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MPT

Medical Properties Trust

506 hedge funds and large institutions have $2.23B invested in Medical Properties Trust in 2024 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 147 increasing their positions, 210 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more capital invested

Capital invested by funds: $1.66B → $2.23B (+$568M)

22% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 54

1% more funds holding

Funds holding: 500506 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.43% less ownership

Funds ownership: 64.01%63.59% (-0.43%)

30% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 210

40% less call options, than puts

Call options by funds: $217M | Put options by funds: $360M

Holders
506
Holders Change
+6
Holders Change %
+1.2%
% of All Funds
7.26%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
66
Increased
147
Reduced
210
Closed
54
Calls
$217M
Puts
$360M
Net Calls
-$143M
Net Calls Change
-$72.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
301
Collective Family Office
Pennsylvania
$105K -$4.44K -900 -5%
FTWA
302
Fifth Third Wealth Advisors
Ohio
$105K +$754 +153 +0.9%
PA
303
Profund Advisors
Maryland
$104K +$4.28K +868 +5%
ZIM
304
Zacks Investment Management
Illinois
$104K +$87.3K +17,707 New
GT
305
Greenleaf Trust
Michigan
$103K -$20.3K -4,122 -19%
CC
306
Commons Capital
Massachusetts
$101K -$3.22K -653 -4%
AWM
307
Accel Wealth Management
Iowa
$99.6K -$1.62K -328 -2%
PSF
308
Pacific Sun Financial
California
$99.6K -$493 -100 -0.6%
PTC
309
Private Trust Company
Ohio
$99.4K +$345 +70 +0.4%
ACM
310
Anfield Capital Management
California
$99.3K
ACM
311
Advisors Capital Management
New Jersey
$97K +$237 +48 +0.3%
LC
312
Lavaca Capital
Texas
$95.1K +$80.1K +16,255 New
RFC
313
Regions Financial Corp
Alabama
$94.6K
Franklin Resources
314
Franklin Resources
California
$92.3K -$362K -73,367 -78%
CIA
315
Capital Investment Advisors
Georgia
$91.5K -$2.77K -561 -3%
KA
316
Kovack Advisors
Florida
$91.4K
EF
317
Empowered Funds
Pennsylvania
$90.9K +$76.6K +15,540 New
PAM
318
Panagora Asset Management
Massachusetts
$89.9K -$20.9K -4,231 -22%
MSAM
319
Moloney Securities Asset Management
Missouri
$88.3K +$4.84K +982 +7%
NRD
320
Nebula Research & Development
New York
$88K -$110K -22,367 -60%
ACA
321
Aptus Capital Advisors
Alabama
$86.7K +$73K +14,814 New
FWM
322
Focused Wealth Management
New York
$86K +$79 +16 +0.1%
SFG
323
Sunburst Financial Group
Alabama
$85.4K +$705 +143 +1%
CIA
324
Concurrent Investment Advisors
Florida
$83.7K +$3.75K +760 +6%
IFG
325
Independent Financial Group
California
$83K -$521K -105,577 -88%

MPT Hedge Fund Activity: Q3 2024 in Review

506 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q3 2024, worth a combined $2.23B — up 34% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new MPT positions and 54 closed out — a net gain of 12 holders — while 147 added to existing stakes and 210 trimmed.

The largest buyer was Silver Point Capital, adding an estimated $18M. The largest seller was BlackRock, cutting an estimated $13.1M.

  • 506 institutional investors held Medical Properties Trust (MPT) as of Q3 2024, up from 500 in Q2 2024.
  • Funds reported $2.23B of Medical Properties Trust stock for Q3 2024, up 34% quarter-over-quarter.
  • 66 funds opened new Medical Properties Trust positions in Q3 2024 and 54 closed out, a net change of +12 holders.
  • The largest Medical Properties Trust buyer in Q3 2024 was Silver Point Capital, an estimated $18M added.
  • The largest Medical Properties Trust seller in Q3 2024 was BlackRock, an estimated $13.1M sold.

Based on aggregated 13F filings for Q3 2024.