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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
Two Sigma Investments
26
Two Sigma Investments
New York
$12.1M +$9.89M +2,583,312 New
Ameriprise
27
Ameriprise
Minnesota
$12M +$4.03M +1,051,574 +70%
LSV Asset Management
28
LSV Asset Management
Illinois
$11.5M -$1.4M -366,600 -13%
Jane Street
29
Jane Street
New York
$9.08M +$2.28M +594,334 +44%
UBS Group
30
UBS Group
Switzerland
$7.91M +$1.09M +284,912 +20%
WAM
31
Weiss Asset Management
Massachusetts
$7.09M +$5.78M +1,509,572 New
Marshall Wace
32
Marshall Wace
United Kingdom
$6.86M +$5.59M +1,459,900 New
JP Morgan Chase
33
JP Morgan Chase
New York
$6.55M -$6.19M -1,617,620 -54%
Canada Life
34
Canada Life
Manitoba, Canada
$6.54M +$876K +228,887 +20%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$6.25M -$1.84M -481,662 -27%
HRES
36
Heitman Real Estate Securities
Illinois
$6.24M -$876K -228,669 -15%
N
37
Nuveen
North Carolina
$5.87M +$254K +66,341 +6%
Public Sector Pension Investment Board (PSP Investments)
38
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.77M +$4.7M +1,227,760 New
Swiss National Bank
39
Swiss National Bank
Switzerland
$5.54M
Citadel Advisors
40
Citadel Advisors
Florida
$5.54M -$7.79M -2,034,527 -63%
State of New Jersey Common Pension Fund D
41
State of New Jersey Common Pension Fund D
New Jersey
$5.54M +$767K +200,334 +20%
Bank of America
42
Bank of America
North Carolina
$5.47M +$1.12M +293,005 +34%
Franklin Resources
43
Franklin Resources
California
$5.4M -$845K -220,609 -16%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$5.35M +$5.13K +1,340 +0.1%
Connor, Clark & Lunn Investment Management (CC&L)
45
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.16M -$1.75M -458,062 -29%
LPL Financial
46
LPL Financial
California
$5.13M -$71K -18,553 -2%
Ohio Public Employees Retirement System (OPERS)
47
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.09M -$101K -26,324 -2%
First Trust Advisors
48
First Trust Advisors
Illinois
$5.04M +$688K +179,607 +20%
State Board of Administration of Florida Retirement System
49
State Board of Administration of Florida Retirement System
Florida
$4.66M +$101K +26,417 +5%
Asset Management One
50
Asset Management One
Japan
$4.19M -$116K -30,386 -3%

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.