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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
PA
251
Profund Advisors
Maryland
$85.9K +$17.9K +3,998 +23%
IWC
252
Integrated Wealth Concepts
Massachusetts
$85K +$564 +126 +0.6%
CG
253
Caprock Group
Idaho
$83.6K +$92.9K +20,737 New
MML Investors Services
254
MML Investors Services
Massachusetts
$81K -$12.1K -2,704 -12%
Fidelity International
255
Fidelity International
Bermuda
$80.8K -$9.99K -2,231 -10%
CFS
256
Cannon Financial Strategists
Georgia
$79K +$89.6K +20,000 New
SCA
257
Sage Capital Advisors
South Dakota
$76.6K +$86.9K +19,400 New
QCM
258
QRG Capital Management
Illinois
$76.4K -$127K -28,245 -59%
HPM
259
Hoxton Planning & Management
West Virginia
$75K -$55.7K -12,435 -40%
Franklin Resources
260
Franklin Resources
California
$74.2K -$7.11K -1,588 -8%
BCWM
261
Bartlett & Co Wealth Management
Ohio
$72.4K -$82.9K -18,500 -51%
FRA
262
Frank Rimerman Advisors
California
$71.7K +$31.7K +7,070 +64%
PFG
263
Prosperity Financial Group
California
$71.7K -$10.6K -2,364 -12%
KCM
264
Kendall Capital Management
Maryland
$71.4K -$5.82K -1,300 -7%
FTWA
265
Fifth Third Wealth Advisors
Ohio
$70.9K
BFA
266
Beacon Financial Advisory
Ohio
$70.3K -$4.04K -903 -5%
CIA
267
Concurrent Investment Advisors
Florida
$69.5K +$14.8K +3,294 +23%
LNWWM
268
Laird Norton Wetherby Wealth Management
California
$69.5K -$30.9K -6,902 -28%
TFA
269
Teamwork Financial Advisors
Texas
$68.8K -$17.3K -3,863 -18%
Nomura Holdings
270
Nomura Holdings
Japan
$68.5K +$77.7K +17,339 New
AWM
271
Accel Wealth Management
Iowa
$67.6K +$349 +78 +0.5%
SAI
272
Savvy Advisors Inc
New York
$67.3K +$27.3K +6,086 +56%
BRWM
273
Blue Rock Wealth Management
North Carolina
$67.2K +$76.1K +17,000 New
ACM
274
Anfield Capital Management
California
$67K
KA
275
Kovack Advisors
Florida
$66.7K +$5.67K +1,267 +8%

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.