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MPT

Medical Properties Trust

470 hedge funds and large institutions have $2.18B invested in Medical Properties Trust in 2025 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 153 increasing their positions, 167 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more capital invested

Capital invested by funds: $1.5B → $2.18B (+$684M)

13% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 56

0% more funds holding

Funds holding: 469470 (+1)

8% less repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 167

2.05% less ownership

Funds ownership: 60.71%58.66% (-2%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

71% less call options, than puts

Call options by funds: $114M | Put options by funds: $387M

Holders
470
Holders Change
+1
Holders Change %
+0.21%
% of All Funds
6.3%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
63
Increased
153
Reduced
167
Closed
56
Calls
$114M
Puts
$387M
Net Calls
-$273M
Net Calls Change
-$163M
Name Holding Trade Value Shares
Change
Change in
Stake
MGIA
501
Moneta Group Investment Advisors
Missouri
-$42.4K -10,745 Closed
ZIM
502
Zacks Investment Management
Illinois
-$41.8K -10,573 Closed
William Blair & Company
503
William Blair & Company
Illinois
-$41.4K -10,475 Closed
RA
504
RFG Advisory
Alabama
-$40.3K -10,207 Closed
GC
505
Guggenheim Capital
Illinois
-$39.9K -10,104 Closed
TAM
506
Tucker Asset Management
Colorado
-$27.9K -7,060 Closed
AWM
507
Avior Wealth Management
Nebraska
-$23.8K -6,030 Closed
FFWM
508
Future Financial Wealth Management
Ohio
-$19.8K -5,000 Closed
TIM
509
Thompson Investment Management
Wisconsin
-$15.8K -4,000 Closed
VWM
510
Venturi Wealth Management
Texas
-$5.25K -1,330 Closed
PCTC
511
Perkins Coie Trust Company
Washington
-$4.81K -1,218 Closed
CFGS
512
Concourse Financial Group Securities
Alabama
-$3.91K -900 Closed
N
513
Natixis
France
-$2.68K -678 Closed
RWML
514
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
-$2.22K -563 Closed
HIIFS
515
Harel Insurance Investments & Financial Services
Israel
-$2K -450 Closed
WT
516
Whittier Trust
California
-$1.42K -360 Closed
NWWA
517
New Wave Wealth Advisors
Arkansas
-$1.22K -309 Closed
CTWM
518
Cherry Tree Wealth Management
Minnesota
-$1.11K -281 Closed
PAM
519
Parvin Asset Management
South Dakota
-$790 -200 Closed
SIM
520
Studio Investment Management
Illinois
-$806 -200 Closed
CJ
521
Caitlin John
Michigan
-$542 -137 Closed
OSNBOA
522
Old Second National Bank of Aurora
Illinois
-$363 -92 Closed
ACM
523
Accent Capital Management
Ohio
-$302 -75 Closed
RAM
524
Riggs Asset Management
Pennsylvania
-$279 -75 Closed

MPT Hedge Fund Activity: Q1 2025 in Review

470 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q1 2025, worth a combined $2.18B — up 46% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new MPT positions and 56 closed out — a net gain of 7 holders — while 153 added to existing stakes and 167 trimmed.

The largest buyer was Coatue Management, opening a new position worth an estimated $16.8M. The largest seller was Vanguard Group, cutting an estimated $35.5M.

  • 470 institutional investors held Medical Properties Trust (MPT) as of Q1 2025, up from 469 in Q4 2024.
  • Funds reported $2.18B of Medical Properties Trust stock for Q1 2025, up 46% quarter-over-quarter.
  • 63 funds opened new Medical Properties Trust positions in Q1 2025 and 56 closed out, a net change of +7 holders.
  • The largest Medical Properties Trust buyer in Q1 2025 was Coatue Management, an estimated $16.8M added.
  • The largest Medical Properties Trust seller in Q1 2025 was Vanguard Group, an estimated $35.5M sold.

Based on aggregated 13F filings for Q1 2025.