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MPT

Medical Properties Trust

551 hedge funds and large institutions have $2.16B invested in Medical Properties Trust in 2023 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 175 increasing their positions, 206 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 87

2% more funds holding

Funds holding: 541551 (+10)

2.74% less ownership

Funds ownership: 76.09%73.35% (-2.7%)

13% less capital invested

Capital invested by funds: $2.49B → $2.16B (-$326M)

15% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 206

32% less call options, than puts

Call options by funds: $93.1M | Put options by funds: $137M

Holders
551
Holders Change
+10
Holders Change %
+1.85%
% of All Funds
8.03%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
104
Increased
175
Reduced
206
Closed
87
Calls
$93.1M
Puts
$137M
Net Calls
-$43.5M
Net Calls Change
+$91.9M
Name Holding Trade Value Shares
Change
Change in
Stake
QC
451
Quent Capital
New York
$16.5K +$13.3K +2,721 +429%
WWM
452
Wolff Wiese Magana
California
$16K -$979 -200 -6%
JWM
453
Janiczek Wealth Management
Colorado
$15.6K +$15.5K +3,172 New
IHWM
454
Iron Horse Wealth Management
Iowa
$14.7K
OC
455
Oakworth Capital
Alabama
$14.7K
QL
456
Quarry LP
New York
$13.8K -$7.44K -1,519 -35%
A
457
AlphaQuest
New York
$12.8K +$12.8K +2,612 New
HNB
458
Huntington National Bank
Ohio
$12.7K -$22.1K -4,511 -64%
BHWM
459
Beaird Harris Wealth Management
Texas
$12.4K +$338 +69 +3%
BLC
460
Brown, Lisle/Cummings
Rhode Island
$12.3K
OCM
461
Orion Capital Management
California
$11.6K
HWA
462
Heritage Wealth Advisors
Virginia
$11.5K +$11.5K +2,350 New
CHA
463
Carmichael Hill & Associates
Maryland
$11.3K -$8.57K -1,750 -43%
TWC
464
TD Waterhouse Canada
Ontario, Canada
$11K -$1.89K -385 -15%
HFS
465
Hantz Financial Services
Michigan
$10K +$9.8K +2,001 New
DJSG
466
D.J. St. Germain
Massachusetts
$9.9K +$9.88K +2,017 New
FCMT
467
Founders Capital Management (Texas)
Texas
$9.82K -$4.9K -1,000 -33%
ODG
468
O'Dell Group
Ohio
$9.82K +$9.79K +2,000 New
BFEC
469
Benjamin F. Edwards & Company
Missouri
$9K
MIM
470
Macroview Investment Management
Maryland
$8.99K
WTC
471
WhitTier Trust Company
Nevada
$8.18K
IWP
472
IAG Wealth Partners
Wisconsin
$7.62K +$201 +41 +3%
AP
473
Arlington Partners
Alabama
$7.37K
AT
474
Arlington Trust
Alabama
$7.37K
SWM
475
Spire Wealth Management
Virginia
$7.14K -$8.35K -1,706 -42%

MPT Hedge Fund Activity: Q4 2023 in Review

551 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q4 2023, worth a combined $2.16B — down 13% from $2.49B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new MPT positions and 87 closed out — a net gain of 17 holders — while 175 added to existing stakes and 206 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $53.4M. The largest seller was Cohen & Steers, cutting an estimated $93.6M.

  • 551 institutional investors held Medical Properties Trust (MPT) as of Q4 2023, up from 541 in Q3 2023.
  • Funds reported $2.16B of Medical Properties Trust stock for Q4 2023, down 13% quarter-over-quarter.
  • 104 funds opened new Medical Properties Trust positions in Q4 2023 and 87 closed out, a net change of +17 holders.
  • The largest Medical Properties Trust buyer in Q4 2023 was Morgan Stanley, an estimated $53.4M added.
  • The largest Medical Properties Trust seller in Q4 2023 was Cohen & Steers, an estimated $93.6M sold.

Based on aggregated 13F filings for Q4 2023.