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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
CG
301
Caprock Group
Idaho
$97.5K +$26.7K +6,984 +51%
PFG
302
Prosperity Financial Group
California
$97.5K -$35.8K -9,357 -31%
CAM
303
Cresset Asset Management
Illinois
$95.7K -$113K -29,559 -59%
KA
304
Kovack Advisors
Florida
$95.6K
OC
305
Oppenheimer & Co
New York
$94.4K -$233K -60,971 -75%
MWM
306
Modera Wealth Management
New Jersey
$94K +$30.6K +8,000 +67%
GAM
307
Groupama Asset Management
France
$93.1K -$112K -29,265 -60%
PA
308
Profund Advisors
Maryland
$90.3K +$9.96K +2,601 +16%
GWP
309
Gateway Wealth Partners
Wisconsin
$90.1K -$3.78K -988 -5%
FFA
310
Founders Financial Alliance
North Carolina
$89.3K -$22K -5,737 -23%
CTC
311
Central Trust Company
Missouri
$88.4K -$9.38K -2,450 -12%
DTL
312
Dynamic Technology Lab
Singapore
$87K -$38.4K -10,034 -35%
MLICM
313
Metropolitan Life Insurance Company (MetLife)
New York
$86.9K +$605 +158 +0.9%
EH
314
Equitable Holdings
New York
$86.6K -$29.3K -7,655 -29%
FPAS
315
Focus Partners Advisor Solutions
Missouri
$86.2K +$70.3K +18,349 New
AWM
316
Atticus Wealth Management
Florida
$85.8K +$7.88K +2,057 +13%
CDH
317
Charles D. Hyman
$85K
BCI
318
Brinker Capital Investments
Pennsylvania
$84.8K +$69K +18,032 New
OPS
319
Orion Portfolio Solutions
Nebraska
$84.8K +$69K +18,032 New
CC
320
Commons Capital
Massachusetts
$84.6K -$6.32K -1,651 -8%
SAF
321
Smith Anglin Financial
Texas
$84.6K +$68.9K +18,000 New
RFC
322
Regions Financial Corp
Alabama
$82.3K -$12.6K -3,300 -16%
UCFA
323
United Capital Financial Advisors
Texas
$80.9K +$4.47K +1,167 +7%
LSA
324
Leonteq Securities AG
Switzerland
$80.8K +$5.61K +1,464 +9%
SCM
325
Schnieders Capital Management
California
$80.4K -$45.1K -11,767 -41%

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.