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MPT

Medical Properties Trust

469 hedge funds and large institutions have $1.5B invested in Medical Properties Trust in 2024 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 129 increasing their positions, 200 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

2.87% less ownership

Funds ownership: 63.59%60.71% (-2.9%)

7% less funds holding

Funds holding: 506469 (-37)

33% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 92

33% less capital invested

Capital invested by funds: $2.23B → $1.5B (-$733M)

36% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 200

50% less call options, than puts

Call options by funds: $110M | Put options by funds: $220M

Holders
469
Holders Change
-37
Holders Change %
-7.31%
% of All Funds
6.18%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
62
Increased
129
Reduced
200
Closed
92
Calls
$110M
Puts
$220M
Net Calls
-$110M
Net Calls Change
+$32.9M
Name Holding Trade Value Shares
Change
Change in
Stake
JSW
301
Journey Strategic Wealth
New Jersey
$55.1K -$63.8K -14,235 -50%
IA
302
IFC Advisors
California
$54.7K +$62K +13,847 New
ACA
303
Atlas Capital Advisors
Wyoming
$54.2K -$137K -30,642 -69%
KWA
304
Kingswood Wealth Advisors
California
$54.1K +$61.3K +13,695 New
BAM
305
Broyhill Asset Management
North Carolina
$52.8K +$59.9K +13,364 New
SWM
306
SeaCrest Wealth Management
New York
$52.2K -$43.9K -9,800 -43%
IFG
307
Independent Financial Group
California
$52.1K -$4.48K -1,000 -7%
LFAS
308
Level Four Advisory Services
Texas
$52.1K
CLA
309
Carnegie Lake Advisors
New Jersey
$52K -$111K -24,685 -65%
PSF
310
Pacific Sun Financial
California
$51.9K -$17.4K -3,875 -23%
SI
311
Saxon Interests
Texas
$51.5K
AA
312
Armis Advisers
Georgia
$50.6K +$57.3K +12,800 New
SG
313
StoneX Group
New York
$50.3K +$56.6K +12,627 New
DTL
314
Dynamic Technology Lab
Singapore
$50K -$1.78K -398 -3%
FFA
315
Founders Financial Alliance
North Carolina
$49.7K -$39.3K -8,781 -41%
DS
316
DRW Securities
Illinois
$49.2K +$55.8K +12,453 New
CGH
317
Crossmark Global Holdings
Texas
$49K -$314 -70 -0.6%
PFS
318
Prospera Financial Services
Texas
$48.2K +$569 +127 +1%
RIG
319
RiverFront Investment Group
Virginia
$48.2K +$54.6K +12,192 New
CFO
320
Collective Family Office
Pennsylvania
$47.4K -$26.9K -6,000 -33%
ProShare Advisors
321
ProShare Advisors
Maryland
$46.8K +$251 +56 +0.5%
AC
322
Anson Capital
Georgia
$46.2K
TRCT
323
Tower Research Capital (TRC)
New York
$45.4K -$64.5K -14,389 -56%
HIP
324
HUB Investment Partners
Texas
$44.9K -$1.12K -250 -2%
DT
325
Diversified Trust
Tennessee
$44.4K -$64.2K -14,337 -56%

MPT Hedge Fund Activity: Q4 2024 in Review

469 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q4 2024, worth a combined $1.5B — down 33% from $2.23B a quarter earlier.

Sellers outnumbered buyers: 92 funds closed out of MPT and 62 opened new positions — a net loss of 30 holders — while 200 trimmed existing stakes and 129 added.

The largest buyer was UBS Group, adding an estimated $36.9M. The largest seller was Vanguard Group, cutting an estimated $35.6M.

  • 469 institutional investors held Medical Properties Trust (MPT) as of Q4 2024, down from 506 in Q3 2024.
  • Funds reported $1.5B of Medical Properties Trust stock for Q4 2024, down 33% quarter-over-quarter.
  • 62 funds opened new Medical Properties Trust positions in Q4 2024 and 92 closed out, a net change of -30 holders.
  • The largest Medical Properties Trust buyer in Q4 2024 was UBS Group, an estimated $36.9M added.
  • The largest Medical Properties Trust seller in Q4 2024 was Vanguard Group, an estimated $35.6M sold.

Based on aggregated 13F filings for Q4 2024.