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MPT

Medical Properties Trust

475 hedge funds and large institutions have $1.5B invested in Medical Properties Trust in 2025 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 138 increasing their positions, 189 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 50

1% more funds holding

Funds holding: 470475 (+5)

1.01% less ownership

Funds ownership: 58.66%57.65% (-1%)

27% less repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 189

31% less capital invested

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

75% less call options, than puts

Call options by funds: $71.6M | Put options by funds: $287M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
475
Holders Change
+5
Holders Change %
+1.06%
% of All Funds
6.25%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
58
Increased
138
Reduced
189
Closed
50
Calls
$71.6M
Puts
$287M
Net Calls
-$215M
Net Calls Change
+$58.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
251
Perigon Wealth Management
California
$108K -$8.93K -1,807 -7%
SF
252
Summit Financial
New Jersey
$106K +$32.9K +6,658 +38%
NG
253
Norden Group
Utah
$105K +$120K +24,357 New
SC
254
Scotia Capital
Ontario, Canada
$105K -$8.25K -1,670 -6%
SA
255
Sanctuary Advisors
Indiana
$104K -$21.4K -4,334 -15%
NA
256
NewEdge Advisors
Louisiana
$104K +$8.73K +1,766 +8%
PCIA
257
Prime Capital Investment Advisors
Kansas
$102K -$30.4K -6,153 -21%
SPC
258
Sigma Planning Corp
Michigan
$102K -$4.47K -904 -4%
SPIA
259
Steward Partners Investment Advisory
New York
$99.7K -$959 -194 -0.8%
SAM
260
Shell Asset Management
Netherlands
$99K -$28.5K -5,773 -20%
JTWM
261
Jackson Thornton Wealth Management
Alabama
$97.7K -$31.6K -6,402 -22%
LDB
262
Lee, Danner & Bass
Tennessee
$97.6K
SCM
263
Shelton Capital Management
Colorado
$96.2K -$5.54K -1,122 -5%
CIA
264
Concurrent Investment Advisors
Florida
$91.8K +$18.1K +3,671 +21%
Balyasny Asset Management
265
Balyasny Asset Management
Illinois
$90.6K +$104K +21,023 New
SSG
266
Summit Securities Group
New York
$90.6K +$9.98K +2,020 +11%
EI
267
Ellevest Inc
New York
$89.7K -$16.5K -3,339 -14%
NG
268
Novem Group
New York
$89.5K -$33.8K -6,831 -25%
JSW
269
Journey Strategic Wealth
New Jersey
$87.9K +$1.27K +258 +1%
BFA
270
Beacon Financial Advisory
Ohio
$87.6K +$618 +125 +0.6%
KBC Group
271
KBC Group
Belgium
$87K -$30.6K -6,196 -23%
SC
272
Savant Capital
Illinois
$86.5K +$99.2K +20,070 New
QC
273
Quantessence Capital
New York
$86.5K +$19.4K +3,920 +24%
CFS
274
Cannon Financial Strategists
Georgia
$86.2K
BRWA
275
B. Riley Wealth Advisors
Florida
$85.5K +$98K +19,837 New

MPT Hedge Fund Activity: Q2 2025 in Review

475 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q2 2025, worth a combined $1.5B — down 31% from $2.18B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new MPT positions and 50 closed out — a net gain of 8 holders — while 138 added to existing stakes and 189 trimmed.

The largest buyer was Coatue Management, adding an estimated $28.3M. The largest seller was BlackRock, cutting an estimated $33.7M.

  • 475 institutional investors held Medical Properties Trust (MPT) as of Q2 2025, up from 470 in Q1 2025.
  • Funds reported $1.5B of Medical Properties Trust stock for Q2 2025, down 31% quarter-over-quarter.
  • 58 funds opened new Medical Properties Trust positions in Q2 2025 and 50 closed out, a net change of +8 holders.
  • The largest Medical Properties Trust buyer in Q2 2025 was Coatue Management, an estimated $28.3M added.
  • The largest Medical Properties Trust seller in Q2 2025 was BlackRock, an estimated $33.7M sold.

Based on aggregated 13F filings for Q2 2025.