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MPT

Medical Properties Trust

462 hedge funds and large institutions have $1.7B invested in Medical Properties Trust in 2025 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 150 increasing their positions, 179 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $1.5B → $1.7B (+$204M)

1.9% less ownership

Funds ownership: 57.65%55.75% (-1.9%)

3% less funds holding

Funds holding: 475462 (-13)

13% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 68

16% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 179

63% less call options, than puts

Call options by funds: $83.3M | Put options by funds: $223M

Holders
462
Holders Change
-13
Holders Change %
-2.74%
% of All Funds
6.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
59
Increased
150
Reduced
179
Closed
68
Calls
$83.3M
Puts
$223M
Net Calls
-$140M
Net Calls Change
+$75.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
301
Panagora Asset Management
Massachusetts
$77.9K
PFS
302
Prospera Financial Services
Texas
$76.8K -$7.74K -1,758 -10%
PP
303
PDS Planning
Ohio
$76.2K -$410 -93 -0.6%
TFA
304
Toth Financial Advisory
Virginia
$76K -$4.63K -1,050 -7%
DFG
305
Dupree Financial Group
Kentucky
$76K +$66.1K +15,000 New
KCM
306
Kendall Capital Management
Maryland
$75.7K -$3.52K -800 -5%
EF
307
Empowered Funds
Pennsylvania
$74.1K +$2.31K +524 +4%
PTC
308
Private Trust Company
Ohio
$72.5K +$3.56K +807 +6%
TFA
309
Teamwork Financial Advisors
Texas
$72K -$13.8K -3,137 -18%
CGH
310
Crossmark Global Holdings
Texas
$71.4K -$300 -68 -0.5%
IA
311
IFC Advisors
California
$69.2K -$855 -194 -1%
CLA
312
Carnegie Lake Advisors
New Jersey
$68.4K
EW
313
Evoke Wealth
California
$68K +$58.3K +13,234 New
SC
314
Syon Capital
California
$67.3K -$56.1K -12,736 -49%
WA
315
Waverly Advisors
Alabama
$67.2K +$58.4K +13,252 New
SAI
316
Savvy Advisors Inc
New York
$66.7K +$58K +13,165 New
Truist Financial
317
Truist Financial
North Carolina
$66.7K -$13.6K -3,080 -19%
OSAM
318
O'Shaughnessy Asset Management
Connecticut
$64.9K -$3.37K -764 -6%
BAM
319
Broyhill Asset Management
North Carolina
$63.8K
VCP
320
Verus Capital Partners
Arizona
$63.5K +$141 +32 +0.3%
PPW
321
Pasadena Private Wealth
California
$63.4K -$11.9K -2,700 -18%
SCM
322
Schnieders Capital Management
California
$62.9K -$16.7K -3,800 -23%
MCM
323
MAI Capital Management
Ohio
$62.7K +$2.18K +494 +4%
BB
324
Busey Bank
Illinois
$62.6K +$4.41K +1,000 +9%
PA
325
Profund Advisors
Maryland
$62.1K -$11.2K -2,535 -17%

MPT Hedge Fund Activity: Q3 2025 in Review

462 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q3 2025, worth a combined $1.7B — up 14% from $1.5B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of MPT and 59 opened new positions — a net loss of 9 holders — while 179 trimmed existing stakes and 150 added.

The largest buyer was AQR Capital Management, adding an estimated $32.1M. The largest seller was BlackRock, cutting an estimated $38.7M.

  • 462 institutional investors held Medical Properties Trust (MPT) as of Q3 2025, down from 475 in Q2 2025.
  • Funds reported $1.7B of Medical Properties Trust stock for Q3 2025, up 14% quarter-over-quarter.
  • 59 funds opened new Medical Properties Trust positions in Q3 2025 and 68 closed out, a net change of -9 holders.
  • The largest Medical Properties Trust buyer in Q3 2025 was AQR Capital Management, an estimated $32.1M added.
  • The largest Medical Properties Trust seller in Q3 2025 was BlackRock, an estimated $38.7M sold.

Based on aggregated 13F filings for Q3 2025.