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MPT

Medical Properties Trust

639 hedge funds and large institutions have $5.55B invested in Medical Properties Trust in 2022 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 255 increasing their positions, 176 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 82

45% more repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 176

7% more funds holding

Funds holding: 600639 (+39)

0.83% more ownership

Funds ownership: 80.98%81.81% (+0.83%)

3% less capital invested

Capital invested by funds: $5.75B → $5.55B (-$195M)

74% less call options, than puts

Call options by funds: $122M | Put options by funds: $460M

Holders
639
Holders Change
+39
Holders Change %
+6.5%
% of All Funds
10.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
132
Increased
255
Reduced
176
Closed
82
Calls
$122M
Puts
$460M
Net Calls
-$339M
Net Calls Change
-$19.7M
Name Holding Trade Value Shares
Change
Change in
Stake
RFN
451
RDA Financial Network
Iowa
$145K +$4.63K +398 +3%
MFS
452
Mirabella Financial Services
United Kingdom
$143K +$149K +12,853 New
KWM
453
Kingsview Wealth Management
Oregon
$143K +$149K +12,818 New
PA
454
Parallel Advisors
California
$142K -$3.56K -306 -2%
CAMG
455
CWA Asset Management Group
Florida
$142K +$2.41K +207 +2%
CA
456
CoreCap Advisors
Michigan
$142K +$14K +1,200 +10%
LFM
457
LGT Fund Management
Liechtenstein
$140K
SI
458
Stephens Inc
Arkansas
$140K -$427K -36,712 -74%
KFA
459
Kelleher Financial Advisors
New York
$140K +$1.19K +102 +0.8%
TLP
460
Trinity Legacy Partners
Texas
$138K +$144K +12,346 New
MAG
461
MRA Advisory Group
New Jersey
$137K +$143K +12,334 New
TMAM
462
Tokio Marine Asset Management
Japan
$136K +$14.9K +1,281 +12%
CA
463
Commerzbank Aktiengesellschaft
Germany
$133K
BSW
464
Buckingham Strategic Wealth
Missouri
$132K +$137K +11,822 New
GAM
465
Griffin Asset Management
New York
$132K +$15.3K +1,319 +13%
PWM
466
Perigon Wealth Management
California
$132K -$482K -41,417 -78%
SBF
467
Sara-Bay Financial
Florida
$131K
William Blair & Company
468
William Blair & Company
Illinois
$130K +$135K +11,654 New
BWP
469
Balboa Wealth Partners
Arizona
$129K +$135K +11,574 New
PFA
470
Pathway Financial Advisers
Indiana
$129K +$134K +11,536 New
MC
471
Moors & Cabot
Massachusetts
$128K +$407 +35 +0.3%
KI
472
Kula Investments
Illinois
$127K +$133K +11,439 New
RMAM
473
Raab & Moskowitz Asset Management
New Jersey
$125K -$46.5K -4,000 -26%
SMH
474
Sanders Morris Harris
Texas
$125K
DC
475
Davenport & Co
Virginia
$124K -$3.33K -286 -3%

MPT Hedge Fund Activity: Q4 2022 in Review

639 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q4 2022, worth a combined $5.55B — down 3.4% from $5.75B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new MPT positions and 82 closed out — a net gain of 50 holders — while 255 added to existing stakes and 176 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $55.8M. The largest seller was Wellington Management Group, cutting an estimated $142M.

  • 639 institutional investors held Medical Properties Trust (MPT) as of Q4 2022, up from 600 in Q3 2022.
  • Funds reported $5.55B of Medical Properties Trust stock for Q4 2022, down 3.4% quarter-over-quarter.
  • 132 funds opened new Medical Properties Trust positions in Q4 2022 and 82 closed out, a net change of +50 holders.
  • The largest Medical Properties Trust buyer in Q4 2022 was JP Morgan Chase, an estimated $55.8M added.
  • The largest Medical Properties Trust seller in Q4 2022 was Wellington Management Group, an estimated $142M sold.

Based on aggregated 13F filings for Q4 2022.