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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
Northwestern Mutual Wealth Management
401
Northwestern Mutual Wealth Management
Wisconsin
$46.6K +$18.5K +4,821 +95%
PS
402
Principal Securities
Iowa
$46.5K -$1.34K -351 -3%
NFSG
403
Newbridge Financial Services Group
Florida
$40.9K
SIS
404
Sound Income Strategies
Florida
$40.2K -$6.75K -1,763 -17%
FFWM
405
Future Financial Wealth Management
Ohio
$37.6K +$30.6K +8,000 New
TAM
406
Tucker Asset Management
Colorado
$34.6K -$1.63K -426 -5%
LC
407
Lindbrook Capital
California
$34K +$14.6K +3,819 +112%
BTI
408
Blue Trust Inc
Georgia
$31K -$149 -39 -0.6%
AWM
409
Avior Wealth Management
Nebraska
$29.8K +$2.7K +706 +13%
CAM
410
Creekmur Asset Management
Illinois
$29.1K -$33.7K -8,795 -59%
Fifth Third Bancorp
411
Fifth Third Bancorp
Ohio
$28.9K -$33.6K -8,788 -59%
OIA
412
Optimum Investment Advisors
Illinois
$28.2K
QL
413
Quarry LP
New York
$26.6K +$10.9K +2,845 +101%
CSB
414
City State Bank
Iowa
$24K
FFA
415
Farther Finance Advisors
California
$23.9K -$6.97K -1,821 -26%
CHA
416
Carmichael Hill & Associates
Maryland
$23.8K +$10.6K +2,763 +120%
First Manhattan
417
First Manhattan
New York
$22.1K
EWA
418
EverSource Wealth Advisors
Alabama
$21.3K -$4.16K -1,087 -19%
HNB
419
Huntington National Bank
Ohio
$20.6K +$6.93K +1,811 +70%
BHWM
420
Beaird Harris Wealth Management
Texas
$19.2K +$5.96K +1,558 +62%
TIM
421
Thompson Investment Management
Wisconsin
$18.8K +$15.3K +4,000 New
UB
422
UMB Bank
Missouri
$18.4K +$15K +3,919 New
QC
423
Quent Capital
New York
$17K +$995 +260 +8%
IWP
424
IAG Wealth Partners
Wisconsin
$17K +$7.9K +2,064 +133%
CAL
425
Capital Advisors Ltd
Ohio
$16K +$13.4K +3,500 New

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.