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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
CL
376
Choreo LLC
Illinois
$57.3K -$15.2K -3,963 -25%
BFG
377
Bleakley Financial Group
New Jersey
$57.2K -$22.6K -5,892 -33%
SW
378
Simplicity Wealth
New Jersey
$57.2K +$46.6K +12,164 New
T
379
Tidemark
California
$56.4K
Kovitz Investment Group Partners
380
Kovitz Investment Group Partners
Illinois
$56.4K +$45.9K +12,000 New
OPWM
381
Oxinas Partners Wealth Management
Indiana
$56.4K +$45.9K +12,000 New
BCM
382
Brookstone Capital Management
Illinois
$56.2K +$45.8K +11,954 New
MCM
383
MAI Capital Management
Ohio
$55.7K -$25.5K -6,659 -36%
KeyBank National Association
384
KeyBank National Association
Ohio
$55.6K -$114K -29,872 -72%
MIM
385
MetLife Investment Management
New Jersey
$54.4K -$1.25M -326,077 -97%
Envestnet Portfolio Solutions
386
Envestnet Portfolio Solutions
Illinois
$53.4K +$2.19K +573 +5%
IF
387
Intrua Financial
Texas
$53.2K -$12.5K -3,268 -22%
XF
388
XML Financial
Maryland
$53K -$433K -113,016 -91%
William Blair & Company
389
William Blair & Company
Illinois
$52.6K -$21.9K -5,708 -34%
SF
390
Synovus Financial
Georgia
$52.3K +$4.33K +1,132 +11%
RIA
391
RPG Investment Advisory
California
$52.2K -$41K -10,700 -49%
Brown Advisory
392
Brown Advisory
Maryland
$51.7K -$3.83K -1,000 -8%
KP
393
Keel Point
Alabama
$50.7K +$41.3K +10,791 New
BWP
394
Balboa Wealth Partners
Arizona
$49.8K +$230 +60 +0.6%
KIA
395
KCM Investment Advisors
California
$49.5K -$3.83K -1,000 -9%
GRP
396
Global Retirement Partners
California
$49.4K -$16.1K -4,212 -29%
Norges Bank
397
Norges Bank
Norway
$49.1K -$20M -5,214,566 -100%
KWA
398
Kingswood Wealth Advisors
California
$48.5K -$45.5K -11,883 -54%
HI
399
Harbour Investments
Wisconsin
$47.8K -$1.4K -365 -3%
RCI
400
RS Crum Inc
California
$47K

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.