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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
AAS
351
Avantax Advisory Services
Texas
$379K +$40.6K +1,897 +11%
GWM
352
Geneos Wealth Management
Colorado
$376K +$3.94K +184 +1%
Northwestern Mutual Wealth Management
353
Northwestern Mutual Wealth Management
Wisconsin
$372K -$530K -24,761 -57%
LNB
354
Ledyard National Bank
$372K +$13K +610 +3%
NGA
355
Naples Global Advisors
Florida
$370K
CI
356
Cigna Investments
Connecticut
$368K -$52.6K -2,460 -12%
CDH
357
Charles D. Hyman
$364K
William Blair & Company
358
William Blair & Company
Illinois
$353K -$100K -4,678 -21%
SOAMC
359
Spirit of America Management Corp
New York
$352K +$299K +14,000 +400%
FCBT
360
First Citizens Bank & Trust
North Carolina
$350K -$54.5K -2,550 -13%
BCI
361
Brinker Capital Investments
Pennsylvania
$348K +$31K +1,449 +9%
IFG
362
Independent Financial Group
California
$348K +$66.2K +3,096 +22%
RMAM
363
Raab & Moskowitz Asset Management
New Jersey
$341K -$4.81K -225 -1%
DE
364
Day & Ennis
Georgia
$340K +$7.74K +362 +2%
MYAM
365
Meiji Yasuda Asset Management
Japan
$338K -$29.9K -1,400 -8%
LNC
366
Lincoln National Corp
Pennsylvania
$337K +$44.9K +2,099 +14%
CF
367
Clarity Financial
Texas
$337K +$95.5K +4,464 +36%
LFA
368
Legacy Financial Advisors
Kentucky
$327K +$30.9K +1,446 +10%
WAP
369
Wealthcare Advisory Partners
Pennsylvania
$326K +$25K +1,169 +8%
MA
370
MONECO Advisors
Connecticut
$326K +$102K +4,789 +42%
IRF
371
IBM Retirement Fund
New York
$323K -$66.2K -3,097 -16%
MCP
372
Martin Capital Partners
Oregon
$323K +$12.8K +599 +4%
DZ Bank
373
DZ Bank
Germany
$322K
Fifth Third Bancorp
374
Fifth Third Bancorp
Ohio
$320K -$60.3K -2,819 -15%
LOPW
375
Live Oak Private Wealth
North Carolina
$319K

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.