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MPT

Medical Properties Trust

557 hedge funds and large institutions have $9.55B invested in Medical Properties Trust in 2021 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 240 increasing their positions, 157 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 157

19% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 54

2% more funds holding

Funds holding: 548557 (+9)

1.43% less ownership

Funds ownership: 82.39%80.96% (-1.4%)

6% less capital invested

Capital invested by funds: $10.1B → $9.55B (-$598M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

29% less call options, than puts

Call options by funds: $26.8M | Put options by funds: $37.4M

Holders
557
Holders Change
+9
Holders Change %
+1.64%
% of All Funds
9.69%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
64
Increased
240
Reduced
157
Closed
54
Calls
$26.8M
Puts
$37.4M
Net Calls
-$10.7M
Net Calls Change
-$11.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BG
426
Bollard Group
Massachusetts
$201K +$214K +10,000 New
BMSSC
427
B. Metzler seel. Sohn & Co
Germany
$201K +$214K +10,017 New
CSPIA
428
Cary Street Partners Investment Advisory
Virginia
$193K +$205K +9,606 New
ASN
429
Advisory Services Network
Georgia
$191K -$142K -6,657 -41%
CI
430
Clal Insurance
Israel
$187K +$82.3K +3,846 +72%
AWM
431
AllSquare Wealth Management
New York
$185K +$197K +9,200 New
AP
432
Arlington Partners
Alabama
$156K
HFM
433
Harvest Fund Management
China
$155K -$10.7K -499 -6%
HNB
434
Huntington National Bank
Ohio
$155K
HI
435
Harbour Investments
Wisconsin
$152K -$16.1K -751 -9%
AWM
436
Accel Wealth Management
Iowa
$145K +$113K +5,271 +274%
IA
437
IFP Advisors
Florida
$144K +$53K +2,476 +55%
LIM
438
Longfellow Investment Management
Massachusetts
$134K -$97.2K -4,545 -41%
JMF
439
Johnson Midwest Financial
Iowa
$128K
DA
440
Denali Advisors
California
$121K
BAM
441
Belpointe Asset Management
Nevada
$116K -$144K -6,723 -54%
AWM
442
Avior Wealth Management
Nebraska
$113K
APA
443
American Portfolios Advisors
New York
$110K +$13.4K +627 +13%
BDS
444
Banco de Sabadell
Florida
$109K
SWM
445
Spire Wealth Management
Virginia
$101K -$461K -21,540 -81%
NFG
446
Next Financial Group
Texas
$100K +$106K +4,950 New
WAM
447
Wolverine Asset Management
Illinois
$96K -$214K -9,992 -68%
Carson Wealth (CWM LLC)
448
Carson Wealth (CWM LLC)
Nebraska
$96K
CFD
449
Creative Financial Designs
Indiana
$96K
BCV
450
Banque Cantonale Vaudoise
Switzerland
$94K

MPT Hedge Fund Activity: Q2 2021 in Review

557 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q2 2021, worth a combined $9.55B — down 5.9% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new MPT positions and 54 closed out — a net gain of 10 holders — while 240 added to existing stakes and 157 trimmed.

The largest buyer was BlackRock, adding an estimated $117M. The largest seller was Cohen & Steers, cutting an estimated $324M.

  • 557 institutional investors held Medical Properties Trust (MPT) as of Q2 2021, up from 548 in Q1 2021.
  • Funds reported $9.55B of Medical Properties Trust stock for Q2 2021, down 5.9% quarter-over-quarter.
  • 64 funds opened new Medical Properties Trust positions in Q2 2021 and 54 closed out, a net change of +10 holders.
  • The largest Medical Properties Trust buyer in Q2 2021 was BlackRock, an estimated $117M added.
  • The largest Medical Properties Trust seller in Q2 2021 was Cohen & Steers, an estimated $324M sold.

Based on aggregated 13F filings for Q2 2021.