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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
SAM
401
Smartleaf Asset Management
Massachusetts
$26.5K -$4.6K -933 -17%
Fifth Third Bancorp
402
Fifth Third Bancorp
Ohio
$24.8K -$4.69K -952 -18%
GWM
403
Geneos Wealth Management
Colorado
$24.4K +$5.26K +1,066 +34%
TIM
404
Thompson Investment Management
Wisconsin
$23.4K
TC
405
Torno Capital
Massachusetts
$23.4K
IWP
406
IAG Wealth Partners
Wisconsin
$22.6K +$651 +132 +4%
RA
407
Rise Advisors
New York
$21.3K +$616 +125 +4%
CAL
408
Capital Advisors Ltd
Ohio
$21K -$39 -8 -0.2%
NL
409
NVWM LLC
Pennsylvania
$19.4K +$20 +4 +0.1%
WSFS
410
Wilmington Savings Fund Society
Delaware
$19K +$16K +3,248 New
Allspring Global Investments
411
Allspring Global Investments
North Carolina
$18.4K -$187K -38,013 -92%
CPA
412
Capital Performance Advisors
California
$17.7K +$14.9K +3,025 New
OC
413
Oakworth Capital
Alabama
$17.6K
BWP
414
Baldwin Wealth Partners
Massachusetts
$17.4K +$12.1K +2,448 +490%
DB
415
Danske Bank
Denmark
$17K +$14.3K +2,900 New
HNB
416
Huntington National Bank
Ohio
$16.6K -$8.89K -1,803 -39%
GIA
417
GHP Investment Advisors
Colorado
$14.5K +$12.2K +2,475 New
AEPWM
418
Atlantic Edge Private Wealth Management
Florida
$14K +$1.97K +400 +20%
HWA
419
Heritage Wealth Advisors
Virginia
$13.7K
FCMT
420
Founders Capital Management (Texas)
Texas
$11.7K
AF
421
Allworth Financial
California
$10.8K +$128 +26 +1%
C
422
Covestor
United Kingdom
$10K -$49 -10 -0.6%
WTC
423
WhitTier Trust Company
Nevada
$9.75K
TWC
424
TD Waterhouse Canada
Ontario, Canada
$8.94K
AT
425
Arlington Trust
Alabama
$8.78K

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.