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MPT

Medical Properties Trust

605 hedge funds and large institutions have $7.36B invested in Medical Properties Trust in 2022 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 255 increasing their positions, 165 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 165

14% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 77

0% more funds holding

Funds holding: 605605 (0)

0.1% less ownership

Funds ownership: 80.43%80.33% (-0.1%)

28% less capital invested

Capital invested by funds: $10.2B → $7.36B (-$2.82B)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

41% less call options, than puts

Call options by funds: $86.8M | Put options by funds: $147M

Holders
605
Holders Change
Holders Change %
0%
% of All Funds
10.19%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
88
Increased
255
Reduced
165
Closed
77
Calls
$86.8M
Puts
$147M
Net Calls
-$60M
Net Calls Change
-$65.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
376
Avantax Advisory Services
Texas
$283K +$98.3K +5,462 +42%
TSS
377
Two Sigma Securities
New York
$283K +$333K +18,502 New
JWM
378
Jeppson Wealth Management
California
$281K +$331K +18,385 New
Mackenzie Financial
379
Mackenzie Financial
Ontario, Canada
$280K -$92K -5,112 -22%
CDH
380
Charles D. Hyman
$277K
TI
381
Tidal Investments
Wisconsin
$276K -$270K -15,013 -45%
SMH
382
Sanders Morris Harris
Texas
$275K
MCM
383
MAI Capital Management
Ohio
$274K -$85.3K -4,743 -21%
FCBT
384
First Citizens Bank & Trust
North Carolina
$273K +$2.41K +134 +0.8%
BCV
385
Banque Cantonale Vaudoise
Switzerland
$267K +$230K +12,800 +272%
NGA
386
Naples Global Advisors
Florida
$263K -$69.3K -3,850 -19%
CJFS
387
Coulter & Justus Financial Services
Tennessee
$263K +$310K +17,225 New
DE
388
Day & Ennis
Georgia
$256K -$27K -1,500 -8%
FFA
389
Founders Financial Alliance
North Carolina
$252K +$3.96K +220 +1%
NB
390
Norinchukin Bank
Japan
$248K +$24.6K +1,369 +9%
CGH
391
Crossmark Global Holdings
Texas
$247K +$8.28K +460 +3%
GVAG
392
Great Valley Advisor Group
Delaware
$247K +$63.7K +3,540 +28%
S
393
SignatureFD
Georgia
$243K +$68.6K +3,814 +32%
LOPW
394
Live Oak Private Wealth
North Carolina
$242K
RMAM
395
Raab & Moskowitz Asset Management
New Jersey
$241K
CPA
396
Cardiff Park Advisors
California
$240K +$282K +15,697 New
MA
397
MONECO Advisors
Connecticut
$238K +$666 +37 +0.2%
ICG
398
InterOcean Capital Group
Tennessee
$234K +$276K +15,350 New
SB
399
Strategic Blueprint
Georgia
$225K +$8.85K +492 +3%
FAIM
400
Financial Advocates Investment Management
Washington
$220K -$21.5K -1,193 -8%

MPT Hedge Fund Activity: Q2 2022 in Review

605 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q2 2022, worth a combined $7.36B — down 28% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new MPT positions and 77 closed out — a net gain of 11 holders — while 255 added to existing stakes and 165 trimmed.

The largest buyer was Nuveen, adding an estimated $61.2M. The largest seller was Fidelity Investments, cutting an estimated $175M.

  • 605 institutional investors held Medical Properties Trust (MPT) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $7.36B of Medical Properties Trust stock for Q2 2022, down 28% quarter-over-quarter.
  • 88 funds opened new Medical Properties Trust positions in Q2 2022 and 77 closed out, a net change of +11 holders.
  • The largest Medical Properties Trust buyer in Q2 2022 was Nuveen, an estimated $61.2M added.
  • The largest Medical Properties Trust seller in Q2 2022 was Fidelity Investments, an estimated $175M sold.

Based on aggregated 13F filings for Q2 2022.