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MPT

Medical Properties Trust
MPT

564 hedge funds and large institutions have $9.74B invested in Medical Properties Trust in 2021 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 242 increasing their positions, 168 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

44% more repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 168

28% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 50

1.55% more ownership

Funds ownership: 80.96% → 82.52% (+1.6%)

1% more funds holding

Funds holding: 557 → 564 (+7)

4% more call options, than puts

Call options by funds: $48M | Put options by funds: $46.2M

2% more capital invested

Capital invested by funds: $9.55B → $9.74B (+$193M)

Holders
564
Holders Change
+7
Holders Change %
+1.26%
% of All Funds
9.87%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
64
Increased
242
Reduced
168
Closed
50
Calls
$48M
Puts
$46.2M
Net Calls
+$1.75M
Net Calls Change
+$12.4M

Top Buyers

Rank Fund Capital Flow
1
Principal Financial Group
Principal Financial Group
Iowa
+$332M
2
CIM
Centersquare Investment Management
Pennsylvania
+$63.6M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$45.8M
4
LSV Asset Management
LSV Asset Management
Illinois
+$44.2M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$31.4M

Top Sellers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
-$311M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$74.4M
3
Prudential Financial
Prudential Financial
New Jersey
-$44.1M
4
N
Nuveen
North Carolina
-$41.9M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$24.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
476
Arcadia Investment Management
Michigan
$40K – – –
ST
477
Sageworth Trust
Pennsylvania
$40K – – –
SGAM
478
Smith Group Asset Management
Texas
$40K – – –
NSIM
479
North Star Investment Management
Illinois
$39K – – –
Fifth Third Bancorp
480
Fifth Third Bancorp
Ohio
$37K -$289K -14,084 -89%
CWC
481
Carolinas Wealth Consulting
North Carolina
$37K +$492 +24 +1%
PFGIA
482
Patriot Financial Group Insurance Agency
Massachusetts
$36K – – –
IA
483
IndexIQ Advisors
New York
$36K +$4.12K +201 +13%
Group One Trading
484
Group One Trading
Illinois
$35K -$851K -41,527 -96%
EIP
485
Ellis Investment Partners
Pennsylvania
$35K +$492 +24 +1%
AIL
486
AGF Investments LLC
Ontario, Canada
$35K +$2.46K +120 +7%
KFI
487
Key Financial Inc
Pennsylvania
$32K – – –
LWA
488
Lenox Wealth Advisors
New York
$32K – – –
BFC
489
Bedel Financial Consulting
Indiana
$30K – – –
Credit Agricole
490
Credit Agricole
France
$29K – – –
HWA
491
HHM Wealth Advisors
Tennessee
$27K +$5.12K +250 +23%
LWCFA
492
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$26K -$2.62K -128 -9%
KPCM
493
Kings Point Capital Management
New York
$26K – – –
CFA
494
Carroll Financial Associates
North Carolina
$26K +$184 +9 +0.7%
AF
495
Allworth Financial
California
$26K +$369 +18 +1%
DFCM
496
Dark Forest Capital Management
Puerto Rico
$26K +$26.1K +1,274 New
DWMG
497
DB Wealth Management Group
California
$25K – – –
FPS
498
Fieldpoint Private Securities
Connecticut
$24K +$594 +29 +2%
FNBOSM
499
First National Bank of South Miami
Florida
$24K +$2.77K +135 +13%
SFPG
500
Stonebridge Financial Planning Group
Florida
$21K – – –
18 19
20
21 22

MPT Hedge Fund Activity: Q3 2021 in Review

564 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q3 2021, worth a combined $9.74B — up 2% from $9.55B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new MPT positions and 50 closed out — a net gain of 14 holders — while 242 added to existing stakes and 168 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $332M. The largest seller was Cohen & Steers, cutting an estimated $311M.

  • 564 institutional investors held Medical Properties Trust (MPT) as of Q3 2021, up from 557 in Q2 2021.
  • Funds reported $9.74B of Medical Properties Trust stock for Q3 2021, up 2% quarter-over-quarter.
  • 64 funds opened new Medical Properties Trust positions in Q3 2021 and 50 closed out, a net change of +14 holders.
  • The largest Medical Properties Trust buyer in Q3 2021 was Principal Financial Group, an estimated $332M added.
  • The largest Medical Properties Trust seller in Q3 2021 was Cohen & Steers, an estimated $311M sold.

Based on aggregated 13F filings for Q3 2021.