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MPT

Medical Properties Trust

510 hedge funds and large institutions have $2B invested in Medical Properties Trust in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 182 increasing their positions, 189 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 189

2.23% less ownership

Funds ownership: 73.35%71.12% (-2.2%)

7% less capital invested

Capital invested by funds: $2.16B → $2B (-$158M)

7% less funds holding

Funds holding: 551510 (-41)

31% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 105

34% less call options, than puts

Call options by funds: $151M | Put options by funds: $227M

Holders
510
Holders Change
-41
Holders Change %
-7.44%
% of All Funds
7.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
72
Increased
182
Reduced
189
Closed
105
Calls
$151M
Puts
$227M
Net Calls
-$76M
Net Calls Change
-$32.5M
Name Holding Trade Value Shares
Change
Change in
Stake
RJT
276
Raymond James Trust
Florida
$138K -$11K -2,865 -9%
X
277
Xponance
Pennsylvania
$134K -$167K -43,622 -60%
NB
278
Norinchukin Bank
Japan
$134K -$1.38K -359 -1%
ECM
279
Evergreen Capital Management
Washington
$133K -$7.65K -1,998 -7%
SAM
280
Shell Asset Management
Netherlands
$131K -$11.9K -3,096 -9%
EI
281
Ellevest Inc
New York
$129K +$38.6K +10,084 +58%
SRC
282
Sage Rhino Capital
California
$128K +$105K +27,301 New
SPC
283
Sigma Planning Corp
Michigan
$126K +$41.5K +10,849 +68%
SC
284
Scotia Capital
Ontario, Canada
$126K -$632 -165 -0.6%
Korea Investment Corp
285
Korea Investment Corp
South Korea
$123K
MFG
286
Merit Financial Group
Georgia
$122K -$181K -47,396 -66%
SPIA
287
Steward Partners Investment Advisory
New York
$119K -$5.51K -1,439 -5%
MML Investors Services
288
MML Investors Services
Massachusetts
$119K -$20.9K -5,459 -18%
SAA
289
Southeast Asset Advisors
Georgia
$115K +$3.57K +933 +4%
SWM
290
SeaCrest Wealth Management
New York
$112K -$1.34K -351 -1%
Mirae Asset Global Investments
291
Mirae Asset Global Investments
South Korea
$112K -$3.49M -912,325 -98%
PSF
292
Pacific Sun Financial
California
$111K -$9.9K -2,586 -10%
LNWWM
293
Laird Norton Wetherby Wealth Management
California
$111K +$51.5K +13,460 +134%
KBC Group
294
KBC Group
Belgium
$107K -$82.1K -21,437 -48%
SWP
295
Stratos Wealth Partners
Ohio
$106K -$207K -53,942 -70%
MTIM
296
Marathon Trading Investment Management
Pennsylvania
$103K +$84.2K +22,000 New
CFO
297
Collective Family Office
Pennsylvania
$102K +$11.9K +3,120 +17%
RPWA
298
Regent Peak Wealth Advisors
Georgia
$100K +$81.7K +21,348 New
BCWM
299
Bartlett & Co Wealth Management
Ohio
$99.2K
BHCM
300
Brevan Howard Capital Management
Jersey
$98.9K -$128K -33,538 -61%

MPT Hedge Fund Activity: Q1 2024 in Review

510 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q1 2024, worth a combined $2B — down 7.3% from $2.16B a quarter earlier.

Sellers outnumbered buyers: 105 funds closed out of MPT and 72 opened new positions — a net loss of 33 holders — while 189 trimmed existing stakes and 182 added.

The largest buyer was BlackRock, adding an estimated $87M. The largest seller was Cohen & Steers, exiting entirely with an estimated $114M sold.

  • 510 institutional investors held Medical Properties Trust (MPT) as of Q1 2024, down from 551 in Q4 2023.
  • Funds reported $2B of Medical Properties Trust stock for Q1 2024, down 7.3% quarter-over-quarter.
  • 72 funds opened new Medical Properties Trust positions in Q1 2024 and 105 closed out, a net change of -33 holders.
  • The largest Medical Properties Trust buyer in Q1 2024 was BlackRock, an estimated $87M added.
  • The largest Medical Properties Trust seller in Q1 2024 was Cohen & Steers, an estimated $114M sold.

Based on aggregated 13F filings for Q1 2024.