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MPT

Medical Properties Trust

510 hedge funds and large institutions have $2B invested in Medical Properties Trust in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 182 increasing their positions, 189 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 189

2.23% less ownership

Funds ownership: 73.35%71.12% (-2.2%)

7% less capital invested

Capital invested by funds: $2.16B → $2B (-$158M)

7% less funds holding

Funds holding: 551510 (-41)

31% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 105

34% less call options, than puts

Call options by funds: $151M | Put options by funds: $227M

Holders
510
Holders Change
-41
Holders Change %
-7.44%
% of All Funds
7.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
72
Increased
182
Reduced
189
Closed
105
Calls
$151M
Puts
$227M
Net Calls
-$76M
Net Calls Change
-$32.5M
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
451
HHM Wealth Advisors
Tennessee
$6.34K
NSIM
452
North Star Investment Management
Illinois
$6.34K
NRG
453
Nemes Rush Group
Michigan
$6.28K
LWCFA
454
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5.88K
AAG
455
Armstrong Advisory Group
Massachusetts
$5.56K
CTWM
456
Cherry Tree Wealth Management
Minnesota
$5.56K +$4.53K +1,182 New
CSC
457
Caldwell Sutter Capital
California
$4.89K +$161 +42 +4%
AssetMark Inc
458
AssetMark Inc
California
$4.7K +$3.83K +1,000 New
CFGS
459
Concourse Financial Group Securities
Alabama
$4.19K +$88 +23 +3%
Bessemer Group
460
Bessemer Group
New Jersey
$4K +$980 +256 +49%
RAM
461
Ramirez Asset Management
New York
$3.76K
MPWT
462
MassMutual Private Wealth & Trust
Connecticut
$3.5K -$2.71K -707 -49%
RTL
463
Red Tortoise LLC
Georgia
$3.47K +$2.83K +739 New
MIA
464
MeadowBrook Investment Advisors
Michigan
$3.38K
FCA
465
FinTrust Capital Advisors
South Carolina
$3.18K
CPG
466
Cornerstone Planning Group
New Jersey
$3.1K +$678 +177 +39%
RAM
467
Riggs Asset Management
Pennsylvania
$2.88K +$368 +96 +19%
FA
468
Financial Avengers
California
$2.63K +$88 +23 +4%
PWMG
469
Private Wealth Management Group
New Jersey
$2.63K -$953 -249 -31%
BWP
470
Baldwin Wealth Partners
Massachusetts
$2.35K -$1.26K -330 -40%
FCAS
471
First Command Advisory Services
Texas
$2.35K
AIC
472
Archer Investment Corporation
Indiana
$2.13K
CA
473
Clearstead Advisors
Ohio
$2.02K +$1.39K +362 New
VNA
474
Valley National Advisers
Pennsylvania
$2K
FWM
475
FSA Wealth Management
Massachusetts
$1.94K +$65 +17 +4%

MPT Hedge Fund Activity: Q1 2024 in Review

510 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q1 2024, worth a combined $2B — down 7.3% from $2.16B a quarter earlier.

Sellers outnumbered buyers: 105 funds closed out of MPT and 72 opened new positions — a net loss of 33 holders — while 189 trimmed existing stakes and 182 added.

The largest buyer was BlackRock, adding an estimated $87M. The largest seller was Cohen & Steers, exiting entirely with an estimated $114M sold.

  • 510 institutional investors held Medical Properties Trust (MPT) as of Q1 2024, down from 551 in Q4 2023.
  • Funds reported $2B of Medical Properties Trust stock for Q1 2024, down 7.3% quarter-over-quarter.
  • 72 funds opened new Medical Properties Trust positions in Q1 2024 and 105 closed out, a net change of -33 holders.
  • The largest Medical Properties Trust buyer in Q1 2024 was BlackRock, an estimated $87M added.
  • The largest Medical Properties Trust seller in Q1 2024 was Cohen & Steers, an estimated $114M sold.

Based on aggregated 13F filings for Q1 2024.