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MPT

Medical Properties Trust

510 hedge funds and large institutions have $2B invested in Medical Properties Trust in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 182 increasing their positions, 189 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 189

2.23% less ownership

Funds ownership: 73.35%71.12% (-2.2%)

7% less capital invested

Capital invested by funds: $2.16B → $2B (-$158M)

7% less funds holding

Funds holding: 551510 (-41)

31% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 105

34% less call options, than puts

Call options by funds: $151M | Put options by funds: $227M

Holders
510
Holders Change
-41
Holders Change %
-7.44%
% of All Funds
7.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
72
Increased
182
Reduced
189
Closed
105
Calls
$151M
Puts
$227M
Net Calls
-$76M
Net Calls Change
-$32.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
326
Carson Wealth (CWM LLC)
Nebraska
$80K -$16.7K -4,367 -20%
ACM
327
Anfield Capital Management
California
$79.8K
CIA
328
Capital Investment Advisors
Georgia
$79.5K -$13.9K -3,630 -18%
VCG
329
Vantage Consulting Group
Virginia
$79.1K +$13K +3,392 +25%
HAG
330
HighPoint Advisor Group
Illinois
$79K +$5.47K +1,430 +11%
PTC
331
Private Trust Company
Ohio
$79K +$4.84K +1,263 +8%
CA
332
CoreCap Advisors
Michigan
$78.1K +$63.6K +16,614 New
National Bank of Canada
333
National Bank of Canada
Quebec, Canada
$77.9K -$6.27K -1,638 -9%
ICG
334
InterOcean Capital Group
Tennessee
$77.8K
ACM
335
Advisors Capital Management
New Jersey
$77K -$61.5K -16,059 -49%
SCA
336
SMH Capital Advisors
Texas
$75.9K +$15.6K +4,087 +34%
PAM
337
Panagora Asset Management
Massachusetts
$74.5K -$23.8K -6,204 -28%
DWA
338
Delos Wealth Advisors
Texas
$74.1K -$9.3K -2,429 -13%
BWA
339
Beam Wealth Advisors
Louisiana
$74.1K
CG
340
CFO4Life Group
Texas
$73.7K +$60K +15,677 New
AHL
341
Abel Hall LLC
Louisiana
$73.3K +$2.45K +639 +4%
AWM
342
AE Wealth Management
Kansas
$73.2K -$346K -90,486 -85%
MA
343
MONECO Advisors
Connecticut
$73.2K -$10.2K -2,654 -15%
USCWA
344
U.S. Capital Wealth Advisors
Texas
$72.4K -$874K -228,200 -94%
Teacher Retirement System of Texas
345
Teacher Retirement System of Texas
Texas
$72K -$358K -93,392 -86%
MOS
346
MGO One Seven
Ohio
$71.7K +$19.6K +5,121 +51%
BNP Paribas Asset Management
347
BNP Paribas Asset Management
France
$71K -$981K -256,123 -94%
DT
348
Diversified Trust
Tennessee
$70.8K -$5.95K -1,554 -9%
SSG
349
Summit Securities Group
New York
$70K +$56.9K +14,874 New
SF
350
Summit Financial
New Jersey
$69.5K +$56.6K +14,793 New

MPT Hedge Fund Activity: Q1 2024 in Review

510 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q1 2024, worth a combined $2B — down 7.3% from $2.16B a quarter earlier.

Sellers outnumbered buyers: 105 funds closed out of MPT and 72 opened new positions — a net loss of 33 holders — while 189 trimmed existing stakes and 182 added.

The largest buyer was BlackRock, adding an estimated $87M. The largest seller was Cohen & Steers, exiting entirely with an estimated $114M sold.

  • 510 institutional investors held Medical Properties Trust (MPT) as of Q1 2024, down from 551 in Q4 2023.
  • Funds reported $2B of Medical Properties Trust stock for Q1 2024, down 7.3% quarter-over-quarter.
  • 72 funds opened new Medical Properties Trust positions in Q1 2024 and 105 closed out, a net change of -33 holders.
  • The largest Medical Properties Trust buyer in Q1 2024 was BlackRock, an estimated $87M added.
  • The largest Medical Properties Trust seller in Q1 2024 was Cohen & Steers, an estimated $114M sold.

Based on aggregated 13F filings for Q1 2024.