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MPT

Medical Properties Trust

462 hedge funds and large institutions have $1.7B invested in Medical Properties Trust in 2025 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 150 increasing their positions, 179 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $1.5B → $1.7B (+$204M)

1.9% less ownership

Funds ownership: 57.65%55.75% (-1.9%)

3% less funds holding

Funds holding: 475462 (-13)

13% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 68

16% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 179

63% less call options, than puts

Call options by funds: $83.3M | Put options by funds: $223M

Holders
462
Holders Change
-13
Holders Change %
-2.74%
% of All Funds
6.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
59
Increased
150
Reduced
179
Closed
68
Calls
$83.3M
Puts
$223M
Net Calls
-$140M
Net Calls Change
+$75.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
501
Sendero Wealth Management
Texas
-$44.6K -10,351 Closed
DWM
502
Drive Wealth Management
Utah
-$45.1K -10,284 Closed
SIC
503
Sage Investment Counsel
Tennessee
-$43.7K -10,132 Closed
SOS
504
Silver Oak Securities
Tennessee
-$43.6K -10,126 Closed
SWP
505
Strategic Wealth Partners
Ohio
-$38.1K -8,850 Closed
IUHSA
506
Itau Unibanco Holding S.A.
Brazil
-$40.8K -6,759 Closed
CFB
507
Cullen/Frost Bankers
Texas
-$26.6K -6,165 Closed
BIG
508
Brooklyn Investment Group
New York
-$17.6K -4,085 Closed
HC
509
Hurley Capital
New York
-$6.9K -1,600 Closed
T
510
Transce3nd
Texas
-$6.7K -1,554 Closed
TCOV
511
Trust Company of Vermont
Vermont
-$6.43K -1,493 Closed
Northwestern Mutual Wealth Management
512
Northwestern Mutual Wealth Management
Wisconsin
-$6.4K -1,485 Closed
PSFG
513
Park Square Financial Group
Georgia
-$6.26K -1,453 Closed
LWCFA
514
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$5.6K -1,300 Closed
HCA
515
Harbor Capital Advisors
Illinois
-$5K -1,147 Closed
TPWA
516
Twin Peaks Wealth Advisors
California
-$4.5K -1,131 Closed
BSB
517
Bangor Savings Bank
Maine
-$4.31K -1,000 Closed
MYIA
518
Mount Yale Investment Advisors
Colorado
-$3.03K -703 Closed
MAM
519
Meeder Asset Management
Ohio
-$2.93K -679 Closed
WA
520
Whipplewood Advisors
Colorado
-$1.8K -417 Closed
PWMG
521
Prestige Wealth Management Group
New Jersey
-$1.5K -342 Closed
SVCP
522
Silicon Valley Capital Partners
California
-$1.46K -339 Closed
CIAM
523
Caitong International Asset Management
Hong Kong
-$1.42K -330 Closed
HNW
524
High Note Wealth
Minnesota
-$1.15K -267 Closed
SO
525
Sierra Ocean
California
-$1.06K -247 Closed

MPT Hedge Fund Activity: Q3 2025 in Review

462 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q3 2025, worth a combined $1.7B — up 14% from $1.5B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of MPT and 59 opened new positions — a net loss of 9 holders — while 179 trimmed existing stakes and 150 added.

The largest buyer was AQR Capital Management, adding an estimated $32.1M. The largest seller was BlackRock, cutting an estimated $38.7M.

  • 462 institutional investors held Medical Properties Trust (MPT) as of Q3 2025, down from 475 in Q2 2025.
  • Funds reported $1.7B of Medical Properties Trust stock for Q3 2025, up 14% quarter-over-quarter.
  • 59 funds opened new Medical Properties Trust positions in Q3 2025 and 68 closed out, a net change of -9 holders.
  • The largest Medical Properties Trust buyer in Q3 2025 was AQR Capital Management, an estimated $32.1M added.
  • The largest Medical Properties Trust seller in Q3 2025 was BlackRock, an estimated $38.7M sold.

Based on aggregated 13F filings for Q3 2025.