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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
AWM
476
Ameliora Wealth Management
Switzerland
$1.88K
PWMG
477
Prestige Wealth Management Group
New Jersey
$1.61K +$1.07K +279 +443%
SIC
478
Salem Investment Counselors
North Carolina
$1.43K +$46 +12 +4%
SWM
479
Spire Wealth Management
Virginia
$1.4K -$7.77K -2,029 -87%
CMA
480
Cedar Mountain Advisors
Oregon
$1.39K +$1.13K +295 New
SAM
481
Smartleaf Asset Management
Massachusetts
$1.3K +$1.06K +276 New
FMII
482
Farmers & Merchants Investments Inc
Nebraska
$1.22K
VWM
483
Venturi Wealth Management
Texas
$1.18K -$383 -100 -29%
FRA
484
Front Row Advisors
California
$1.18K
SWM
485
Sanctuary Wealth Management
Idaho
$1.18K +$957 +250 New
WAS
486
Winch Advisory Services
Wisconsin
$1.16K +$38 +10 +4%
MHR
487
Matthew Hamilton Rosenberg
$1.13K
BGAI
488
Bruce G. Allen Investments
Colorado
$1.13K +$781 +204 +567%
PP
489
PFS Partners
New Jersey
$1.1K +$34 +9 +4%
NS
490
NBC Securities
Alabama
$1K
AWM
491
AllSquare Wealth Management
New York
$940
FP
492
Financial Perspectives
Minnesota
$940
HPC
493
HM Payson & Co
Maine
$940
IRC
494
Investors Research Corp
Georgia
$940
DCM
495
Davis Capital Management
Florida
$902 -$1.15K -300 -60%
DAM
496
Delta Asset Management
Tennessee
$780
PFBT
497
Parkside Financial Bank & Trust
Missouri
$753 -$536 -140 -47%
SA
498
Scarborough Advisors
Maryland
$607 +$19 +5 +4%
CJ
499
Caitlin John
Michigan
$594 +$19 +5 +4%
WWM
500
Wolff Wiese Magana
California
$527 -$12.1K -3,150 -97%

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.