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MPT

Medical Properties Trust

557 hedge funds and large institutions have $9.55B invested in Medical Properties Trust in 2021 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 240 increasing their positions, 157 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 157

19% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 54

2% more funds holding

Funds holding: 548557 (+9)

1.43% less ownership

Funds ownership: 82.39%80.96% (-1.4%)

6% less capital invested

Capital invested by funds: $10.1B → $9.55B (-$598M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

29% less call options, than puts

Call options by funds: $26.8M | Put options by funds: $37.4M

Holders
557
Holders Change
+9
Holders Change %
+1.64%
% of All Funds
9.69%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
64
Increased
240
Reduced
157
Closed
54
Calls
$26.8M
Puts
$37.4M
Net Calls
-$10.7M
Net Calls Change
-$11.8M
Name Holding Trade Value Shares
Change
Change in
Stake
VIA
326
Vident Investment Advisory
Georgia
$446K +$11.6K +542 +3%
AAM
327
Advisors Asset Management
Colorado
$446K +$16.1K +755 +4%
MMA
328
Miracle Mile Advisors
California
$445K -$6.42K -300 -1%
AC
329
Allstate Corporation
Illinois
$444K -$1.67K -78 -0.4%
PG
330
Pendal Group
Australia
$440K +$468K +21,889 New
WCA
331
Westover Capital Advisors
Delaware
$435K -$9.84K -460 -2%
WS
332
Wedbush Securities
California
$426K +$202K +9,432 +80%
PRC
333
Pearl River Capital
Michigan
$425K -$430K -20,114 -49%
MAFM
334
Mid Atlantic Financial Management
Pennsylvania
$421K +$184K +8,595 +70%
DFG
335
Demars Financial Group
Washington
$420K +$204K +9,543 +84%
DAS
336
Dynamic Advisor Solutions
Arizona
$419K +$69.3K +3,239 +18%
UR
337
USCA RIA
Texas
$417K +$443K +20,733 New
AIFAIM
338
American Institute for Advanced Investment Management
Arizona
$415K
Lazard Asset Management
339
Lazard Asset Management
New York
$411K +$366K +17,099 +507%
OMC
340
Overbrook Management Corp
New York
$411K +$437K +20,432 New
SMH
341
Sanders Morris Harris
Texas
$403K +$4.92K +230 +1%
WCA
342
Windsor Creek Advisors
Vermont
$402K +$428K +20,000 New
Wolverine Trading
343
Wolverine Trading
Illinois
$399K +$422K +19,736 New
SAA
344
Southeast Asset Advisors
Georgia
$398K +$4.94K +231 +1%
BCM
345
Bayesian Capital Management
New York
$394K +$419K +19,600 New
CIBC Asset Management
346
CIBC Asset Management
Ontario, Canada
$389K
PAMP
347
Polar Asset Management Partners
Ontario, Canada
$389K +$414K +19,345 New
FDS
348
First Dallas Securities
Texas
$385K +$11K +514 +3%
GVAG
349
Great Valley Advisor Group
Delaware
$384K +$49.6K +2,317 +14%
VPIM
350
Vanguard Personalized Indexing Management
California
$381K +$405K +18,931 New

MPT Hedge Fund Activity: Q2 2021 in Review

557 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q2 2021, worth a combined $9.55B — down 5.9% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new MPT positions and 54 closed out — a net gain of 10 holders — while 240 added to existing stakes and 157 trimmed.

The largest buyer was BlackRock, adding an estimated $117M. The largest seller was Cohen & Steers, cutting an estimated $324M.

  • 557 institutional investors held Medical Properties Trust (MPT) as of Q2 2021, up from 548 in Q1 2021.
  • Funds reported $9.55B of Medical Properties Trust stock for Q2 2021, down 5.9% quarter-over-quarter.
  • 64 funds opened new Medical Properties Trust positions in Q2 2021 and 54 closed out, a net change of +10 holders.
  • The largest Medical Properties Trust buyer in Q2 2021 was BlackRock, an estimated $117M added.
  • The largest Medical Properties Trust seller in Q2 2021 was Cohen & Steers, an estimated $324M sold.

Based on aggregated 13F filings for Q2 2021.