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MPT

Medical Properties Trust

557 hedge funds and large institutions have $9.55B invested in Medical Properties Trust in 2021 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 240 increasing their positions, 157 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 157

19% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 54

2% more funds holding

Funds holding: 548557 (+9)

1.43% less ownership

Funds ownership: 82.39%80.96% (-1.4%)

6% less capital invested

Capital invested by funds: $10.1B → $9.55B (-$598M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

29% less call options, than puts

Call options by funds: $26.8M | Put options by funds: $37.4M

Holders
557
Holders Change
+9
Holders Change %
+1.64%
% of All Funds
9.69%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
64
Increased
240
Reduced
157
Closed
54
Calls
$26.8M
Puts
$37.4M
Net Calls
-$10.7M
Net Calls Change
-$11.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
526
Peregrine Capital Management
Minnesota
$8K
RFA
527
Reilly Financial Advisors
California
$8K
RIA
528
RPG Investment Advisory
California
$8K
MCM
529
MV Capital Management
Maryland
$8K +$8.56K +400 New
TPCW
530
TD Private Client Wealth
New York
$7.8K +$963 +45 +13%
WT
531
Whittier Trust
California
$7K
COCM
532
Charter Oak Capital Management
New Hampshire
$7K +$6.97K +326 New
WQ
533
Wealth Quarterback
New Jersey
$7K +$6.97K +326 New
HFA
534
Hoover Financial Advisors
Pennsylvania
$6K
FFA
535
Freedman Financial Associates
Massachusetts
$6K +$6.42K +300 New
PWP
536
Personal Wealth Partners
Minnesota
$5K +$5.35K +250 New
FP
537
Financial Perspectives
Minnesota
$4.02K -$86.8K -4,056 -95%
MPWT
538
MassMutual Private Wealth & Trust
Connecticut
$4K -$2.18K -102 -32%
CB
539
Community Bank
New York
$4K
GAM
540
Gemmer Asset Management
California
$4K
HPC
541
HM Payson & Co
Maine
$4K
WAS
542
Winch Advisory Services
Wisconsin
$4K +$64 +3 +2%
WPA
543
West Paces Advisors
Georgia
$3.16K +$3.36K +157 New
TAIM
544
TD Ameritrade Investment Management
Nebraska
$3K -$17K -793 -84%
GRP
545
Global Retirement Partners
California
$3K
MIM
546
Macroview Investment Management
Maryland
$2K -$471 -22 -15%
AA
547
AlphaMark Advisors
Kentucky
$2K
LC
548
Lindbrook Capital
California
$2K
PFBT
549
Parkside Financial Bank & Trust
Missouri
$2K
ZB
550
Zions Bancorporation
Utah
$2K

MPT Hedge Fund Activity: Q2 2021 in Review

557 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q2 2021, worth a combined $9.55B — down 5.9% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new MPT positions and 54 closed out — a net gain of 10 holders — while 240 added to existing stakes and 157 trimmed.

The largest buyer was BlackRock, adding an estimated $117M. The largest seller was Cohen & Steers, cutting an estimated $324M.

  • 557 institutional investors held Medical Properties Trust (MPT) as of Q2 2021, up from 548 in Q1 2021.
  • Funds reported $9.55B of Medical Properties Trust stock for Q2 2021, down 5.9% quarter-over-quarter.
  • 64 funds opened new Medical Properties Trust positions in Q2 2021 and 54 closed out, a net change of +10 holders.
  • The largest Medical Properties Trust buyer in Q2 2021 was BlackRock, an estimated $117M added.
  • The largest Medical Properties Trust seller in Q2 2021 was Cohen & Steers, an estimated $324M sold.

Based on aggregated 13F filings for Q2 2021.