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MPT

Medical Properties Trust

470 hedge funds and large institutions have $2.18B invested in Medical Properties Trust in 2025 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 153 increasing their positions, 167 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more capital invested

Capital invested by funds: $1.5B → $2.18B (+$684M)

13% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 56

0% more funds holding

Funds holding: 469470 (+1)

8% less repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 167

2.05% less ownership

Funds ownership: 60.71%58.66% (-2%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

71% less call options, than puts

Call options by funds: $114M | Put options by funds: $387M

Holders
470
Holders Change
+1
Holders Change %
+0.21%
% of All Funds
6.3%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
63
Increased
153
Reduced
167
Closed
56
Calls
$114M
Puts
$387M
Net Calls
-$273M
Net Calls Change
-$163M
Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
401
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6.93K
CWM
402
Centricity Wealth Management
Ohio
$6.8K
BIA
403
Bell Investment Advisors
California
$6.77K
TC
404
Truvestments Capital
Florida
$6.22K -$19K -3,761 -78%
PFBT
405
Parkside Financial Bank & Trust
Missouri
$6.19K +$3.06K +605 +144%
HCA
406
Harbor Capital Advisors
Illinois
$6K +$4.7K +929 New
WTC
407
WhitTier Trust Company
Nevada
$5.02K
RTL
408
Red Tortoise LLC
Georgia
$4.46K
TCOV
409
Trust Company of Vermont
Vermont
$4.18K
CT
410
Clearstead Trust
Maine
$4.11K +$3.44K +681 New
FA
411
Financial Avengers
California
$3.9K +$66 +13 +2%
CIAM
412
Caitong International Asset Management
Hong Kong
$3.04K -$68.4K -13,526 -96%
FCAS
413
First Command Advisory Services
Texas
$3.02K
BGAI
414
Bruce G. Allen Investments
Colorado
$2.99K +$672 +133 +37%
IA
415
IFP Advisors
Florida
$2.93K -$2.58K -510 -51%
CPG
416
Cornerstone Planning Group
New Jersey
$2.87K +$40 +8 +2%
AIC
417
Archer Investment Corporation
Indiana
$2.74K
WA
418
Whipplewood Advisors
Colorado
$2.52K -$844 -167 -40%
SC
419
SouthState Corp
Florida
$2.44K +$2.05K +405 New
S
420
Sachetta
Massachusetts
$2.43K -$228 -45 -10%
DB
421
Danske Bank
Denmark
$2.41K
CA
422
Clearstead Advisors
Ohio
$2.31K +$1.94K +383 New
PWMG
423
Prestige Wealth Management Group
New Jersey
$2.09K
SIC
424
Salem Investment Counselors
North Carolina
$2.06K +$35 +7 +2%
HNW
425
High Note Wealth
Minnesota
$1.76K -$1.42K -280 -49%

MPT Hedge Fund Activity: Q1 2025 in Review

470 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q1 2025, worth a combined $2.18B — up 46% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new MPT positions and 56 closed out — a net gain of 7 holders — while 153 added to existing stakes and 167 trimmed.

The largest buyer was Coatue Management, opening a new position worth an estimated $16.8M. The largest seller was Vanguard Group, cutting an estimated $35.5M.

  • 470 institutional investors held Medical Properties Trust (MPT) as of Q1 2025, up from 469 in Q4 2024.
  • Funds reported $2.18B of Medical Properties Trust stock for Q1 2025, up 46% quarter-over-quarter.
  • 63 funds opened new Medical Properties Trust positions in Q1 2025 and 56 closed out, a net change of +7 holders.
  • The largest Medical Properties Trust buyer in Q1 2025 was Coatue Management, an estimated $16.8M added.
  • The largest Medical Properties Trust seller in Q1 2025 was Vanguard Group, an estimated $35.5M sold.

Based on aggregated 13F filings for Q1 2025.