We are live on ! Find out more
MPT

Medical Properties Trust

551 hedge funds and large institutions have $2.16B invested in Medical Properties Trust in 2023 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 175 increasing their positions, 206 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 87

2% more funds holding

Funds holding: 541551 (+10)

2.74% less ownership

Funds ownership: 76.09%73.35% (-2.7%)

13% less capital invested

Capital invested by funds: $2.49B → $2.16B (-$326M)

15% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 206

32% less call options, than puts

Call options by funds: $93.1M | Put options by funds: $137M

Holders
551
Holders Change
+10
Holders Change %
+1.85%
% of All Funds
8.03%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
104
Increased
175
Reduced
206
Closed
87
Calls
$93.1M
Puts
$137M
Net Calls
-$43.5M
Net Calls Change
+$91.9M
Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
426
Laird Norton Wetherby Wealth Management
California
$49.4K +$49.2K +10,057 New
RCI
427
RS Crum Inc
California
$49.1K
SF
428
Synovus Financial
Georgia
$49.1K +$49K +10,000 New
GRP
429
Global Retirement Partners
California
$47.7K +$6.21K +1,268 +9%
EC
430
EntryPoint Capital
New York
$47.6K +$47.5K +9,694 New
NFSG
431
Newbridge Financial Services Group
Florida
$42.8K +$4.9K +1,000 +13%
CTC
432
Cetera Trust Company
Minnesota
$42.7K +$42.6K +8,700 New
GWM
433
Geneos Wealth Management
Colorado
$41.5K -$190K -38,790 -82%
TAM
434
Tucker Asset Management
Colorado
$38.2K -$930 -190 -2%
CAS
435
Coppell Advisory Solutions
Texas
$37K -$15.6K -3,185 -30%
BTI
436
Blue Trust Inc
Georgia
$36K +$9.42K +1,924 +41%
FFA
437
Farther Finance Advisors
California
$34.9K +$12.2K +2,483 +54%
OIA
438
Optimum Investment Advisors
Illinois
$29.5K -$77.8K -15,886 -73%
EWA
439
EverSource Wealth Advisors
Alabama
$28K -$3.44K -703 -11%
AWM
440
Avior Wealth Management
Nebraska
$27.6K
CSB
441
City State Bank
Iowa
$25K
Northwestern Mutual Wealth Management
442
Northwestern Mutual Wealth Management
Wisconsin
$25K +$5.87K +1,199 +31%
First Manhattan
443
First Manhattan
New York
$23.1K
Jones Financial Companies
444
Jones Financial Companies
Missouri
$20.3K +$20.2K +4,131 New
TWM
445
Tradition Wealth Management
Minnesota
$20K -$38.8K -7,919 -66%
Twin Tree Management
446
Twin Tree Management
Texas
$19.8K -$753K -153,758 -97%
AF
447
Allworth Financial
California
$18.5K +$16.3K +3,332 +779%
PS
448
Planned Solutions
California
$17.3K +$17.2K +3,515 New
NL
449
NVWM LLC
Pennsylvania
$16.7K +$10 +2 +0.1%
LC
450
Lindbrook Capital
California
$16.7K +$12.5K +2,550 +298%

MPT Hedge Fund Activity: Q4 2023 in Review

551 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q4 2023, worth a combined $2.16B — down 13% from $2.49B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new MPT positions and 87 closed out — a net gain of 17 holders — while 175 added to existing stakes and 206 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $53.4M. The largest seller was Cohen & Steers, cutting an estimated $93.6M.

  • 551 institutional investors held Medical Properties Trust (MPT) as of Q4 2023, up from 541 in Q3 2023.
  • Funds reported $2.16B of Medical Properties Trust stock for Q4 2023, down 13% quarter-over-quarter.
  • 104 funds opened new Medical Properties Trust positions in Q4 2023 and 87 closed out, a net change of +17 holders.
  • The largest Medical Properties Trust buyer in Q4 2023 was Morgan Stanley, an estimated $53.4M added.
  • The largest Medical Properties Trust seller in Q4 2023 was Cohen & Steers, an estimated $93.6M sold.

Based on aggregated 13F filings for Q4 2023.