We are live on ! Find out more
MPT

Medical Properties Trust

470 hedge funds and large institutions have $2.18B invested in Medical Properties Trust in 2025 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 153 increasing their positions, 167 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more capital invested

Capital invested by funds: $1.5B → $2.18B (+$684M)

13% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 56

0% more funds holding

Funds holding: 469470 (+1)

8% less repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 167

2.05% less ownership

Funds ownership: 60.71%58.66% (-2%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

71% less call options, than puts

Call options by funds: $114M | Put options by funds: $387M

Holders
470
Holders Change
+1
Holders Change %
+0.21%
% of All Funds
6.3%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
63
Increased
153
Reduced
167
Closed
56
Calls
$114M
Puts
$387M
Net Calls
-$273M
Net Calls Change
-$163M
Name Holding Trade Value Shares
Change
Change in
Stake
IHWM
351
Iron Horse Wealth Management
Iowa
$60.3K
RCI
352
RS Crum Inc
California
$60.3K
SF
353
Synovus Financial
Georgia
$60.3K
VCP
354
Verus Capital Partners
Arizona
$60.3K
National Bank of Canada
355
National Bank of Canada
Quebec, Canada
$58.5K -$7.24K -1,431 -13%
HI
356
Harbour Investments
Wisconsin
$55.1K -$561 -111 -1%
SIS
357
Sound Income Strategies
Florida
$52.8K +$25.4K +5,016 +134%
BIG
358
Brooklyn Investment Group
New York
$49.1K +$28.1K +5,567 +217%
LSA
359
Leonteq Securities AG
Switzerland
$49K -$36.2K -7,150 -47%
Twin Tree Management
360
Twin Tree Management
Texas
$48K +$40.2K +7,956 New
FFA
361
Farther Finance Advisors
California
$46.5K +$13.2K +2,606 +49%
IUHSA
362
Itau Unibanco Holding S.A.
Brazil
$41K +$34.2K +6,759 New
AF
363
Allworth Financial
California
$37.6K +$4.08K +806 +13%
VCM
364
Versant Capital Management
Arizona
$37.3K +$15.5K +3,060 +98%
CFB
365
Cullen/Frost Bankers
Texas
$37.2K
CTC
366
Central Trust Company
Missouri
$36.6K +$2.92K +577 +10%
OIA
367
Optimum Investment Advisors
Illinois
$36.2K
Fifth Third Bancorp
368
Fifth Third Bancorp
Ohio
$32.7K +$6.69K +1,324 +32%
UB
369
UMB Bank
Missouri
$29.8K +$8.63K +1,706 +53%
LC
370
Lindbrook Capital
California
$25.2K +$3.39K +671 +19%
BTI
371
Blue Trust Inc
Georgia
$25.1K -$12.4K -2,445 -37%
IWP
372
IAG Wealth Partners
Wisconsin
$24.2K +$410 +81 +2%
Optiver Holding
373
Optiver Holding
Netherlands
$21.4K +$18K +3,556 New
GIA
374
GHP Investment Advisors
Colorado
$21K +$5.06K +1,000 +40%
NL
375
NVWM LLC
Pennsylvania
$20K

MPT Hedge Fund Activity: Q1 2025 in Review

470 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q1 2025, worth a combined $2.18B — up 46% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new MPT positions and 56 closed out — a net gain of 7 holders — while 153 added to existing stakes and 167 trimmed.

The largest buyer was Coatue Management, opening a new position worth an estimated $16.8M. The largest seller was Vanguard Group, cutting an estimated $35.5M.

  • 470 institutional investors held Medical Properties Trust (MPT) as of Q1 2025, up from 469 in Q4 2024.
  • Funds reported $2.18B of Medical Properties Trust stock for Q1 2025, up 46% quarter-over-quarter.
  • 63 funds opened new Medical Properties Trust positions in Q1 2025 and 56 closed out, a net change of +7 holders.
  • The largest Medical Properties Trust buyer in Q1 2025 was Coatue Management, an estimated $16.8M added.
  • The largest Medical Properties Trust seller in Q1 2025 was Vanguard Group, an estimated $35.5M sold.

Based on aggregated 13F filings for Q1 2025.