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MPT

Medical Properties Trust

485 hedge funds and large institutions have $1.73B invested in Medical Properties Trust in 2025 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 168 increasing their positions, 153 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 55

5% more funds holding

Funds holding: 462485 (+23)

1.83% more ownership

Funds ownership: 55.75%57.58% (+1.8%)

10% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 153

2% more capital invested

Capital invested by funds: $1.7B → $1.73B (+$34.3M)

68% less call options, than puts

Call options by funds: $52.4M | Put options by funds: $163M

Holders
485
Holders Change
+23
Holders Change %
+4.98%
% of All Funds
5.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
88
Increased
168
Reduced
153
Closed
55
Calls
$52.4M
Puts
$163M
Net Calls
-$110M
Net Calls Change
+$29.2M
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
301
O'Shaughnessy Asset Management
Connecticut
$78.8K +$15.5K +2,968 +23%
FWI
302
Facet Wealth Inc
Maryland
$78.6K +$81.8K +15,716 New
BWFA
303
Baltimore-Washington Financial Advisors
Maryland
$77.1K +$80.3K +15,425 New
PAM
304
Panagora Asset Management
Massachusetts
$76.8K
PFS
305
Prospera Financial Services
Texas
$76.3K +$609 +117 +0.8%
KWA
306
Kingswood Wealth Advisors
California
$76.2K +$79.4K +15,248 New
KA
307
Kovack Advisors
Florida
$75.8K -$2.81K -540 -3%
TFA
308
Toth Financial Advisory
Virginia
$75.8K +$781 +150 +1%
CFO
309
Callan Family Office
Pennsylvania
$75.5K +$78.6K +15,094 New
PP
310
PDS Planning
Ohio
$75.4K +$318 +61 +0.4%
CPA
311
Capital Performance Advisors
California
$75.4K +$78.5K +15,080 New
VCP
312
Verus Capital Partners
Arizona
$75.3K +$13.2K +2,530 +20%
DFG
313
Dupree Financial Group
Kentucky
$75K
Mirae Asset Global Investments
314
Mirae Asset Global Investments
South Korea
$74.9K +$19.5K +3,746 +33%
LFAS
315
Level Four Advisory Services
Texas
$73.4K -$4.61K -886 -6%
EW
316
Evoke Wealth
California
$72.8K +$5.45K +1,046 +8%
SL
317
Sentinus LLC
Illinois
$72.2K +$75.2K +14,445 New
AF
318
Allworth Financial
California
$72.2K +$17.2K +3,304 +30%
CGH
319
Crossmark Global Holdings
Texas
$71.7K +$1.35K +260 +2%
AC
320
AlphaCore Capital
California
$70.4K +$71.9K +13,805 New
IA
321
IFC Advisors
California
$68.4K +$151 +29 +0.2%
TCA
322
Transcend Capital Advisors
New Jersey
$67.7K +$70.5K +13,542 New
QFW
323
QTR Family Wealth
Florida
$67K +$5.86K +1,125 +10%
SC
324
Syon Capital
California
$66.4K
BRWA
325
B. Riley Wealth Advisors
Florida
$65K -$36.7K -7,041 -35%

MPT Hedge Fund Activity: Q4 2025 in Review

485 of the 8,229 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q4 2025, worth a combined $1.73B — up 2% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new MPT positions and 55 closed out — a net gain of 33 holders — while 168 added to existing stakes and 153 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $28M. The largest seller was Coatue Management, cutting an estimated $23.6M.

  • 485 institutional investors held Medical Properties Trust (MPT) as of Q4 2025, up from 462 in Q3 2025.
  • Funds reported $1.73B of Medical Properties Trust stock for Q4 2025, up 2% quarter-over-quarter.
  • 88 funds opened new Medical Properties Trust positions in Q4 2025 and 55 closed out, a net change of +33 holders.
  • The largest Medical Properties Trust buyer in Q4 2025 was Morgan Stanley, an estimated $28M added.
  • The largest Medical Properties Trust seller in Q4 2025 was Coatue Management, an estimated $23.6M sold.

Based on aggregated 13F filings for Q4 2025.