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MPT

Medical Properties Trust

506 hedge funds and large institutions have $2.23B invested in Medical Properties Trust in 2024 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 147 increasing their positions, 210 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more capital invested

Capital invested by funds: $1.66B → $2.23B (+$568M)

22% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 54

1% more funds holding

Funds holding: 500506 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.43% less ownership

Funds ownership: 64.01%63.59% (-0.43%)

30% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 210

40% less call options, than puts

Call options by funds: $217M | Put options by funds: $360M

Holders
506
Holders Change
+6
Holders Change %
+1.2%
% of All Funds
7.26%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
66
Increased
147
Reduced
210
Closed
54
Calls
$217M
Puts
$360M
Net Calls
-$143M
Net Calls Change
-$72.4M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
376
Wealthstream Advisors
New York
$60.2K +$50.8K +10,299 New
NFSG
377
Newbridge Financial Services Group
Florida
$60.1K +$5.05K +1,025 +11%
BFWM
378
Bright Futures Wealth Management
New York
$59.7K
SF
379
Synovus Financial
Georgia
$58.5K
HI
380
Harbour Investments
Wisconsin
$53.8K -$8.26K -1,676 -15%
PS
381
Principal Securities
Iowa
$53.8K -$10.3K -2,093 -19%
CTC
382
Central Trust Company
Missouri
$52.6K -$8.18K -1,660 -16%
IHWM
383
Iron Horse Wealth Management
Iowa
$49.7K +$2.46K +500 +6%
EWA
384
EverSource Wealth Advisors
Alabama
$47.4K +$18K +3,642 +82%
LC
385
Lindbrook Capital
California
$43.5K -$18.5K -3,749 -34%
VCM
386
Versant Capital Management
Arizona
$42.6K -$3.41K -692 -9%
TAM
387
Tucker Asset Management
Colorado
$41.6K -$1.27K -257 -3%
Twin Tree Management
388
Twin Tree Management
Texas
$41.3K +$34.8K +7,063 New
FFA
389
Farther Finance Advisors
California
$35.7K +$2.18K +443 +8%
GI
390
GAMMA Investing
California
$35.5K +$15.5K +3,145 +107%
AWM
391
Avior Wealth Management
Nebraska
$35.3K +$1.97K +400 +7%
OIA
392
Optimum Investment Advisors
Illinois
$35.1K
BTI
393
Blue Trust Inc
Georgia
$32.8K +$4.92K +999 +15%
TC
394
Truvestments Capital
Florida
$31.2K +$26.3K +5,340 New
CAS
395
Coppell Advisory Solutions
Texas
$31.2K -$1.86K -377 -7%
SIS
396
Sound Income Strategies
Florida
$30.5K +$3.09K +626 +14%
CHA
397
Carmichael Hill & Associates
Maryland
$29.6K
PS
398
Planned Solutions
California
$29.3K +$24.7K +5,015 New
FFWM
399
Future Financial Wealth Management
Ohio
$29.3K +$24.7K +5,000 New
UB
400
UMB Bank
Missouri
$27.9K +$3.48K +706 +17%

MPT Hedge Fund Activity: Q3 2024 in Review

506 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q3 2024, worth a combined $2.23B — up 34% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new MPT positions and 54 closed out — a net gain of 12 holders — while 147 added to existing stakes and 210 trimmed.

The largest buyer was Silver Point Capital, adding an estimated $18M. The largest seller was BlackRock, cutting an estimated $13.1M.

  • 506 institutional investors held Medical Properties Trust (MPT) as of Q3 2024, up from 500 in Q2 2024.
  • Funds reported $2.23B of Medical Properties Trust stock for Q3 2024, up 34% quarter-over-quarter.
  • 66 funds opened new Medical Properties Trust positions in Q3 2024 and 54 closed out, a net change of +12 holders.
  • The largest Medical Properties Trust buyer in Q3 2024 was Silver Point Capital, an estimated $18M added.
  • The largest Medical Properties Trust seller in Q3 2024 was BlackRock, an estimated $13.1M sold.

Based on aggregated 13F filings for Q3 2024.