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MPT

Medical Properties Trust

557 hedge funds and large institutions have $9.55B invested in Medical Properties Trust in 2021 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 240 increasing their positions, 157 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 157

19% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 54

2% more funds holding

Funds holding: 548557 (+9)

1.43% less ownership

Funds ownership: 82.39%80.96% (-1.4%)

6% less capital invested

Capital invested by funds: $10.1B → $9.55B (-$598M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

29% less call options, than puts

Call options by funds: $26.8M | Put options by funds: $37.4M

Holders
557
Holders Change
+9
Holders Change %
+1.64%
% of All Funds
9.69%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
64
Increased
240
Reduced
157
Closed
54
Calls
$26.8M
Puts
$37.4M
Net Calls
-$10.7M
Net Calls Change
-$11.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
276
Central Trust Company
Missouri
$773K +$75.9K +3,550 +10%
MAM
277
Madison Asset Management
Wisconsin
$735K
MML Investors Services
278
MML Investors Services
Massachusetts
$732K +$132K +6,181 +20%
LWMM
279
Legacy Wealth Management (Mississippi)
Mississippi
$728K +$775K +36,215 New
AA
280
ALPS Advisors
Colorado
$722K +$67.8K +3,170 +10%
Twin Tree Management
281
Twin Tree Management
Texas
$714K +$759K +35,508 New
KCPG
282
Kavar Capital Partners Group
Kansas
$684K +$728K +34,050 New
OIA
283
Optimum Investment Advisors
Illinois
$682K +$53.5K +2,500 +8%
Boston Partners
284
Boston Partners
Massachusetts
$676K -$15.3K -715 -2%
AQR Capital Management
285
AQR Capital Management
Connecticut
$669K +$134K +6,252 +23%
AWM
286
AE Wealth Management
Kansas
$664K +$138K +6,455 +24%
SRC
287
Shufro Rose & Co
New York
$663K
SCM
288
Shelton Capital Management
Colorado
$657K +$53.9K +2,518 +8%
IMOV
289
Investment Management of Virginia
Virginia
$656K +$42.8K +2,000 +7%
SBIA
290
Sheaff Brock Investment Advisors
Indiana
$653K +$5.35K +250 +0.8%
EAM
291
Eagle Asset Management
Florida
$644K +$22.8K +1,067 +3%
SWP
292
Stratos Wealth Partners
Ohio
$642K +$227K +10,617 +50%
DWM
293
Dakota Wealth Management
Florida
$631K -$71.1K -3,326 -10%
BDF
294
Balasa Dinverno & Foltz
$621K -$5.78K -270 -0.9%
WA
295
WESPAC Advisors
California
$612K -$684K -31,960 -51%
HWAM
296
Hennion & Walsh Asset Management
New Jersey
$599K -$30.2K -1,414 -5%
VCS
297
Vaughan & Co Securities
New Jersey
$596K
KWM
298
Keebeck Wealth Management
Illinois
$590K -$428K -20,000 -41%
CTA
299
Chesley Taft & Associates
Illinois
$579K
TGAM
300
TBH Global Asset Management
Tennessee
$571K

MPT Hedge Fund Activity: Q2 2021 in Review

557 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q2 2021, worth a combined $9.55B — down 5.9% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new MPT positions and 54 closed out — a net gain of 10 holders — while 240 added to existing stakes and 157 trimmed.

The largest buyer was BlackRock, adding an estimated $117M. The largest seller was Cohen & Steers, cutting an estimated $324M.

  • 557 institutional investors held Medical Properties Trust (MPT) as of Q2 2021, up from 548 in Q1 2021.
  • Funds reported $9.55B of Medical Properties Trust stock for Q2 2021, down 5.9% quarter-over-quarter.
  • 64 funds opened new Medical Properties Trust positions in Q2 2021 and 54 closed out, a net change of +10 holders.
  • The largest Medical Properties Trust buyer in Q2 2021 was BlackRock, an estimated $117M added.
  • The largest Medical Properties Trust seller in Q2 2021 was Cohen & Steers, an estimated $324M sold.

Based on aggregated 13F filings for Q2 2021.