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MPT

Medical Properties Trust

491 hedge funds and large institutions have $1.6B invested in Medical Properties Trust in 2026 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 165 increasing their positions, 161 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 58

1% more funds holding

Funds holding: 485491 (+6)

2% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 161

0.22% more ownership

Funds ownership: 57.58%57.8% (+0.22%)

8% less capital invested

Capital invested by funds: $1.73B → $1.6B (-$132M)

56% less call options, than puts

Call options by funds: $44.4M | Put options by funds: $101M

Holders
491
Holders Change
+6
Holders Change %
+1.24%
% of All Funds
6.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
70
Increased
165
Reduced
161
Closed
58
Calls
$44.4M
Puts
$101M
Net Calls
-$56.9M
Net Calls Change
+$53.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
301
Ameritas Advisory Services
Nebraska
$77.2K -$9.37K -1,796 -10%
VA
302
VestGen Advisors
Illinois
$76.8K +$78.3K +15,023 New
Janney Montgomery Scott
303
Janney Montgomery Scott
Pennsylvania
$76K -$74.8K -14,346 -47%
BEI
304
Benjamin Edwards Inc
Missouri
$75.3K +$84.8K +16,267 New
EF
305
Empowered Funds
Pennsylvania
$74.9K -$5.49K -1,053 -6%
SCM
306
Shelton Capital Management
Colorado
$74.5K
TFA
307
Toth Financial Advisory
Virginia
$74K +$4.38K +840 +6%
MW
308
Marble Wealth
Alabama
$73K -$15.1K -2,887 -15%
WA
309
Waverly Advisors
Alabama
$72K -$3.33K -639 -4%
PAM
310
Panagora Asset Management
Massachusetts
$71.1K
CFO
311
Callan Family Office
Pennsylvania
$70.7K +$866 +166 +1%
SCM
312
Schnieders Capital Management
California
$69.9K +$14.1K +2,700 +22%
VCP
313
Verus Capital Partners
Arizona
$69.7K
LFAS
314
Level Four Advisory Services
Texas
$68.5K +$594 +114 +0.8%
SAI
315
Savvy Advisors Inc
New York
$68.3K +$17.8K +3,411 +30%
NDSIB
316
North Dakota State Investment Board
North Dakota
$68.1K -$16.8K -3,218 -18%
MAM
317
Mainsail Asset Management
Alabama
$67.2K -$10.2K -1,951 -12%
RIL
318
Rothschild Investment LLC
Illinois
$66.3K +$36.6K +7,021 +96%
FWI
319
Facet Wealth Inc
Maryland
$66.1K -$7.47K -1,432 -9%
CGH
320
Crossmark Global Holdings
Texas
$65.8K -$678 -130 -0.9%
MCM
321
MAI Capital Management
Ohio
$65.6K +$45.9K +8,797 +164%
AF
322
Allworth Financial
California
$65.2K -$1.81K -348 -2%
KWM
323
Kingsview Wealth Management
Oregon
$63.9K +$71.9K +13,796 New
AC
324
Apella Capital
Connecticut
$63.7K +$8.66K +1,661 +16%
WWC
325
Waypoint Wealth Counsel
Georgia
$63.4K -$26.7K -5,122 -27%

MPT Hedge Fund Activity: Q1 2026 in Review

491 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q1 2026, worth a combined $1.6B — down 7.6% from $1.73B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new MPT positions and 58 closed out — a net gain of 12 holders — while 165 added to existing stakes and 161 trimmed.

The largest buyer was Jupiter Asset Management, opening a new position worth an estimated $34.9M. The largest seller was Morgan Stanley, cutting an estimated $27.2M.

  • 491 institutional investors held Medical Properties Trust (MPT) as of Q1 2026, up from 485 in Q4 2025.
  • Funds reported $1.6B of Medical Properties Trust stock for Q1 2026, down 7.6% quarter-over-quarter.
  • 70 funds opened new Medical Properties Trust positions in Q1 2026 and 58 closed out, a net change of +12 holders.
  • The largest Medical Properties Trust buyer in Q1 2026 was Jupiter Asset Management, an estimated $34.9M added.
  • The largest Medical Properties Trust seller in Q1 2026 was Morgan Stanley, an estimated $27.2M sold.

Based on aggregated 13F filings for Q1 2026.