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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
LFAS
301
Level Four Advisory Services
Texas
$92.4K +$10.8K +2,132 +16%
PPW
302
Pasadena Private Wealth
California
$91.7K +$76.9K +15,200 New
MSAM
303
Moloney Securities Asset Management
Missouri
$91.6K +$283 +56 +0.4%
OSAM
304
O'Shaughnessy Asset Management
Connecticut
$90.9K +$76.2K +15,079 New
PFG
305
Prosperity Financial Group
California
$90.2K -$16.1K -3,182 -18%
Mirae Asset Global Investments
306
Mirae Asset Global Investments
South Korea
$88.5K -$6.65K -1,316 -8%
CG
307
CFO4Life Group
Texas
$87.5K +$2.64K +522 +4%
MAM
308
Mainsail Asset Management
Alabama
$86.9K +$1.32K +261 +2%
GT
309
Greenleaf Trust
Michigan
$86.5K +$187 +37 +0.3%
HS
310
Hazelview Securities
Ontario, Canada
$85.6K +$71.8K +14,200 New
PTC
311
Private Trust Company
Ohio
$84.3K -$10.4K -2,057 -13%
RIG
312
RiverFront Investment Group
Virginia
$83.7K +$8.54K +1,689 +14%
IA
313
IFC Advisors
California
$83.5K
BIG
314
Brookwood Investment Group
Arizona
$81.8K +$68.6K +13,573 New
CLA
315
Carnegie Lake Advisors
New Jersey
$81K +$1.26K +250 +2%
GWM
316
Geneos Wealth Management
Colorado
$80.1K +$38K +7,509 +203%
SWM
317
SeaCrest Wealth Management
New York
$79.7K
PP
318
PDS Planning
Ohio
$78.3K +$65.6K +12,977 New
FFA
319
Founders Financial Alliance
North Carolina
$77.4K +$1.32K +261 +2%
BAM
320
Broyhill Asset Management
North Carolina
$75.8K -$3.99K -789 -6%
CGH
321
Crossmark Global Holdings
Texas
$75.2K +$273 +54 +0.4%
BCI
322
Brinker Capital Investments
Pennsylvania
$74.5K +$10.6K +2,106 +21%
OPS
323
Orion Portfolio Solutions
Nebraska
$74.5K +$10.6K +2,106 +21%
CIA
324
Capital Investment Advisors
Georgia
$73.7K -$15.5K -3,072 -20%
UCFA
325
United Capital Financial Advisors
Texas
$73.3K +$9.3K +1,839 +18%

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.