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MPT

Medical Properties Trust

557 hedge funds and large institutions have $9.55B invested in Medical Properties Trust in 2021 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 240 increasing their positions, 157 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 157

19% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 54

2% more funds holding

Funds holding: 548557 (+9)

1.43% less ownership

Funds ownership: 82.39%80.96% (-1.4%)

6% less capital invested

Capital invested by funds: $10.1B → $9.55B (-$598M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

29% less call options, than puts

Call options by funds: $26.8M | Put options by funds: $37.4M

Holders
557
Holders Change
+9
Holders Change %
+1.64%
% of All Funds
9.69%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
64
Increased
240
Reduced
157
Closed
54
Calls
$26.8M
Puts
$37.4M
Net Calls
-$10.7M
Net Calls Change
-$11.8M
Name Holding Trade Value Shares
Change
Change in
Stake
DSC
501
Duncker Streett & Co
Missouri
$20K
SFPG
502
Stonebridge Financial Planning Group
Florida
$20K
BCA
503
Berman Capital Advisors
Georgia
$20K +$43 +2 +0.2%
FHA
504
First Horizon Advisors
Tennessee
$20K +$10.7K +500 +98%
SIS
505
Sound Income Strategies
Florida
$19K -$25.2K -1,179 -55%
SB
506
Strategic Blueprint
Georgia
$19K +$20.4K +953 New
GWS
507
Glassman Wealth Services
Virginia
$18K -$107 -5 -0.6%
TWA
508
TCI Wealth Advisors
Arizona
$14K +$1.77K +83 +14%
EFSCE
509
Enterprise Financial Services Corp (EFSC)
Missouri
$13K
FHC
510
First Horizon Corporation
Tennessee
$13K
SFP
511
Sterling Financial Planning
New Jersey
$12K
FA
512
Financial Avengers
California
$12K +$171 +8 +1%
AssetMark Inc
513
AssetMark Inc
California
$12K +$1.97K +92 +18%
WWM
514
Wolff Wiese Magana
California
$11K -$27.8K -1,300 -71%
BWL
515
Bogart Wealth LLC
Virginia
$11K
ARMC
516
American Research & Management Company
Massachusetts
$10K
HWM
517
Holloway Wealth Management
Florida
$10K
OCM
518
Orion Capital Management
California
$10K
HI
519
Hudock Inc
Pennsylvania
$10K +$7.51K +351 +229%
TFS
520
TrustCore Financial Services
Tennessee
$10K +$10.7K +500 New
Nisa Investment Advisors
521
Nisa Investment Advisors
Missouri
$9.12K -$66.2K -3,093 -0.7%
ST
522
Smithfield Trust
Pennsylvania
$9K
JCM
523
Jacobi Capital Management
Pennsylvania
$9K +$9.52K +445 New
DAM
524
Delta Asset Management
Tennessee
$8K
M
525
MOTCO
Texas
$8K

MPT Hedge Fund Activity: Q2 2021 in Review

557 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q2 2021, worth a combined $9.55B — down 5.9% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new MPT positions and 54 closed out — a net gain of 10 holders — while 240 added to existing stakes and 157 trimmed.

The largest buyer was BlackRock, adding an estimated $117M. The largest seller was Cohen & Steers, cutting an estimated $324M.

  • 557 institutional investors held Medical Properties Trust (MPT) as of Q2 2021, up from 548 in Q1 2021.
  • Funds reported $9.55B of Medical Properties Trust stock for Q2 2021, down 5.9% quarter-over-quarter.
  • 64 funds opened new Medical Properties Trust positions in Q2 2021 and 54 closed out, a net change of +10 holders.
  • The largest Medical Properties Trust buyer in Q2 2021 was BlackRock, an estimated $117M added.
  • The largest Medical Properties Trust seller in Q2 2021 was Cohen & Steers, an estimated $324M sold.

Based on aggregated 13F filings for Q2 2021.