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MPT

Medical Properties Trust

510 hedge funds and large institutions have $2B invested in Medical Properties Trust in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 182 increasing their positions, 189 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 189

2.23% less ownership

Funds ownership: 73.35%71.12% (-2.2%)

7% less capital invested

Capital invested by funds: $2.16B → $2B (-$158M)

7% less funds holding

Funds holding: 551510 (-41)

31% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 105

34% less call options, than puts

Call options by funds: $151M | Put options by funds: $227M

Holders
510
Holders Change
-41
Holders Change %
-7.44%
% of All Funds
7.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
72
Increased
182
Reduced
189
Closed
105
Calls
$151M
Puts
$227M
Net Calls
-$76M
Net Calls Change
-$32.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SRCM
501
Signature Resources Capital Management
California
$473
HGERS
502
Householder Group Estate & Retirement Specialist
Arizona
$353
AWM
503
Abound Wealth Management
Tennessee
$264 +$214 +56 New
NECFA
504
New England Capital Financial Advisors
Connecticut
$236 +$8 +2 +4%
MCM
505
MV Capital Management
Maryland
$198 +$161 +42 New
WWP
506
WR Wealth Planners
Missouri
$75 +$61 +16 New
HCM
507
Hollencrest Capital Management
California
$11
CFD
508
Creative Financial Designs
Indiana
$8 +$8 +2 New
KFI
509
Key Financial Inc
Pennsylvania
$5
HCP
510
Hexagon Capital Partners
Arkansas
$3
Kayne Anderson Rudnick Investment Management
511
Kayne Anderson Rudnick Investment Management
California
$1 -$88 -23 Closed
Cohen & Steers
512
Cohen & Steers
New York
-$114M -23,226,346 Closed
WMSA
513
Weiss Multi-Strategy Advisers
New York
-$5.13M -1,045,494 Closed
MVP
514
Miller Value Partners
Florida
-$4.87M -991,000 Closed
PS
515
Presima Securities
Quebec, Canada
-$3.7M -753,468 Closed
Retirement Systems of Alabama
516
Retirement Systems of Alabama
Alabama
-$3.68M -750,213 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
517
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$3.57M -726,100 Closed
DFCM
518
Dark Forest Capital Management
Puerto Rico
-$2.89M -588,696 Closed
Allianz Asset Management
519
Allianz Asset Management
Germany
-$1.78M -363,300 Closed
VI
520
Vestcor Inc
New Brunswick, Canada
-$1.71M -347,854 Closed
CANY
521
Caxton Associates (New York)
New York
-$1.61M -327,457 Closed
CF
522
Concorde Financial
Texas
-$1.63M -322,869 Closed
FG
523
Formula Growth
Quebec, Canada
-$1.44M -293,800 Closed
ERSOT
524
Employees Retirement System of Texas
Texas
-$1.02M -208,000 Closed
WCM
525
Wedge Capital Management
North Carolina
-$861K -175,389 Closed

MPT Hedge Fund Activity: Q1 2024 in Review

510 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q1 2024, worth a combined $2B — down 7.3% from $2.16B a quarter earlier.

Sellers outnumbered buyers: 105 funds closed out of MPT and 72 opened new positions — a net loss of 33 holders — while 189 trimmed existing stakes and 182 added.

The largest buyer was BlackRock, adding an estimated $87M. The largest seller was Cohen & Steers, exiting entirely with an estimated $114M sold.

  • 510 institutional investors held Medical Properties Trust (MPT) as of Q1 2024, down from 551 in Q4 2023.
  • Funds reported $2B of Medical Properties Trust stock for Q1 2024, down 7.3% quarter-over-quarter.
  • 72 funds opened new Medical Properties Trust positions in Q1 2024 and 105 closed out, a net change of -33 holders.
  • The largest Medical Properties Trust buyer in Q1 2024 was BlackRock, an estimated $87M added.
  • The largest Medical Properties Trust seller in Q1 2024 was Cohen & Steers, an estimated $114M sold.

Based on aggregated 13F filings for Q1 2024.