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MPT

Medical Properties Trust

557 hedge funds and large institutions have $9.55B invested in Medical Properties Trust in 2021 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 240 increasing their positions, 157 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 157

19% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 54

2% more funds holding

Funds holding: 548557 (+9)

1.43% less ownership

Funds ownership: 82.39%80.96% (-1.4%)

6% less capital invested

Capital invested by funds: $10.1B → $9.55B (-$598M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

29% less call options, than puts

Call options by funds: $26.8M | Put options by funds: $37.4M

Holders
557
Holders Change
+9
Holders Change %
+1.64%
% of All Funds
9.69%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
64
Increased
240
Reduced
157
Closed
54
Calls
$26.8M
Puts
$37.4M
Net Calls
-$10.7M
Net Calls Change
-$11.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
451
Concourse Financial Group Securities
Alabama
$89K +$2.76K +129 +3%
AWA
452
Arkadios Wealth Advisors
Georgia
$87K +$76.1K +3,559 +460%
PA
453
Parallel Advisors
California
$82K +$52.2K +2,439 +148%
CHA
454
Carmichael Hill & Associates
Maryland
$81K
SIC
455
Salem Investment Counselors
North Carolina
$80K +$85.6K +4,000 New
DOA
456
D'Orazio & Associates
Virginia
$74K
MHR
457
Matthew Hamilton Rosenberg
$71K
OC
458
Oakworth Capital
Alabama
$70K -$7.49K -350 -9%
PCG
459
Private Capital Group
Connecticut
$65K +$727 +34 +1%
QCG
460
Quadrant Capital Group
Ohio
$53K -$9.26K -433 -14%
BCWM
461
Bartlett & Co Wealth Management
Ohio
$53K
BC
462
Bartlett & Co
Ohio
$52K
CAL
463
Capital Analysts LLC
Pennsylvania
$52K +$2.93K +137 +6%
WTC
464
WhitTier Trust Company
Nevada
$50K
CBT
465
CoreFirst Bank & Trust
Kansas
$48K
RCA
466
Ranch Capital Advisors
Florida
$47K -$50.4K -2,355 Closed
CFB
467
Cullen/Frost Bankers
Texas
$44K
OSAM
468
O'Shaughnessy Asset Management
Connecticut
$43K +$20.9K +977 +85%
AIM
469
Arcadia Investment Management
Michigan
$40K
LWANC
470
Laurel Wealth Advisors (North Carolina)
North Carolina
$40K
SBL
471
Sargent Bickham Lagudis
Colorado
$40K
ST
472
Sageworth Trust
Pennsylvania
$40K +$42.1K +1,970 New
SGAM
473
Smith Group Asset Management
Texas
$40K +$42.8K +2,000 New
NSIM
474
North Star Investment Management
Illinois
$39K +$31K +1,450 +290%
CWC
475
Carolinas Wealth Consulting
North Carolina
$37K +$471 +22 +1%

MPT Hedge Fund Activity: Q2 2021 in Review

557 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q2 2021, worth a combined $9.55B — down 5.9% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new MPT positions and 54 closed out — a net gain of 10 holders — while 240 added to existing stakes and 157 trimmed.

The largest buyer was BlackRock, adding an estimated $117M. The largest seller was Cohen & Steers, cutting an estimated $324M.

  • 557 institutional investors held Medical Properties Trust (MPT) as of Q2 2021, up from 548 in Q1 2021.
  • Funds reported $9.55B of Medical Properties Trust stock for Q2 2021, down 5.9% quarter-over-quarter.
  • 64 funds opened new Medical Properties Trust positions in Q2 2021 and 54 closed out, a net change of +10 holders.
  • The largest Medical Properties Trust buyer in Q2 2021 was BlackRock, an estimated $117M added.
  • The largest Medical Properties Trust seller in Q2 2021 was Cohen & Steers, an estimated $324M sold.

Based on aggregated 13F filings for Q2 2021.