Put options by funds: $360M

Holders
506
Holders Change
+6
Holders Change %
+1.2%
% of All Funds
7.26%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
66
Increased
147
Reduced
210
Closed
54
Calls
$217M
Puts
$360M
Net Calls
-$143M
Net Calls Change
-$72.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
251
AE Wealth Management
Kansas
$164K +$39K +7,902 +39%
CF
252
Corebridge Financial
Texas
$164K -$8.94K -1,814 -6%
FC
253
Fulcrum Capital
Washington
$162K -$91.2K -18,500 -40%
SRC
254
Shufro Rose & Co
New York
$162K
MFG
255
Merit Financial Group
Georgia
$160K -$3.68K -747 -3%
D.E. Shaw & Co
256
D.E. Shaw & Co
New York
$160K +$134K +27,280 New
NB
257
Norinchukin Bank
Japan
$159K -$1.33K -270 -1%
DFG
258
Demars Financial Group
Washington
$159K -$11.6K -2,352 -8%
Jones Financial Companies
259
Jones Financial Companies
Missouri
$157K +$78.1K +15,850 +151%
SC
260
Scotia Capital
Ontario, Canada
$154K +$2.19K +445 +2%
SCM
261
Shelton Capital Management
Colorado
$154K
GM
262
GeoWealth Management
Illinois
$152K +$34.2K +6,941 +36%
SAA
263
Southeast Asset Advisors
Georgia
$152K +$4.3K +872 +3%
STA
264
Summit Trail Advisors
New York
$152K +$126K +25,611 New
IAIM
265
International Assets Investment Management
Florida
$151K +$3.46M +700,783 +378%
TRCT
266
Tower Research Capital (TRC)
New York
$151K -$536K -108,638 -81%
WS
267
Wedbush Securities
California
$150K -$6.14K -1,245 -5%
SPIA
268
Steward Partners Investment Advisory
New York
$150K -$14.3K -2,910 -10%
DT
269
Diversified Trust
Tennessee
$150K -$92.6K -18,777 -42%
SA
270
Sanctuary Advisors
Indiana
$145K +$105K +21,379 +173%
BRWA
271
B. Riley Wealth Advisors
Florida
$145K -$22.2K -4,493 -15%
LNWWM
272
Laird Norton Wetherby Wealth Management
California
$143K -$9.03K -1,831 -7%
SPC
273
Sigma Planning Corp
Michigan
$142K -$3.26K -661 -3%
SAM
274
Storebrand Asset Management
Norway
$140K -$175K -35,512 -60%
BAM
275
Belpointe Asset Management
Nevada
$139K -$784 -159 -0.7%

MPT Hedge Fund Activity: Q3 2024 in Review

506 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q3 2024, worth a combined $2.23B — up 34% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new MPT positions and 54 closed out — a net gain of 12 holders — while 147 added to existing stakes and 210 trimmed.

The largest buyer was Silver Point Capital, adding an estimated $18M. The largest seller was BlackRock, cutting an estimated $13.1M.

  • 506 institutional investors held Medical Properties Trust (MPT) as of Q3 2024, up from 500 in Q2 2024.
  • Funds reported $2.23B of Medical Properties Trust stock for Q3 2024, up 34% quarter-over-quarter.
  • 66 funds opened new Medical Properties Trust positions in Q3 2024 and 54 closed out, a net change of +12 holders.
  • The largest Medical Properties Trust buyer in Q3 2024 was Silver Point Capital, an estimated $18M added.
  • The largest Medical Properties Trust seller in Q3 2024 was BlackRock, an estimated $13.1M sold.

Based on aggregated 13F filings for Q3 2024.