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MPT

Medical Properties Trust

500 hedge funds and large institutions have $1.66B invested in Medical Properties Trust in 2024 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 162 increasing their positions, 193 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 76

2% less funds holding

Funds holding: 510500 (-10)

7.11% less ownership

Funds ownership: 71.12%64.01% (-7.1%)

16% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 193

17% less capital invested

Capital invested by funds: $2B → $1.66B (-$343M)

37% less call options, than puts

Call options by funds: $122M | Put options by funds: $193M

Holders
500
Holders Change
-10
Holders Change %
-1.96%
% of All Funds
7.22%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
76
Increased
162
Reduced
193
Closed
76
Calls
$122M
Puts
$193M
Net Calls
-$70.6M
Net Calls Change
+$5.44M
Name Holding Trade Value Shares
Change
Change in
Stake
AIC
451
Archer Investment Corporation
Indiana
$1.96K
AWM
452
Ameliora Wealth Management
Switzerland
$1.72K
CC
453
Cypress Capital
Tennessee
$1.72K +$1.92K +400 New
WT
454
Whittier Trust
California
$1.55K -$7.19K -1,500 -81%
MAM
455
Meeder Asset Management
Ohio
$1.47K +$1.63K +340 New
BGAI
456
Bruce G. Allen Investments
Colorado
$1.46K +$474 +99 +41%
S
457
Sachetta
Massachusetts
$1.46K +$1.4K +292 New
SIC
458
Salem Investment Counselors
North Carolina
$1.4K +$43 +9 +3%
TSMHT
459
Thurston Springer Miller Herd & Titak
Indiana
$1.3K +$1.44K +301 New
CMA
460
Cedar Mountain Advisors
Oregon
$1.27K
DCM
461
Davis Capital Management
Florida
$1.25K +$508 +106 +53%
FMII
462
Farmers & Merchants Investments Inc
Nebraska
$1.12K
FRA
463
Front Row Advisors
California
$1.11K
WAS
464
Winch Advisory Services
Wisconsin
$1.09K +$38 +8 +3%
SWM
465
Sanctuary Wealth Management
Idaho
$1.08K
VWM
466
Venturi Wealth Management
Texas
$1.08K
PP
467
PFS Partners
New Jersey
$1.04K +$38 +8 +3%
MHR
468
Matthew Hamilton Rosenberg
$1.02K
GWSG
469
GPS Wealth Strategies Group
Colorado
$987 +$1.1K +229 New
AWM
470
AllSquare Wealth Management
New York
$862
FP
471
Financial Perspectives
Minnesota
$862
HPC
472
HM Payson & Co
Maine
$862
IRC
473
Investors Research Corp
Georgia
$862
PFBT
474
Parkside Financial Bank & Trust
Missouri
$825 +$149 +31 +19%
DAM
475
Delta Asset Management
Tennessee
$715

MPT Hedge Fund Activity: Q2 2024 in Review

500 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q2 2024, worth a combined $1.66B — down 17% from $2B a quarter earlier.

Fund positioning in MPT was balanced in Q2 2024: 76 funds opened new positions, 76 closed out, 162 added to existing stakes and 193 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $13.1M. The largest seller was Centersquare Investment Management, exiting entirely with an estimated $46.8M sold.

  • 500 institutional investors held Medical Properties Trust (MPT) as of Q2 2024, down from 510 in Q1 2024.
  • Funds reported $1.66B of Medical Properties Trust stock for Q2 2024, down 17% quarter-over-quarter.
  • 76 funds opened new Medical Properties Trust positions in Q2 2024 and 76 closed out, a net change of 0 holders.
  • The largest Medical Properties Trust buyer in Q2 2024 was Balyasny Asset Management, an estimated $13.1M added.
  • The largest Medical Properties Trust seller in Q2 2024 was Centersquare Investment Management, an estimated $46.8M sold.

Based on aggregated 13F filings for Q2 2024.