We are live on ! Find out more
MPT

Medical Properties Trust

469 hedge funds and large institutions have $1.5B invested in Medical Properties Trust in 2024 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 129 increasing their positions, 200 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

2.87% less ownership

Funds ownership: 63.59%60.71% (-2.9%)

7% less funds holding

Funds holding: 506469 (-37)

33% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 92

33% less capital invested

Capital invested by funds: $2.23B → $1.5B (-$733M)

36% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 200

50% less call options, than puts

Call options by funds: $110M | Put options by funds: $220M

Holders
469
Holders Change
-37
Holders Change %
-7.31%
% of All Funds
6.18%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
62
Increased
129
Reduced
200
Closed
92
Calls
$110M
Puts
$220M
Net Calls
-$110M
Net Calls Change
+$32.9M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
426
GAMMA Investing
California
$1.23K -$25.8K -5,767 -95%
NWWA
427
New Wave Wealth Advisors
Arkansas
$1.22K +$1.38K +309 New
CTWM
428
Cherry Tree Wealth Management
Minnesota
$1.11K -$1.6K -358 -56%
FMII
429
Farmers & Merchants Investments Inc
Nebraska
$1.03K
PP
430
PFS Partners
New Jersey
$1K +$18 +4 +2%
FRA
431
Front Row Advisors
California
$988
MHR
432
Matthew Hamilton Rosenberg
$988
SO
433
Sierra Ocean
California
$976 +$1.11K +247 New
GWSG
434
GPS Wealth Strategies Group
Colorado
$905
SIM
435
Studio Investment Management
Illinois
$806 +$896 +200 New
HPC
436
HM Payson & Co
Maine
$790 -$1.02K -228 -53%
AWM
437
AllSquare Wealth Management
New York
$790
AIP
438
Ameritas Investment Partners
Nebraska
$790
IRC
439
Investors Research Corp
Georgia
$790
PAM
440
Parvin Asset Management
South Dakota
$790 +$896 +200 New
LFG
441
Larson Financial Group
Missouri
$748 -$4.47K -999 -84%
WA
442
WPG Advisers
Maryland
$660 +$748 +167 New
DAM
443
Delta Asset Management
Tennessee
$656
PWMG
444
Private Wealth Management Group
New Jersey
$597 -$1.83K -409 -73%
CJ
445
Caitlin John
Michigan
$542
KWAG
446
Kiely Wealth Advisory Group
North Carolina
$479
WWM
447
Wolff Wiese Magana
California
$443
AAG
448
Armstrong Advisory Group
Massachusetts
$395
CIAS
449
CBIZ Investment Advisory Services
Ohio
$395 +$448 +100 New
OSNBOA
450
Old Second National Bank of Aurora
Illinois
$363 +$412 +92 New

MPT Hedge Fund Activity: Q4 2024 in Review

469 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q4 2024, worth a combined $1.5B — down 33% from $2.23B a quarter earlier.

Sellers outnumbered buyers: 92 funds closed out of MPT and 62 opened new positions — a net loss of 30 holders — while 200 trimmed existing stakes and 129 added.

The largest buyer was UBS Group, adding an estimated $36.9M. The largest seller was Vanguard Group, cutting an estimated $35.6M.

  • 469 institutional investors held Medical Properties Trust (MPT) as of Q4 2024, down from 506 in Q3 2024.
  • Funds reported $1.5B of Medical Properties Trust stock for Q4 2024, down 33% quarter-over-quarter.
  • 62 funds opened new Medical Properties Trust positions in Q4 2024 and 92 closed out, a net change of -30 holders.
  • The largest Medical Properties Trust buyer in Q4 2024 was UBS Group, an estimated $36.9M added.
  • The largest Medical Properties Trust seller in Q4 2024 was Vanguard Group, an estimated $35.6M sold.

Based on aggregated 13F filings for Q4 2024.