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MPT

Medical Properties Trust

500 hedge funds and large institutions have $1.66B invested in Medical Properties Trust in 2024 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 162 increasing their positions, 193 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 76

2% less funds holding

Funds holding: 510500 (-10)

7.11% less ownership

Funds ownership: 71.12%64.01% (-7.1%)

16% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 193

17% less capital invested

Capital invested by funds: $2B → $1.66B (-$343M)

37% less call options, than puts

Call options by funds: $122M | Put options by funds: $193M

Holders
500
Holders Change
-10
Holders Change %
-1.96%
% of All Funds
7.22%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
76
Increased
162
Reduced
193
Closed
76
Calls
$122M
Puts
$193M
Net Calls
-$70.6M
Net Calls Change
+$5.44M
Name Holding Trade Value Shares
Change
Change in
Stake
N
426
Natixis
France
$5.85K +$6.51K +1,358 New
HWA
427
HHM Wealth Advisors
Tennessee
$5.82K
NSIM
428
North Star Investment Management
Illinois
$5.82K
NRG
429
Nemes Rush Group
Michigan
$5.76K
WIA
430
Wetzel Investment Advisors
Indiana
$5.64K +$5.75K +1,200 New
LFG
431
Larson Financial Group
Missouri
$5.1K -$3.99K -833 -41%
CSC
432
Caldwell Sutter Capital
California
$4.63K +$153 +32 +3%
QL
433
Quarry LP
New York
$4.1K -$22.5K -4,704 -83%
AAP
434
Arax Advisory Partners
Colorado
$4.07K +$4.53K +945 New
IA
435
IFP Advisors
Florida
$3.53K -$12.3K -2,569 -76%
RAM
436
Ramirez Asset Management
New York
$3.45K
MPWT
437
MassMutual Private Wealth & Trust
Connecticut
$3.42K +$235 +49 +7%
RTL
438
Red Tortoise LLC
Georgia
$3.19K
MIA
439
MeadowBrook Investment Advisors
Michigan
$3.1K
Bessemer Group
440
Bessemer Group
New Jersey
$3K
CPG
441
Cornerstone Planning Group
New Jersey
$2.99K +$86 +18 +3%
RAM
442
Riggs Asset Management
Pennsylvania
$2.72K +$81 +17 +3%
PWMG
443
Prestige Wealth Management Group
New Jersey
$2.65K +$1.23K +256 +75%
FA
444
Financial Avengers
California
$2.6K +$86 +18 +3%
PWMG
445
Private Wealth Management Group
New Jersey
$2.41K
BWP
446
Baldwin Wealth Partners
Massachusetts
$2.15K
FCAS
447
First Command Advisory Services
Texas
$2.15K
JWM
448
Janiczek Wealth Management
Colorado
$2.12K +$2.28K +475 New
VNA
449
Valley National Advisers
Pennsylvania
$2K +$455 +95 +19%
HIIFS
450
Harel Insurance Investments & Financial Services
Israel
$2K +$2.16K +450 New

MPT Hedge Fund Activity: Q2 2024 in Review

500 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q2 2024, worth a combined $1.66B — down 17% from $2B a quarter earlier.

Fund positioning in MPT was balanced in Q2 2024: 76 funds opened new positions, 76 closed out, 162 added to existing stakes and 193 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $13.1M. The largest seller was Centersquare Investment Management, exiting entirely with an estimated $46.8M sold.

  • 500 institutional investors held Medical Properties Trust (MPT) as of Q2 2024, down from 510 in Q1 2024.
  • Funds reported $1.66B of Medical Properties Trust stock for Q2 2024, down 17% quarter-over-quarter.
  • 76 funds opened new Medical Properties Trust positions in Q2 2024 and 76 closed out, a net change of 0 holders.
  • The largest Medical Properties Trust buyer in Q2 2024 was Balyasny Asset Management, an estimated $13.1M added.
  • The largest Medical Properties Trust seller in Q2 2024 was Centersquare Investment Management, an estimated $46.8M sold.

Based on aggregated 13F filings for Q2 2024.