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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
QCM
276
QRG Capital Management
Illinois
$109K -$6.2K -1,227 -6%
FTWA
277
Fifth Third Wealth Advisors
Ohio
$109K +$359 +71 +0.4%
HPM
278
Hoxton Planning & Management
West Virginia
$108K -$5.61K -1,109 -6%
CIA
279
Concurrent Investment Advisors
Florida
$106K +$147 +29 +0.2%
RIA
280
RPG Investment Advisory
California
$106K +$36.9K +7,300 +71%
SF
281
Summit Financial
New Jersey
$106K -$31.3K -6,184 -26%
KCM
282
Kendall Capital Management
Maryland
$106K -$2.53K -500 -3%
CCM
283
Coldstream Capital Management
Washington
$106K +$88.8K +17,568 New
TFA
284
Teamwork Financial Advisors
Texas
$105K +$172 +34 +0.2%
EF
285
Empowered Funds
Pennsylvania
$103K +$2.67K +528 +3%
BRWM
286
Blue Rock Wealth Management
North Carolina
$103K
ACM
287
Anfield Capital Management
California
$102K
CC
288
Commons Capital
Massachusetts
$101K +$96 +19 +0.1%
SAI
289
Savvy Advisors Inc
New York
$101K -$1.28K -253 -1%
AWM
290
Accel Wealth Management
Iowa
$101K -$1.69K -334 -2%
KA
291
Kovack Advisors
Florida
$101K -$829 -164 -1%
OC
292
Oppenheimer & Co
New York
$99K +$83K +16,419 New
OFO
293
OneAscent Family Office
Alabama
$98K +$622 +123 +0.8%
SCM
294
Schnieders Capital Management
California
$97.7K
QC
295
Quantessence Capital
New York
$97.3K +$81.6K +16,138 New
SFA
296
Sequoia Financial Advisors
Ohio
$95.9K -$35.3K -6,972 -30%
TFA
297
Toth Financial Advisory
Virginia
$95.3K +$5.87K +1,160 +8%
FRA
298
Frank Rimerman Advisors
California
$92.9K -$13.9K -2,741 -15%
PA
299
Profund Advisors
Maryland
$92.7K -$32.2K -6,366 -29%
PAM
300
Panagora Asset Management
Massachusetts
$92.6K

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.