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MPT

Medical Properties Trust

500 hedge funds and large institutions have $1.66B invested in Medical Properties Trust in 2024 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 162 increasing their positions, 193 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 76

2% less funds holding

Funds holding: 510500 (-10)

7.11% less ownership

Funds ownership: 71.12%64.01% (-7.1%)

16% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 193

17% less capital invested

Capital invested by funds: $2B → $1.66B (-$343M)

37% less call options, than puts

Call options by funds: $122M | Put options by funds: $193M

Holders
500
Holders Change
-10
Holders Change %
-1.96%
% of All Funds
7.22%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
76
Increased
162
Reduced
193
Closed
76
Calls
$122M
Puts
$193M
Net Calls
-$70.6M
Net Calls Change
+$5.44M
Name Holding Trade Value Shares
Change
Change in
Stake
OPS
276
Orion Portfolio Solutions
Nebraska
$96K +$20.3K +4,232 +23%
KCM
277
Kendall Capital Management
Maryland
$94.3K -$40.7K -8,500 -28%
BCWM
278
Bartlett & Co Wealth Management
Ohio
$94.1K
GT
279
Greenleaf Trust
Michigan
$93.8K +$37.8K +7,886 +57%
CG
280
Caprock Group
Idaho
$93.1K +$551 +115 +0.6%
FFA
281
Founders Financial Alliance
North Carolina
$89.1K +$8.02K +1,673 +9%
AWM
282
AE Wealth Management
Kansas
$86.9K +$22K +4,589 +29%
PAM
283
Panagora Asset Management
Massachusetts
$84.4K +$17.9K +3,735 +24%
PFG
284
Prosperity Financial Group
California
$83.7K -$6.37K -1,329 -6%
SWP
285
Stratos Wealth Partners
Ohio
$82.8K -$16.4K -3,420 -15%
GM
286
GeoWealth Management
Illinois
$82.4K +$91.6K +19,110 New
CFO
287
Collective Family Office
Pennsylvania
$81.5K -$13.5K -2,820 -13%
KBC Group
288
KBC Group
Belgium
$81K -$19.3K -4,036 -18%
Mirae Asset Global Investments
289
Mirae Asset Global Investments
South Korea
$80.6K -$19.7K -4,112 -19%
WG
290
Welch Group
Alabama
$80.6K +$29.2K +6,098 +48%
Carson Wealth (CWM LLC)
291
Carson Wealth (CWM LLC)
Nebraska
$80K +$7.46K +1,557 +9%
LMIM
292
Lockheed Martin Investment Management
Maryland
$79.3K -$53.8K -11,228 -38%
CC
293
Commons Capital
Massachusetts
$77.5K -$182 -38 -0.2%
FTWA
294
Fifth Third Wealth Advisors
Ohio
$76.7K +$85.3K +17,796 New
KWA
295
Kingswood Wealth Advisors
California
$75.8K +$34.9K +7,281 +71%
AWM
296
Accel Wealth Management
Iowa
$74.8K -$97.7K -20,385 -54%
BFA
297
Beacon Financial Advisory
Ohio
$74.1K +$82.4K +17,190 New
PSF
298
Pacific Sun Financial
California
$73.8K -$31.3K -6,525 -28%
SCM
299
Schnieders Capital Management
California
$73.7K
ACM
300
Anfield Capital Management
California
$73.2K

MPT Hedge Fund Activity: Q2 2024 in Review

500 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q2 2024, worth a combined $1.66B — down 17% from $2B a quarter earlier.

Fund positioning in MPT was balanced in Q2 2024: 76 funds opened new positions, 76 closed out, 162 added to existing stakes and 193 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $13.1M. The largest seller was Centersquare Investment Management, exiting entirely with an estimated $46.8M sold.

  • 500 institutional investors held Medical Properties Trust (MPT) as of Q2 2024, down from 510 in Q1 2024.
  • Funds reported $1.66B of Medical Properties Trust stock for Q2 2024, down 17% quarter-over-quarter.
  • 76 funds opened new Medical Properties Trust positions in Q2 2024 and 76 closed out, a net change of 0 holders.
  • The largest Medical Properties Trust buyer in Q2 2024 was Balyasny Asset Management, an estimated $13.1M added.
  • The largest Medical Properties Trust seller in Q2 2024 was Centersquare Investment Management, an estimated $46.8M sold.

Based on aggregated 13F filings for Q2 2024.