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MPT

Medical Properties Trust

551 hedge funds and large institutions have $2.16B invested in Medical Properties Trust in 2023 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 175 increasing their positions, 206 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 87

2% more funds holding

Funds holding: 541551 (+10)

2.74% less ownership

Funds ownership: 76.09%73.35% (-2.7%)

13% less capital invested

Capital invested by funds: $2.49B → $2.16B (-$326M)

15% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 206

32% less call options, than puts

Call options by funds: $93.1M | Put options by funds: $137M

Holders
551
Holders Change
+10
Holders Change %
+1.85%
% of All Funds
8.03%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
104
Increased
175
Reduced
206
Closed
87
Calls
$93.1M
Puts
$137M
Net Calls
-$43.5M
Net Calls Change
+$91.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
476
MassMutual Private Wealth & Trust
Connecticut
$7.12K +$3.64K +743 +105%
HWA
477
HHM Wealth Advisors
Tennessee
$6.63K
NSIM
478
North Star Investment Management
Illinois
$6.63K -$2.94K -600 -31%
NRG
479
Nemes Rush Group
Michigan
$6.56K
GWS
480
Glassman Wealth Services
Virginia
$6.25K -$935 -191 -13%
BIA
481
Bell Investment Advisors
California
$6.2K +$1.22K +250 +25%
AAG
482
Armstrong Advisory Group
Massachusetts
$5.56K -$8.81K -1,800 -61%
N
483
Natixis
France
$5.43K +$5.42K +1,106 New
SNB
484
Security National Bank
Nebraska
$5.4K +$5.39K +1,100 New
RCM
485
Raleigh Capital Management
North Carolina
$5.25K +$1.18K +240 +29%
CSC
486
Caldwell Sutter Capital
California
$4.91K
BWL
487
Bogart Wealth LLC
Virginia
$4.91K +$4.47K +913 +1,049%
JFGIW
488
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.66K +$4.5K +920 New
CFGS
489
Concourse Financial Group Securities
Alabama
$4.4K
BWP
490
Baldwin Wealth Partners
Massachusetts
$4.08K +$1.62K +330 +66%
LWCFA
491
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.03K
CI Investments Inc
492
CI Investments Inc
Ontario, Canada
$4K +$34 +7 +0.8%
PWMG
493
Private Wealth Management Group
New Jersey
$3.97K +$3.96K +809 New
RAM
494
Ramirez Asset Management
New York
$3.93K
MIA
495
MeadowBrook Investment Advisors
Michigan
$3.54K +$3.53K +720 New
MCA
496
Maryland Capital Advisors
Maryland
$3.44K
FCA
497
FinTrust Capital Advisors
South Carolina
$3.32K -$6.37K -1,300 -66%
FWM
498
Focused Wealth Management
New York
$3.21K +$93 +19 +3%
Bessemer Group
499
Bessemer Group
New Jersey
$3K -$17K -3,474 -87%
FA
500
Financial Avengers
California
$2.75K +$78 +16 +3%

MPT Hedge Fund Activity: Q4 2023 in Review

551 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q4 2023, worth a combined $2.16B — down 13% from $2.49B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new MPT positions and 87 closed out — a net gain of 17 holders — while 175 added to existing stakes and 206 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $53.4M. The largest seller was Cohen & Steers, cutting an estimated $93.6M.

  • 551 institutional investors held Medical Properties Trust (MPT) as of Q4 2023, up from 541 in Q3 2023.
  • Funds reported $2.16B of Medical Properties Trust stock for Q4 2023, down 13% quarter-over-quarter.
  • 104 funds opened new Medical Properties Trust positions in Q4 2023 and 87 closed out, a net change of +17 holders.
  • The largest Medical Properties Trust buyer in Q4 2023 was Morgan Stanley, an estimated $53.4M added.
  • The largest Medical Properties Trust seller in Q4 2023 was Cohen & Steers, an estimated $93.6M sold.

Based on aggregated 13F filings for Q4 2023.