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MPT

Medical Properties Trust

506 hedge funds and large institutions have $2.23B invested in Medical Properties Trust in 2024 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 147 increasing their positions, 210 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more capital invested

Capital invested by funds: $1.66B → $2.23B (+$568M)

22% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 54

1% more funds holding

Funds holding: 500506 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.43% less ownership

Funds ownership: 64.01%63.59% (-0.43%)

30% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 210

40% less call options, than puts

Call options by funds: $217M | Put options by funds: $360M

Holders
506
Holders Change
+6
Holders Change %
+1.2%
% of All Funds
7.26%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
66
Increased
147
Reduced
210
Closed
54
Calls
$217M
Puts
$360M
Net Calls
-$143M
Net Calls Change
-$72.4M
Name Holding Trade Value Shares
Change
Change in
Stake
IRC
476
Investors Research Corp
Georgia
$1.17K
MCM
477
MV Capital Management
Maryland
$1.15K +$749 +152 +338%
Lazard Asset Management
478
Lazard Asset Management
New York
$1K
RBC
479
Roble Belko & Company
Pennsylvania
$1K +$1.24K +251 New
DAM
480
Delta Asset Management
Tennessee
$971
CFO
481
CVA Family Office
Colorado
$778
WOSD
482
WFA of San Diego
California
$761
WWM
483
Wolff Wiese Magana
California
$656
CJ
484
Caitlin John
Michigan
$604 +$35 +7 +5%
SRCM
485
Signature Resources Capital Management
California
$587
AAG
486
Armstrong Advisory Group
Massachusetts
$585
ACM
487
Accent Capital Management
Ohio
$451 -$360 -73 -49%
KWAG
488
Kiely Wealth Advisory Group
North Carolina
$438
OP
489
ORG Partners
Indiana
$397
AWM
490
Abound Wealth Management
Tennessee
$328
NECFA
491
New England Capital Financial Advisors
Connecticut
$314 +$10 +2 +4%
AssetMark Inc
492
AssetMark Inc
California
$293 +$247 +50 New
MFG
493
Mendota Financial Group
Wisconsin
$281 +$237 +48 New
DF
494
Dunhill Financial
United Kingdom
$244 +$207 +42 New
SC
495
Swan Capital
Florida
$240
SIS
496
Strategic Investment Solutions
Illinois
$145 +$123 +25 New
FPFS
497
First Personal Financial Services
North Carolina
$129 +$108 +22 New
CAM
498
Creekmur Asset Management
Illinois
$44 +$30 +6 +300%
Toronto Dominion Bank
499
Toronto Dominion Bank
Ontario, Canada
$23 +$20 +4 New
HCM
500
Hollencrest Capital Management
California
$15

MPT Hedge Fund Activity: Q3 2024 in Review

506 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q3 2024, worth a combined $2.23B — up 34% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new MPT positions and 54 closed out — a net gain of 12 holders — while 147 added to existing stakes and 210 trimmed.

The largest buyer was Silver Point Capital, adding an estimated $18M. The largest seller was BlackRock, cutting an estimated $13.1M.

  • 506 institutional investors held Medical Properties Trust (MPT) as of Q3 2024, up from 500 in Q2 2024.
  • Funds reported $2.23B of Medical Properties Trust stock for Q3 2024, up 34% quarter-over-quarter.
  • 66 funds opened new Medical Properties Trust positions in Q3 2024 and 54 closed out, a net change of +12 holders.
  • The largest Medical Properties Trust buyer in Q3 2024 was Silver Point Capital, an estimated $18M added.
  • The largest Medical Properties Trust seller in Q3 2024 was BlackRock, an estimated $13.1M sold.

Based on aggregated 13F filings for Q3 2024.