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MPT

Medical Properties Trust

469 hedge funds and large institutions have $1.5B invested in Medical Properties Trust in 2024 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 129 increasing their positions, 200 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

2.87% less ownership

Funds ownership: 63.59%60.71% (-2.9%)

7% less funds holding

Funds holding: 506469 (-37)

33% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 92

33% less capital invested

Capital invested by funds: $2.23B → $1.5B (-$733M)

36% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 200

50% less call options, than puts

Call options by funds: $110M | Put options by funds: $220M

Holders
469
Holders Change
-37
Holders Change %
-7.31%
% of All Funds
6.18%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
62
Increased
129
Reduced
200
Closed
92
Calls
$110M
Puts
$220M
Net Calls
-$110M
Net Calls Change
+$32.9M
Name Holding Trade Value Shares
Change
Change in
Stake
D.E. Shaw & Co
501
D.E. Shaw & Co
New York
-$122K -27,280 Closed
SAM
502
Storebrand Asset Management
Norway
-$140K -23,953 Closed
CAM
503
Cresset Asset Management
Illinois
-$138K -23,282 Closed
RPWA
504
Regent Peak Wealth Advisors
Georgia
-$125K -21,322 Closed
SWP
505
Stratos Wealth Partners
Ohio
-$120K -20,477 Closed
OC
506
Oppenheimer & Co
New York
-$114K -19,500 Closed
QL
507
Quarry LP
New York
-$105K -18,030 Closed
ACM
508
Advisors Capital Management
New Jersey
-$97K -16,514 Closed
RFC
509
Regions Financial Corp
Alabama
-$94.6K -16,174 Closed
NRD
510
Nebula Research & Development
New York
-$88K -15,037 Closed
ACA
511
Aptus Capital Advisors
Alabama
-$86.7K -14,814 Closed
FWM
512
Focused Wealth Management
New York
-$86K -14,702 Closed
SFG
513
Sunburst Financial Group
Alabama
-$85.4K -14,600 Closed
ME
514
McIlrath & Eck
Washington
-$81.6K -13,944 Closed
Walleye Capital
515
Walleye Capital
New York
-$79.5K -13,597 Closed
OSAM
516
O'Shaughnessy Asset Management
Connecticut
-$61K -13,469 Closed
Two Sigma Advisers
517
Two Sigma Advisers
New York
-$77.2K -13,200 Closed
Belvedere Trading
518
Belvedere Trading
Illinois
-$76.3K -13,051 Closed
FRM
519
Fox Run Management
Connecticut
-$76.3K -13,047 Closed
BFWM
520
Bright Futures Wealth Management
New York
-$59.7K -12,679 Closed
XT
521
XTX Topco
Cayman Islands
-$72.5K -12,387 Closed
Kovitz Investment Group Partners
522
Kovitz Investment Group Partners
Illinois
-$70.8K -12,110 Closed
CFM
523
Catalyst Funds Management
Australia
-$70.2K -12,000 Closed
JE
524
JMAC Enterprises
Pennsylvania
-$70.2K -12,000 Closed
OPWM
525
Oxinas Partners Wealth Management
Indiana
-$70.2K -12,000 Closed

MPT Hedge Fund Activity: Q4 2024 in Review

469 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q4 2024, worth a combined $1.5B — down 33% from $2.23B a quarter earlier.

Sellers outnumbered buyers: 92 funds closed out of MPT and 62 opened new positions — a net loss of 30 holders — while 200 trimmed existing stakes and 129 added.

The largest buyer was UBS Group, adding an estimated $36.9M. The largest seller was Vanguard Group, cutting an estimated $35.6M.

  • 469 institutional investors held Medical Properties Trust (MPT) as of Q4 2024, down from 506 in Q3 2024.
  • Funds reported $1.5B of Medical Properties Trust stock for Q4 2024, down 33% quarter-over-quarter.
  • 62 funds opened new Medical Properties Trust positions in Q4 2024 and 92 closed out, a net change of -30 holders.
  • The largest Medical Properties Trust buyer in Q4 2024 was UBS Group, an estimated $36.9M added.
  • The largest Medical Properties Trust seller in Q4 2024 was Vanguard Group, an estimated $35.6M sold.

Based on aggregated 13F filings for Q4 2024.