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MPT

Medical Properties Trust

469 hedge funds and large institutions have $1.5B invested in Medical Properties Trust in 2024 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 129 increasing their positions, 200 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

2.87% less ownership

Funds ownership: 63.59%60.71% (-2.9%)

7% less funds holding

Funds holding: 506469 (-37)

33% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 92

33% less capital invested

Capital invested by funds: $2.23B → $1.5B (-$733M)

36% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 200

50% less call options, than puts

Call options by funds: $110M | Put options by funds: $220M

Holders
469
Holders Change
-37
Holders Change %
-7.31%
% of All Funds
6.18%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
62
Increased
129
Reduced
200
Closed
92
Calls
$110M
Puts
$220M
Net Calls
-$110M
Net Calls Change
+$32.9M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
401
IFP Advisors
Florida
$3.93K +$1.91K +427 +75%
CFGS
402
Concourse Financial Group Securities
Alabama
$3.91K -$94 -21 -2%
MPWT
403
MassMutual Private Wealth & Trust
Connecticut
$3.82K -$58 -13 -1%
WTC
404
WhitTier Trust Company
Nevada
$3.29K -$3.73K -833 -50%
RTL
405
Red Tortoise LLC
Georgia
$2.92K
TCOV
406
Trust Company of Vermont
Vermont
$2.74K
N
407
Natixis
France
$2.68K -$27 -6 -0.9%
FA
408
Financial Avengers
California
$2.5K +$45 +10 +2%
CPG
409
Cornerstone Planning Group
New Jersey
$2.46K -$587 -131 -20%
HNW
410
High Note Wealth
Minnesota
$2.26K +$2.56K +572 New
RWML
411
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$2.22K +$2.52K +563 New
CA
412
CoreCap Advisors
Michigan
$2.2K -$3.05K -680 -55%
HIIFS
413
Harel Insurance Investments & Financial Services
Israel
$2K
FCAS
414
First Command Advisory Services
Texas
$1.98K -$3.58K -800 -62%
AIC
415
Archer Investment Corporation
Indiana
$1.79K
S
416
Sachetta
Massachusetts
$1.78K +$685 +153 +52%
PFBT
417
Parkside Financial Bank & Trust
Missouri
$1.66K +$130 +29 +7%
WA
418
Whipplewood Advisors
Colorado
$1.65K +$1.87K +417 New
DB
419
Danske Bank
Denmark
$1.58K -$11.2K -2,500 -86%
MAM
420
Meeder Asset Management
Ohio
$1.54K +$1.75K +391 New
GSWM
421
Golden State Wealth Management
California
$1.48K +$1.68K +375 New
BGAI
422
Bruce G. Allen Investments
Colorado
$1.43K +$107 +24 +7%
WT
423
Whittier Trust
California
$1.42K
PWMG
424
Prestige Wealth Management Group
New Jersey
$1.39K -$685 -153 -31%
SIC
425
Salem Investment Counselors
North Carolina
$1.33K +$22 +5 +2%

MPT Hedge Fund Activity: Q4 2024 in Review

469 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q4 2024, worth a combined $1.5B — down 33% from $2.23B a quarter earlier.

Sellers outnumbered buyers: 92 funds closed out of MPT and 62 opened new positions — a net loss of 30 holders — while 200 trimmed existing stakes and 129 added.

The largest buyer was UBS Group, adding an estimated $36.9M. The largest seller was Vanguard Group, cutting an estimated $35.6M.

  • 469 institutional investors held Medical Properties Trust (MPT) as of Q4 2024, down from 506 in Q3 2024.
  • Funds reported $1.5B of Medical Properties Trust stock for Q4 2024, down 33% quarter-over-quarter.
  • 62 funds opened new Medical Properties Trust positions in Q4 2024 and 92 closed out, a net change of -30 holders.
  • The largest Medical Properties Trust buyer in Q4 2024 was UBS Group, an estimated $36.9M added.
  • The largest Medical Properties Trust seller in Q4 2024 was Vanguard Group, an estimated $35.6M sold.

Based on aggregated 13F filings for Q4 2024.