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MPT

Medical Properties Trust

557 hedge funds and large institutions have $9.55B invested in Medical Properties Trust in 2021 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 240 increasing their positions, 157 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 157

19% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 54

2% more funds holding

Funds holding: 548557 (+9)

1.43% less ownership

Funds ownership: 82.39%80.96% (-1.4%)

6% less capital invested

Capital invested by funds: $10.1B → $9.55B (-$598M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

29% less call options, than puts

Call options by funds: $26.8M | Put options by funds: $37.4M

Holders
557
Holders Change
+9
Holders Change %
+1.64%
% of All Funds
9.69%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
64
Increased
240
Reduced
157
Closed
54
Calls
$26.8M
Puts
$37.4M
Net Calls
-$10.7M
Net Calls Change
-$11.8M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
26
UBS AM
Illinois
$68.6M -$2.78M -129,846 -4%
Bank of America
27
Bank of America
North Carolina
$62.7M +$13.5M +629,335 +25%
Prudential Financial
28
Prudential Financial
New Jersey
$57.7M +$47.5M +2,219,813 +342%
WCP
29
Waterfront Capital Partners
New York
$56M +$15.7M +735,035 +36%
Swiss National Bank
30
Swiss National Bank
Switzerland
$47.4M +$3.27M +152,722 +7%
Invesco
31
Invesco
Georgia
$47M +$27.3M +1,276,930 +120%
Sumitomo Mitsui Trust Group
32
Sumitomo Mitsui Trust Group
Japan
$46.9M -$1.81M -84,619 -3%
LSV Asset Management
33
LSV Asset Management
Illinois
$41.7M +$40M +1,869,360 +900%
Goldman Sachs
34
Goldman Sachs
New York
$41.2M +$8.69M +406,513 +25%
HS
35
Hazelview Securities
Ontario, Canada
$40.9M +$15.3M +714,400 +56%
WBC
36
Westpac Banking Corp
Australia
$37.8M +$4.07M +190,478 +11%
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$37M +$245K +11,457 +0.6%
PPA
38
Parametric Portfolio Associates
Washington
$32.9M -$1.07M -50,117 -3%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$32.6M -$37.2K -1,741 -0.1%
Wells Fargo
40
Wells Fargo
California
$31.7M +$245K +11,460 +0.7%
RJA
41
Raymond James & Associates
Florida
$28.3M -$122K -5,714 -0.4%
Macquarie Group
42
Macquarie Group
Australia
$27.6M +$659K +30,803 +2%
Retirement Systems of Alabama
43
Retirement Systems of Alabama
Alabama
$27.5M +$198K +9,258 +0.7%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$26.2M -$560K -26,187 -2%
NIG
45
NFJ Investment Group
Texas
$25.6M -$313K -14,634 -1%
Asset Management One
46
Asset Management One
Japan
$25.5M -$130K -6,095 -0.5%
Citigroup
47
Citigroup
New York
$25.1M +$6.91M +323,005 +35%
SEI Investments
48
SEI Investments
Pennsylvania
$24.7M -$3.83M -179,228 -13%
Barclays
49
Barclays
United Kingdom
$24.2M +$847K +39,609 +3%
CS
50
Credit Suisse
Switzerland
$23.8M +$534K +24,981 +2%

MPT Hedge Fund Activity: Q2 2021 in Review

557 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q2 2021, worth a combined $9.55B — down 5.9% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new MPT positions and 54 closed out — a net gain of 10 holders — while 240 added to existing stakes and 157 trimmed.

The largest buyer was BlackRock, adding an estimated $117M. The largest seller was Cohen & Steers, cutting an estimated $324M.

  • 557 institutional investors held Medical Properties Trust (MPT) as of Q2 2021, up from 548 in Q1 2021.
  • Funds reported $9.55B of Medical Properties Trust stock for Q2 2021, down 5.9% quarter-over-quarter.
  • 64 funds opened new Medical Properties Trust positions in Q2 2021 and 54 closed out, a net change of +10 holders.
  • The largest Medical Properties Trust buyer in Q2 2021 was BlackRock, an estimated $117M added.
  • The largest Medical Properties Trust seller in Q2 2021 was Cohen & Steers, an estimated $324M sold.

Based on aggregated 13F filings for Q2 2021.