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MPT

Medical Properties Trust

510 hedge funds and large institutions have $2B invested in Medical Properties Trust in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 182 increasing their positions, 189 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 189

2.23% less ownership

Funds ownership: 73.35%71.12% (-2.2%)

7% less capital invested

Capital invested by funds: $2.16B → $2B (-$158M)

7% less funds holding

Funds holding: 551510 (-41)

31% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 105

34% less call options, than puts

Call options by funds: $151M | Put options by funds: $227M

Holders
510
Holders Change
-41
Holders Change %
-7.44%
% of All Funds
7.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
72
Increased
182
Reduced
189
Closed
105
Calls
$151M
Puts
$227M
Net Calls
-$76M
Net Calls Change
-$32.5M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
426
Rise Advisors
New York
$16K +$13K +3,404 New
IA
427
IFP Advisors
Florida
$15.9K -$26.3K -6,866 -67%
NL
428
NVWM LLC
Pennsylvania
$15.6K +$19 +5 +0.2%
CIBC Private Wealth Group
429
CIBC Private Wealth Group
Georgia
$15.1K +$12.8K +3,350 New
CG
430
Cutler Group
California
$15K -$355K -92,742 -97%
GWM
431
Geneos Wealth Management
Colorado
$14.7K -$20.4K -5,329 -63%
IHWM
432
Iron Horse Wealth Management
Iowa
$14.1K
OC
433
Oakworth Capital
Alabama
$14.1K
OCM
434
Orion Capital Management
California
$11.1K
HWA
435
Heritage Wealth Advisors
Virginia
$11K
TWC
436
TD Waterhouse Canada
Ontario, Canada
$9.48K
LFG
437
Larson Financial Group
Missouri
$9.48K +$5.74K +1,500 +290%
FCMT
438
Founders Capital Management (Texas)
Texas
$9.4K
Qube Research & Technologies (QRT)
439
Qube Research & Technologies (QRT)
United Kingdom
$9.2K -$13.7M -3,565,332 -100%
MIM
440
Macroview Investment Management
Maryland
$9.1K +$402 +105 +6%
WT
441
Whittier Trust
California
$8.74K +$5.74K +1,500 +417%
BIA
442
Bell Investment Advisors
California
$8.62K +$2.18K +570 +45%
C
443
Covestor
United Kingdom
$8K -$90.4K -23,619 -93%
BFEC
444
Benjamin F. Edwards & Company
Missouri
$8K
AIP
445
Ameritas Investment Partners
Nebraska
$7.99K -$514K -134,206 -99%
WTC
446
WhitTier Trust Company
Nevada
$7.83K
AF
447
Allworth Financial
California
$7.38K -$8.38K -2,190 -58%
AT
448
Arlington Trust
Alabama
$7.05K
VCM
449
Versant Capital Management
Arizona
$7K +$4.61K +1,203 +419%
DJSG
450
D.J. St. Germain
Massachusetts
$6.58K -$2.36K -617 -31%

MPT Hedge Fund Activity: Q1 2024 in Review

510 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q1 2024, worth a combined $2B — down 7.3% from $2.16B a quarter earlier.

Sellers outnumbered buyers: 105 funds closed out of MPT and 72 opened new positions — a net loss of 33 holders — while 189 trimmed existing stakes and 182 added.

The largest buyer was BlackRock, adding an estimated $87M. The largest seller was Cohen & Steers, exiting entirely with an estimated $114M sold.

  • 510 institutional investors held Medical Properties Trust (MPT) as of Q1 2024, down from 551 in Q4 2023.
  • Funds reported $2B of Medical Properties Trust stock for Q1 2024, down 7.3% quarter-over-quarter.
  • 72 funds opened new Medical Properties Trust positions in Q1 2024 and 105 closed out, a net change of -33 holders.
  • The largest Medical Properties Trust buyer in Q1 2024 was BlackRock, an estimated $87M added.
  • The largest Medical Properties Trust seller in Q1 2024 was Cohen & Steers, an estimated $114M sold.

Based on aggregated 13F filings for Q1 2024.