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MPT

Medical Properties Trust

506 hedge funds and large institutions have $2.23B invested in Medical Properties Trust in 2024 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 147 increasing their positions, 210 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more capital invested

Capital invested by funds: $1.66B → $2.23B (+$568M)

22% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 54

1% more funds holding

Funds holding: 500506 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.43% less ownership

Funds ownership: 64.01%63.59% (-0.43%)

30% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 210

40% less call options, than puts

Call options by funds: $217M | Put options by funds: $360M

Holders
506
Holders Change
+6
Holders Change %
+1.2%
% of All Funds
7.26%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
66
Increased
147
Reduced
210
Closed
54
Calls
$217M
Puts
$360M
Net Calls
-$143M
Net Calls Change
-$72.4M
Name Holding Trade Value Shares
Change
Change in
Stake
DJSG
426
D.J. St. Germain
Massachusetts
$8.19K
BIA
427
Bell Investment Advisors
California
$8.17K -$1.55K -315 -18%
HWA
428
HHM Wealth Advisors
Tennessee
$7.9K
NSIM
429
North Star Investment Management
Illinois
$7.9K
FCAS
430
First Command Advisory Services
Texas
$7.61K +$3.94K +800 +160%
CA
431
CoreCap Advisors
Michigan
$7.24K -$74.5K -15,120 -92%
LFG
432
Larson Financial Group
Missouri
$6.95K +$20 +4 +0.3%
CSC
433
Caldwell Sutter Capital
California
$6.51K +$192 +39 +4%
LWCFA
434
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6.41K
NRG
435
Nemes Rush Group
Michigan
$6.28K
Bessemer Group
436
Bessemer Group
New Jersey
$6K +$1.04K +211 +27%
Optiver Holding
437
Optiver Holding
Netherlands
$5.93K +$5K +1,014 New
MPWT
438
MassMutual Private Wealth & Trust
Connecticut
$5.73K +$922 +187 +24%
AAP
439
Arax Advisory Partners
Colorado
$5.53K
CFGS
440
Concourse Financial Group Securities
Alabama
$5.46K -$3.44K -697 -43%
RTL
441
Red Tortoise LLC
Georgia
$4.32K
TCOV
442
Trust Company of Vermont
Vermont
$4.05K +$3.42K +693 New
N
443
Natixis
France
$4K -$3.32K -674 -50%
RAM
444
Riggs Asset Management
Pennsylvania
$3.8K +$99 +20 +3%
CTWM
445
Cherry Tree Wealth Management
Minnesota
$3.74K +$3.15K +639 New
FA
446
Financial Avengers
California
$3.65K +$108 +22 +4%
IA
447
IFP Advisors
Florida
$3.33K -$1.23K -250 -31%
PWMG
448
Private Wealth Management Group
New Jersey
$3.28K
CPG
449
Cornerstone Planning Group
New Jersey
$3.08K +$35 +7 +1%
HIIFS
450
Harel Insurance Investments & Financial Services
Israel
$3K

MPT Hedge Fund Activity: Q3 2024 in Review

506 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q3 2024, worth a combined $2.23B — up 34% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new MPT positions and 54 closed out — a net gain of 12 holders — while 147 added to existing stakes and 210 trimmed.

The largest buyer was Silver Point Capital, adding an estimated $18M. The largest seller was BlackRock, cutting an estimated $13.1M.

  • 506 institutional investors held Medical Properties Trust (MPT) as of Q3 2024, up from 500 in Q2 2024.
  • Funds reported $2.23B of Medical Properties Trust stock for Q3 2024, up 34% quarter-over-quarter.
  • 66 funds opened new Medical Properties Trust positions in Q3 2024 and 54 closed out, a net change of +12 holders.
  • The largest Medical Properties Trust buyer in Q3 2024 was Silver Point Capital, an estimated $18M added.
  • The largest Medical Properties Trust seller in Q3 2024 was BlackRock, an estimated $13.1M sold.

Based on aggregated 13F filings for Q3 2024.