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MPT

Medical Properties Trust

605 hedge funds and large institutions have $10.2B invested in Medical Properties Trust in 2022 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 284 increasing their positions, 153 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 153

11% more call options, than puts

Call options by funds: $54.2M | Put options by funds: $49M

1.39% less ownership

Funds ownership: 81.82%80.43% (-1.4%)

5% less funds holding

Funds holding: 634605 (-29)

11% less capital invested

Capital invested by funds: $11.5B → $10.2B (-$1.31B)

26% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 87

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
605
Holders Change
-29
Holders Change %
-4.57%
% of All Funds
9.54%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
64
Increased
284
Reduced
153
Closed
87
Calls
$54.2M
Puts
$49M
Net Calls
+$5.2M
Net Calls Change
+$10.6M
Name Holding Trade Value Shares
Change
Change in
Stake
OC
501
Oakworth Capital
Alabama
$74K
Koshinski Asset Management
502
Koshinski Asset Management
Illinois
$70.9K -$9.68K -449 -12%
QCG
503
Quadrant Capital Group
Ohio
$68K +$13.5K +628 +24%
CFGS
504
Concourse Financial Group Securities
Alabama
$67K -$4.18K -194 -6%
AF
505
Allworth Financial
California
$67K +$21.9K +1,016 +47%
COCM
506
Charter Oak Capital Management
New Hampshire
$64K +$9.52K +442 +17%
CAL
507
Capital Analysts LLC
Pennsylvania
$60K -$14.2K -661 -19%
PCG
508
Private Capital Group
Connecticut
$59K -$1.4K -65 -2%
GRP
509
Global Retirement Partners
California
$57K +$66.1K +3,068 New
BC
510
Bartlett & Co
Ohio
$56K +$56K +2,600 New
BCWM
511
Bartlett & Co Wealth Management
Ohio
$55.7K +$56K +2,600 New
FAG
512
Fortitude Advisory Group
Washington
$53K -$82.9K -3,846 -61%
WTC
513
WhitTier Trust Company
Nevada
$53K
BLC
514
Brown, Lisle/Cummings
Rhode Island
$52.9K
CBT
515
CoreFirst Bank & Trust
Kansas
$51K
CFD
516
Creative Financial Designs
Indiana
$51K
PFS
517
Prospera Financial Services
Texas
$50K +$51.4K +2,385 New
AIC
518
Archer Investment Corporation
Indiana
$47.4K
EI
519
Ellevest Inc
New York
$45K -$13.4K -620 -23%
AIM
520
Arcadia Investment Management
Michigan
$42K
HNWAG
521
High Net Worth Advisory Group
Florida
$42K
SGAM
522
Smith Group Asset Management
Texas
$42K
NSIM
523
North Star Investment Management
Illinois
$41K
FNBOSM
524
First National Bank of South Miami
Florida
$41K +$8.1K +376 +24%
CWC
525
Carolinas Wealth Consulting
North Carolina
$38K -$2.07K -96 -5%

MPT Hedge Fund Activity: Q1 2022 in Review

605 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q1 2022, worth a combined $10.2B — down 11% from $11.5B a quarter earlier.

Sellers outnumbered buyers: 87 funds closed out of MPT and 64 opened new positions — a net loss of 23 holders — while 153 trimmed existing stakes and 284 added.

The largest buyer was State Street, adding an estimated $81.9M. The largest seller was Deutsche Bank, cutting an estimated $139M.

  • 605 institutional investors held Medical Properties Trust (MPT) as of Q1 2022, down from 634 in Q4 2021.
  • Funds reported $10.2B of Medical Properties Trust stock for Q1 2022, down 11% quarter-over-quarter.
  • 64 funds opened new Medical Properties Trust positions in Q1 2022 and 87 closed out, a net change of -23 holders.
  • The largest Medical Properties Trust buyer in Q1 2022 was State Street, an estimated $81.9M added.
  • The largest Medical Properties Trust seller in Q1 2022 was Deutsche Bank, an estimated $139M sold.

Based on aggregated 13F filings for Q1 2022.