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MPT

Medical Properties Trust

470 hedge funds and large institutions have $2.18B invested in Medical Properties Trust in 2025 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 153 increasing their positions, 167 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more capital invested

Capital invested by funds: $1.5B → $2.18B (+$684M)

13% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 56

0% more funds holding

Funds holding: 469470 (+1)

8% less repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 167

2.05% less ownership

Funds ownership: 60.71%58.66% (-2%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

71% less call options, than puts

Call options by funds: $114M | Put options by funds: $387M

Holders
470
Holders Change
+1
Holders Change %
+0.21%
% of All Funds
6.3%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
63
Increased
153
Reduced
167
Closed
56
Calls
$114M
Puts
$387M
Net Calls
-$273M
Net Calls Change
-$163M
Name Holding Trade Value Shares
Change
Change in
Stake
EI
251
Ellevest Inc
New York
$146K +$5.84K +1,156 +5%
SCM
252
Shelton Capital Management
Colorado
$141K
CF
253
Corebridge Financial
Texas
$141K -$9.7K -1,918 -8%
SPIA
254
Steward Partners Investment Advisory
New York
$141K +$6.56K +1,297 +6%
VRS
255
Virginia Retirement Systems
Virginia
$139K +$117K +23,100 New
LDB
256
Lee, Danner & Bass
Tennessee
$137K
NA
257
NewEdge Advisors
Louisiana
$134K -$1.19K -236 -1%
MML Investors Services
258
MML Investors Services
Massachusetts
$133K +$8.16K +1,613 +8%
WPC
259
Wedmont Private Capital
Pennsylvania
$132K +$126K +24,907 New
CG
260
Caprock Group
Idaho
$129K +$2.08K +412 +2%
IWC
261
Integrated Wealth Concepts
Massachusetts
$128K -$1.26K -249 -1%
SWM
262
Sendero Wealth Management
Texas
$128K +$107K +21,225 New
Walleye Capital
263
Walleye Capital
New York
$127K +$106K +20,993 New
SP
264
Stablepoint Partners
Massachusetts
$124K -$25.8K -5,100 -20%
Marshall Wace
265
Marshall Wace
United Kingdom
$123K +$103K +20,429 New
Truist Financial
266
Truist Financial
North Carolina
$122K -$592K -117,092 -85%
BFA
267
Beacon Financial Advisory
Ohio
$122K +$12.1K +2,386 +13%
JSW
268
Journey Strategic Wealth
New Jersey
$121K +$31.3K +6,184 +44%
BAM
269
Belpointe Asset Management
Nevada
$121K -$18.5K -3,650 -15%
CFS
270
Cannon Financial Strategists
Georgia
$121K
LBWM
271
Left Brain Wealth Management
Illinois
$121K +$101K +20,000 New
SCA
272
Sage Capital Advisors
South Dakota
$117K -$384 -76 -0.4%
YIH
273
Y-Intercept (HK)
Hong Kong
$116K -$222K -43,999 -70%
SSG
274
Summit Securities Group
New York
$115K -$80.9K -16,000 -46%
SRL
275
Scientech Research LLC
New Jersey
$113K +$95.1K +18,806 New

MPT Hedge Fund Activity: Q1 2025 in Review

470 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q1 2025, worth a combined $2.18B — up 46% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new MPT positions and 56 closed out — a net gain of 7 holders — while 153 added to existing stakes and 167 trimmed.

The largest buyer was Coatue Management, opening a new position worth an estimated $16.8M. The largest seller was Vanguard Group, cutting an estimated $35.5M.

  • 470 institutional investors held Medical Properties Trust (MPT) as of Q1 2025, up from 469 in Q4 2024.
  • Funds reported $2.18B of Medical Properties Trust stock for Q1 2025, up 46% quarter-over-quarter.
  • 63 funds opened new Medical Properties Trust positions in Q1 2025 and 56 closed out, a net change of +7 holders.
  • The largest Medical Properties Trust buyer in Q1 2025 was Coatue Management, an estimated $16.8M added.
  • The largest Medical Properties Trust seller in Q1 2025 was Vanguard Group, an estimated $35.5M sold.

Based on aggregated 13F filings for Q1 2025.