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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
CAM
376
Creekmur Asset Management
Illinois
$73.6K +$73.4K +14,995 New
AHL
377
Abel Hall LLC
Louisiana
$73.4K +$73.2K +14,947 New
Fifth Third Bancorp
378
Fifth Third Bancorp
Ohio
$73.3K -$20.1K -4,098 -22%
PA
379
Parallel Advisors
California
$72K +$32.2K +6,571 +81%
IF
380
Intrua Financial
Texas
$71.6K -$264K -54,013 -79%
GLA
381
Great Lakes Advisors
Illinois
$71.2K +$71K +14,492 New
CGH
382
Crossmark Global Holdings
Texas
$70K -$4.04K -826 -5%
SFG
383
Sunburst Financial Group
Alabama
$70K +$509 +104 +0.7%
JSW
384
Journey Strategic Wealth
New Jersey
$68.3K +$68.2K +13,919 New
SW
385
SVB Wealth
Massachusetts
$68.3K -$145K -29,564 -68%
GVAG
386
Great Valley Advisor Group
Delaware
$67.8K +$67.6K +13,803 New
CG
387
Caprock Group
Idaho
$67.7K +$67.4K +13,765 New
MAM
388
Mainsail Asset Management
Alabama
$67.6K +$67.4K +13,770 New
IP
389
Ignite Planners
California
$66.3K +$230 +47 +0.4%
VCG
390
Vantage Consulting Group
Virginia
$65.9K +$65.8K +13,428 New
Los Angeles Capital Management
391
Los Angeles Capital Management
California
$65.3K +$65.1K +13,290 New
PFA
392
Pathway Financial Advisers
Indiana
$62.4K -$5.75K -1,175 -8%
WG
393
Welch Group
Alabama
$61.9K -$60K -12,253 -49%
PFS
394
Prospera Financial Services
Texas
$60.3K -$10.1K -2,065 -14%
SCA
395
SMH Capital Advisors
Texas
$59.2K -$519 -106 -0.9%
TC
396
Telemus Capital
Michigan
$58.9K -$441 -90 -0.7%
Brown Advisory
397
Brown Advisory
Maryland
$58.9K
MWM
398
Modera Wealth Management
New Jersey
$58.9K +$5.39K +1,100 +10%
T
399
Tidemark
California
$58.9K +$58.8K +12,000 New
STA
400
Summit Trail Advisors
New York
$58.6K -$15.9K -3,238 -22%

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.