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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
VU
401
Vanderbilt University
Tennessee
$57.7K +$57.5K +11,751 New
FRM
402
Fox Run Management
Connecticut
$57.3K -$54.8K -11,186 -49%
NP
403
NorthRock Partners
Minnesota
$57.2K +$55.6K +11,349 New
KIA
404
KCM Investment Advisors
California
$56.6K -$4.49K -917 -7%
GWM
405
Greenwich Wealth Management
Connecticut
$56K +$55.9K +11,409 New
MSAM
406
Moloney Securities Asset Management
Missouri
$55.9K -$7.31K -1,493 -12%
AWA
407
Arete Wealth Advisors
Illinois
$55K -$4.86K -992 -8%
Envestnet Portfolio Solutions
408
Envestnet Portfolio Solutions
Illinois
$52.9K -$18.4K -3,763 -26%
LMKC
409
L.M. Kohn & Company
Ohio
$51.9K -$220 -45 -0.4%
BWP
410
Balboa Wealth Partners
Arizona
$51.8K -$925 -189 -2%
HI
411
Harbour Investments
Wisconsin
$51.8K -$4.58K -935 -8%
SAM
412
Silvercrest Asset Management
New York
$51.6K
WA
413
WealthTrust Axiom
Pennsylvania
$51.6K +$51.4K +10,500 New
BFA
414
Beacon Financial Advisory
Ohio
$51.3K -$15.3K -3,130 -23%
HFM
415
Harvest Fund Management
China
$51K
FCA
416
Fortis Capital Advisors
Kansas
$51K +$50.9K +10,385 New
SIS
417
Sound Income Strategies
Florida
$50.7K -$2.64K -540 -5%
MWM
418
Meridian Wealth Management
Kentucky
$50.7K -$31K -6,331 -38%
QC
419
QCM Cayman
Texas
$50.6K -$40.6K -8,291 -45%
IA
420
IFP Advisors
Florida
$50.3K +$1.25K +255 +3%
PS
421
Principal Securities
Iowa
$50.3K +$50.1K +10,236 New
IC
422
IEQ Capital
California
$50.1K +$50K +10,206 New
HAG
423
HighPoint Advisor Group
Illinois
$50K +$62K +12,654 New
EW
424
Enzi Wealth
Texas
$49.8K +$69.5K +14,193 New
MOS
425
MGO One Seven
Ohio
$49.7K -$1.87K -381 -4%

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.