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MPT

Medical Properties Trust

500 hedge funds and large institutions have $1.66B invested in Medical Properties Trust in 2024 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 162 increasing their positions, 193 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 76

2% less funds holding

Funds holding: 510500 (-10)

7.11% less ownership

Funds ownership: 71.12%64.01% (-7.1%)

16% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 193

17% less capital invested

Capital invested by funds: $2B → $1.66B (-$343M)

37% less call options, than puts

Call options by funds: $122M | Put options by funds: $193M

Holders
500
Holders Change
-10
Holders Change %
-1.96%
% of All Funds
7.22%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
76
Increased
162
Reduced
193
Closed
76
Calls
$122M
Puts
$193M
Net Calls
-$70.6M
Net Calls Change
+$5.44M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
476
Accent Capital Management
Ohio
$638 +$709 +148 New
SA
477
Scarborough Advisors
Maryland
$574 +$19 +4 +3%
CFO
478
CVA Family Office
Colorado
$573 +$637 +133 New
CJ
479
Caitlin John
Michigan
$562 +$19 +4 +3%
WOSD
480
WFA of San Diego
California
$561 +$623 +130 New
AF
481
Advisornet Financial
Minnesota
$504 +$561 +117 New
WWM
482
Wolff Wiese Magana
California
$483
KWAG
483
Kiely Wealth Advisory Group
North Carolina
$474 +$479 +100 New
SRCM
484
Signature Resources Capital Management
California
$433 +$19 +4 +4%
AAG
485
Armstrong Advisory Group
Massachusetts
$431 -$4.95K -1,033 -91%
OP
486
ORG Partners
Indiana
$278 +$326 +68 New
AWM
487
Abound Wealth Management
Tennessee
$242
NECFA
488
New England Capital Financial Advisors
Connecticut
$224 +$10 +2 +4%
TWP
489
Triad Wealth Partners
Kansas
$215 +$240 +50 New
MCM
490
MV Capital Management
Maryland
$194 +$14 +3 +7%
OLVIG
491
Oliver Lagore Vanvalin Investment Group
Michigan
$177 +$196 +41 New
SC
492
Swan Capital
Florida
$177 +$196 +41 New
WWP
493
WR Wealth Planners
Missouri
$69
CAM
494
Creekmur Asset Management
Illinois
$10 -$29.7K -6,198 -100%
HCM
495
Hollencrest Capital Management
California
$10
CFD
496
Creative Financial Designs
Indiana
$8
KFI
497
Key Financial Inc
Pennsylvania
$4
HCP
498
Hexagon Capital Partners
Arkansas
$3
Kayne Anderson Rudnick Investment Management
499
Kayne Anderson Rudnick Investment Management
California
$1
CIM
500
Centersquare Investment Management
Pennsylvania
-$46.8M -10,173,570 Closed

MPT Hedge Fund Activity: Q2 2024 in Review

500 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q2 2024, worth a combined $1.66B — down 17% from $2B a quarter earlier.

Fund positioning in MPT was balanced in Q2 2024: 76 funds opened new positions, 76 closed out, 162 added to existing stakes and 193 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $13.1M. The largest seller was Centersquare Investment Management, exiting entirely with an estimated $46.8M sold.

  • 500 institutional investors held Medical Properties Trust (MPT) as of Q2 2024, down from 510 in Q1 2024.
  • Funds reported $1.66B of Medical Properties Trust stock for Q2 2024, down 17% quarter-over-quarter.
  • 76 funds opened new Medical Properties Trust positions in Q2 2024 and 76 closed out, a net change of 0 holders.
  • The largest Medical Properties Trust buyer in Q2 2024 was Balyasny Asset Management, an estimated $13.1M added.
  • The largest Medical Properties Trust seller in Q2 2024 was Centersquare Investment Management, an estimated $46.8M sold.

Based on aggregated 13F filings for Q2 2024.