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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
CAGAS
351
Capital Advisory Group Advisory Services
Minnesota
$69.3K -$45.2K -11,804 -44%
SW
352
SVB Wealth
Massachusetts
$69.2K +$3.15K +822 +6%
SI
353
Symmetry Investments
Jersey
$68.2K +$55.5K +14,500 New
TC
354
Truvestments Capital
Florida
$67.6K -$430K -112,317 -89%
MAM
355
Mainsail Asset Management
Alabama
$65.3K +$479 +125 +0.9%
GT
356
Greenleaf Trust
Michigan
$65.2K -$41.9K -10,944 -44%
SFG
357
Sunburst Financial Group
Alabama
$64.7K +$318 +83 +0.6%
DAS
358
Dynamic Advisor Solutions
Arizona
$64.1K -$368K -96,126 -88%
FCBT
359
First Citizens Bank & Trust
North Carolina
$63.5K +$51.8K +13,520 New
IWC
360
Integrated Wealth Concepts
Massachusetts
$63.5K -$19.3K -5,043 -27%
STA
361
Summit Trail Advisors
New York
$63K +$7.13K +1,861 +16%
SCM
362
Shelton Capital Management
Colorado
$62.1K -$44.3K -11,583 -47%
AWM
363
Apollon Wealth Management
South Carolina
$61.8K +$50.3K +13,143 New
ProShare Advisors
364
ProShare Advisors
Maryland
$61.6K -$70.5K -18,404 -58%
BFWM
365
Bright Futures Wealth Management
New York
$61.6K +$50.6K +13,209 New
Jones Financial Companies
366
Jones Financial Companies
Missouri
$61.4K +$34.2K +8,941 +216%
HWM
367
HB Wealth Management
Georgia
$61.4K +$50K +13,054 New
PFS
368
Prospera Financial Services
Texas
$61.3K +$2.94K +768 +6%
MSAM
369
Moloney Securities Asset Management
Missouri
$61.2K +$6.31K +1,648 +14%
CGH
370
Crossmark Global Holdings
Texas
$60K -$6.69K -1,747 -12%
WG
371
Welch Group
Alabama
$59.2K
IAP
372
Indie Asset Partners
Indiana
$58.9K +$48K +12,531 New
CCFM
373
Clear Creek Financial Management
Washington
$58.8K +$47.9K +12,514 New
I
374
INVST
Indiana
$58.7K -$533K -139,117 -91%
TC
375
TownSquare Capital
Utah
$58.1K -$54.2K -14,146 -53%

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.