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MPT

Medical Properties Trust

469 hedge funds and large institutions have $1.5B invested in Medical Properties Trust in 2024 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 129 increasing their positions, 200 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

2.87% less ownership

Funds ownership: 63.59%60.71% (-2.9%)

7% less funds holding

Funds holding: 506469 (-37)

33% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 92

33% less capital invested

Capital invested by funds: $2.23B → $1.5B (-$733M)

36% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 200

50% less call options, than puts

Call options by funds: $110M | Put options by funds: $220M

Holders
469
Holders Change
-37
Holders Change %
-7.31%
% of All Funds
6.18%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
62
Increased
129
Reduced
200
Closed
92
Calls
$110M
Puts
$220M
Net Calls
-$110M
Net Calls Change
+$32.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
351
Allworth Financial
California
$26.4K +$19K +4,241 +230%
BTI
352
Blue Trust Inc
Georgia
$26.1K -$4.47K -999 -13%
CFB
353
Cullen/Frost Bankers
Texas
$24.4K +$27.6K +6,165 New
AWM
354
Avior Wealth Management
Nebraska
$23.8K
OIA
355
Optimum Investment Advisors
Illinois
$23.7K
ACM
356
Aster Capital Management
United Arab Emirates
$22.7K +$25.8K +5,751 +575,100%
CTC
357
Central Trust Company
Missouri
$21.7K -$15.7K -3,500 -39%
FFA
358
Farther Finance Advisors
California
$20.8K -$3.73K -833 -14%
FFWM
359
Future Financial Wealth Management
Ohio
$19.8K
CAS
360
Coppell Advisory Solutions
Texas
$19.5K +$49 +11 +0.2%
TC
361
Truvestments Capital
Florida
$18.9K -$2.45K -547 -10%
Fifth Third Bancorp
362
Fifth Third Bancorp
Ohio
$16.2K -$636 -142 -3%
SAM
363
Smartleaf Asset Management
Massachusetts
$16.1K -$542 -121 -3%
TIM
364
Thompson Investment Management
Wisconsin
$15.8K
IWP
365
IAG Wealth Partners
Wisconsin
$15.5K +$273 +61 +2%
SIS
366
Sound Income Strategies
Florida
$14.8K -$6.55K -1,462 -28%
GWM
367
Geneos Wealth Management
Colorado
$14.6K -$2.16K -483 -12%
RA
368
Rise Advisors
New York
$14.6K +$246 +55 +2%
LC
369
Lindbrook Capital
California
$13.9K -$17.6K -3,925 -53%
NL
370
NVWM LLC
Pennsylvania
$13.1K +$9 +2 +0.1%
UB
371
UMB Bank
Missouri
$12.8K -$6.86K -1,531 -32%
HNB
372
Huntington National Bank
Ohio
$12.5K +$1.45K +324 +11%
VCM
373
Versant Capital Management
Arizona
$12.3K -$18.6K -4,160 -57%
TWC
374
TD Waterhouse Canada
Ontario, Canada
$12K +$6.72K +1,500 +97%
OC
375
Oakworth Capital
Alabama
$11.8K

MPT Hedge Fund Activity: Q4 2024 in Review

469 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q4 2024, worth a combined $1.5B — down 33% from $2.23B a quarter earlier.

Sellers outnumbered buyers: 92 funds closed out of MPT and 62 opened new positions — a net loss of 30 holders — while 200 trimmed existing stakes and 129 added.

The largest buyer was UBS Group, adding an estimated $36.9M. The largest seller was Vanguard Group, cutting an estimated $35.6M.

  • 469 institutional investors held Medical Properties Trust (MPT) as of Q4 2024, down from 506 in Q3 2024.
  • Funds reported $1.5B of Medical Properties Trust stock for Q4 2024, down 33% quarter-over-quarter.
  • 62 funds opened new Medical Properties Trust positions in Q4 2024 and 92 closed out, a net change of -30 holders.
  • The largest Medical Properties Trust buyer in Q4 2024 was UBS Group, an estimated $36.9M added.
  • The largest Medical Properties Trust seller in Q4 2024 was Vanguard Group, an estimated $35.6M sold.

Based on aggregated 13F filings for Q4 2024.