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MPT

Medical Properties Trust

551 hedge funds and large institutions have $2.16B invested in Medical Properties Trust in 2023 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 175 increasing their positions, 206 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 87

2% more funds holding

Funds holding: 541551 (+10)

2.74% less ownership

Funds ownership: 76.09%73.35% (-2.7%)

13% less capital invested

Capital invested by funds: $2.49B → $2.16B (-$326M)

15% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 206

32% less call options, than puts

Call options by funds: $93.1M | Put options by funds: $137M

Holders
551
Holders Change
+10
Holders Change %
+1.85%
% of All Funds
8.03%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
104
Increased
175
Reduced
206
Closed
87
Calls
$93.1M
Puts
$137M
Net Calls
-$43.5M
Net Calls Change
+$91.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
351
Bleakley Financial Group
New Jersey
$88.7K +$88.4K +18,056 New
SS
352
Simplicity Solutions
Minnesota
$88.7K +$88.4K +18,056 New
GS
353
GTS Securities
New York
$86.6K +$86.4K +17,647 New
WC
354
Waterloo Capital
Texas
$86.2K +$86K +17,565 New
SWM
355
SeaCrest Wealth Management
New York
$86K +$12.1K +2,474 +11%
EI
356
Ellevest Inc
New York
$85.3K +$85.1K +17,380 New
ACM
357
Anfield Capital Management
California
$83.3K
William Blair & Company
358
William Blair & Company
Illinois
$83K -$4.8K -980 -5%
CL
359
Choreo LLC
Illinois
$82K +$79.1K +16,146 New
PA
360
Profund Advisors
Maryland
$81.6K +$1.97K +403 +2%
DT
361
Diversified Trust
Tennessee
$81.6K +$81.3K +16,613 New
PCIA
362
Prime Capital Investment Advisors
Kansas
$81.5K +$81.3K +16,596 New
ICG
363
InterOcean Capital Group
Tennessee
$81.3K -$181 -37 -0.2%
CIBC Asset Management
364
CIBC Asset Management
Ontario, Canada
$81.1K
VCA
365
Verdence Capital Advisors
Maryland
$80.8K +$80.5K +16,447 New
GIA
366
Gateway Investment Advisers
Ohio
$80.7K +$8.26K +1,686 +11%
RL
367
RPO LLC
Connecticut
$80.4K +$80.2K +16,374 New
AWM
368
Atticus Wealth Management
Florida
$79.5K -$46.8K -9,566 -37%
UCFA
369
United Capital Financial Advisors
Texas
$78.8K +$78.5K +16,040 New
SPC
370
Sigma Planning Corp
Michigan
$78.3K -$95.5K -19,502 -55%
LOPW
371
Live Oak Private Wealth
North Carolina
$77.9K
BWA
372
Beam Wealth Advisors
Louisiana
$77.5K
LSA
373
Leonteq Securities AG
Switzerland
$77.3K +$8.68K +1,773 +13%
DE
374
Day & Ennis
Georgia
$76.7K
PTC
375
Private Trust Company
Ohio
$76.3K -$2.2K -449 -3%

MPT Hedge Fund Activity: Q4 2023 in Review

551 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q4 2023, worth a combined $2.16B — down 13% from $2.49B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new MPT positions and 87 closed out — a net gain of 17 holders — while 175 added to existing stakes and 206 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $53.4M. The largest seller was Cohen & Steers, cutting an estimated $93.6M.

  • 551 institutional investors held Medical Properties Trust (MPT) as of Q4 2023, up from 541 in Q3 2023.
  • Funds reported $2.16B of Medical Properties Trust stock for Q4 2023, down 13% quarter-over-quarter.
  • 104 funds opened new Medical Properties Trust positions in Q4 2023 and 87 closed out, a net change of +17 holders.
  • The largest Medical Properties Trust buyer in Q4 2023 was Morgan Stanley, an estimated $53.4M added.
  • The largest Medical Properties Trust seller in Q4 2023 was Cohen & Steers, an estimated $93.6M sold.

Based on aggregated 13F filings for Q4 2023.