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MPT

Medical Properties Trust

470 hedge funds and large institutions have $2.18B invested in Medical Properties Trust in 2025 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 153 increasing their positions, 167 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more capital invested

Capital invested by funds: $1.5B → $2.18B (+$684M)

13% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 56

0% more funds holding

Funds holding: 469470 (+1)

8% less repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 167

2.05% less ownership

Funds ownership: 60.71%58.66% (-2%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

71% less call options, than puts

Call options by funds: $114M | Put options by funds: $387M

Holders
470
Holders Change
+1
Holders Change %
+0.21%
% of All Funds
6.3%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
63
Increased
153
Reduced
167
Closed
56
Calls
$114M
Puts
$387M
Net Calls
-$273M
Net Calls Change
-$163M
Name Holding Trade Value Shares
Change
Change in
Stake
OP
451
ORG Partners
Indiana
$401
AAG
452
Armstrong Advisory Group
Massachusetts
$395
NECFA
453
New England Capital Financial Advisors
Connecticut
$335 +$10 +2 +4%
MG
454
Mather Group
Illinois
$277 +$233 +46 New
TSMHT
455
Thurston Springer Miller Herd & Titak
Indiana
$271
DF
456
Dunhill Financial
United Kingdom
$252
SC
457
Swan Capital
Florida
$247
CH
458
Cromwell Holdings
Wyoming
$205 +$172 +34 New
TPCW
459
TD Private Client Wealth
New York
$205 +$172 +34 New
AWM
460
Abound Wealth Management
Tennessee
$193 -$121 -24 -43%
SIS
461
Strategic Investment Solutions
Illinois
$180 +$25 +5 +20%
AssetMark Inc
462
AssetMark Inc
California
$139
AWM
463
Activest Wealth Management
Florida
$18
CWP
464
Clark Wealth Partners
Illinois
$16
HCM
465
Hollencrest Capital Management
California
$16
CAM
466
Creekmur Asset Management
Illinois
$12 -$25 -5 -71%
CFD
467
Creative Financial Designs
Indiana
$12
KFI
468
Key Financial Inc
Pennsylvania
$6
CIBC Private Wealth Group
469
CIBC Private Wealth Group
Georgia
$5 +$5 +1 New
SPC
470
Silver Point Capital
Connecticut
-$5.23M -1,325,000 Closed
AAMU
471
APG Asset Management US
New York
-$5.21M -1,318,696 Closed
Balyasny Asset Management
472
Balyasny Asset Management
Illinois
-$4.88M -1,234,759 Closed
Hudson Bay Capital Management
473
Hudson Bay Capital Management
Connecticut
-$4.56M -1,154,974 Closed
Citadel Advisors
474
Citadel Advisors
Florida
-$2.24M -442,171 Closed
DFCM
475
Dark Forest Capital Management
Puerto Rico
-$1.13M -286,082 Closed

MPT Hedge Fund Activity: Q1 2025 in Review

470 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q1 2025, worth a combined $2.18B — up 46% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new MPT positions and 56 closed out — a net gain of 7 holders — while 153 added to existing stakes and 167 trimmed.

The largest buyer was Coatue Management, opening a new position worth an estimated $16.8M. The largest seller was Vanguard Group, cutting an estimated $35.5M.

  • 470 institutional investors held Medical Properties Trust (MPT) as of Q1 2025, up from 469 in Q4 2024.
  • Funds reported $2.18B of Medical Properties Trust stock for Q1 2025, up 46% quarter-over-quarter.
  • 63 funds opened new Medical Properties Trust positions in Q1 2025 and 56 closed out, a net change of +7 holders.
  • The largest Medical Properties Trust buyer in Q1 2025 was Coatue Management, an estimated $16.8M added.
  • The largest Medical Properties Trust seller in Q1 2025 was Vanguard Group, an estimated $35.5M sold.

Based on aggregated 13F filings for Q1 2025.