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MPT

Medical Properties Trust

551 hedge funds and large institutions have $2.16B invested in Medical Properties Trust in 2023 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 175 increasing their positions, 206 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 87

2% more funds holding

Funds holding: 541551 (+10)

2.74% less ownership

Funds ownership: 76.09%73.35% (-2.7%)

13% less capital invested

Capital invested by funds: $2.49B → $2.16B (-$326M)

15% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 206

32% less call options, than puts

Call options by funds: $93.1M | Put options by funds: $137M

Holders
551
Holders Change
+10
Holders Change %
+1.85%
% of All Funds
8.03%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
104
Increased
175
Reduced
206
Closed
87
Calls
$93.1M
Puts
$137M
Net Calls
-$43.5M
Net Calls Change
+$91.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MRCM
501
M&R Capital Management
New Jersey
$2.63K +$1.95K +399 +293%
LFG
502
Larson Financial Group
Missouri
$2.54K +$54 +11 +2%
RAM
503
Riggs Asset Management
Pennsylvania
$2.54K +$73 +15 +3%
FCAS
504
First Command Advisory Services
Texas
$2.46K
DCM
505
Davis Capital Management
Florida
$2.46K +$2.45K +500 New
CPG
506
Cornerstone Planning Group
New Jersey
$2.25K +$64 +13 +3%
AIC
507
Archer Investment Corporation
Indiana
$2.23K
W
508
WealthCollab
Washington
$2.19K +$2.18K +446 New
PA
509
PSI Advisors
Florida
$2.1K +$59 +12 +3%
LA
510
LM Advisors
California
$2.05K +$2.05K +418 New
VNA
511
Valley National Advisers
Pennsylvania
$2K
FWM
512
FSA Wealth Management
Massachusetts
$2K +$1.94K +397 New
AWM
513
Ameliora Wealth Management
Switzerland
$1.96K
BWM
514
Baystate Wealth Management
Massachusetts
$1.96K +$1.96K +400 New
WT
515
Whittier Trust
California
$1.77K -$308 -63 -15%
BBHC
516
Brown Brothers Harriman & Co
New York
$1.73K +$1.72K +352 New
VWM
517
Venturi Wealth Management
Texas
$1.72K +$490 +100 +40%
SIC
518
Salem Investment Counselors
North Carolina
$1.48K +$44 +9 +3%
PFBT
519
Parkside Financial Bank & Trust
Missouri
$1.47K -$2.44K -499 -62%
VCM
520
Versant Capital Management
Arizona
$1.41K +$1.04K +212 +283%
FMII
521
Farmers & Merchants Investments Inc
Nebraska
$1.28K
FRA
522
Front Row Advisors
California
$1.26K
AAP
523
Arax Advisory Partners
Colorado
$1.25K +$1.24K +254 New
MHR
524
Matthew Hamilton Rosenberg
$1.23K -$588 -120 -32%
WAS
525
Winch Advisory Services
Wisconsin
$1.16K +$29 +6 +3%

MPT Hedge Fund Activity: Q4 2023 in Review

551 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q4 2023, worth a combined $2.16B — down 13% from $2.49B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new MPT positions and 87 closed out — a net gain of 17 holders — while 175 added to existing stakes and 206 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $53.4M. The largest seller was Cohen & Steers, cutting an estimated $93.6M.

  • 551 institutional investors held Medical Properties Trust (MPT) as of Q4 2023, up from 541 in Q3 2023.
  • Funds reported $2.16B of Medical Properties Trust stock for Q4 2023, down 13% quarter-over-quarter.
  • 104 funds opened new Medical Properties Trust positions in Q4 2023 and 87 closed out, a net change of +17 holders.
  • The largest Medical Properties Trust buyer in Q4 2023 was Morgan Stanley, an estimated $53.4M added.
  • The largest Medical Properties Trust seller in Q4 2023 was Cohen & Steers, an estimated $93.6M sold.

Based on aggregated 13F filings for Q4 2023.