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MPT

Medical Properties Trust

551 hedge funds and large institutions have $2.16B invested in Medical Properties Trust in 2023 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 175 increasing their positions, 206 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 87

2% more funds holding

Funds holding: 541551 (+10)

2.74% less ownership

Funds ownership: 76.09%73.35% (-2.7%)

13% less capital invested

Capital invested by funds: $2.49B → $2.16B (-$326M)

15% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 206

32% less call options, than puts

Call options by funds: $93.1M | Put options by funds: $137M

Holders
551
Holders Change
+10
Holders Change %
+1.85%
% of All Funds
8.03%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
104
Increased
175
Reduced
206
Closed
87
Calls
$93.1M
Puts
$137M
Net Calls
-$43.5M
Net Calls Change
+$91.9M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
526
PFS Partners
New Jersey
$1.1K +$29 +6 +3%
NS
527
NBC Securities
Alabama
$1K -$8.98K -1,835 -82%
Lazard Asset Management
528
Lazard Asset Management
New York
$1K
AWM
529
AllSquare Wealth Management
New York
$982
FP
530
Financial Perspectives
Minnesota
$982
HPC
531
HM Payson & Co
Maine
$982
IRC
532
Investors Research Corp
Georgia
$982
NC
533
NewSquare Capital
Pennsylvania
$982 +$436 +89 +80%
RFG
534
RFP Financial Group
Georgia
$854
DAM
535
Delta Asset Management
Tennessee
$815
ME
536
McIlrath & Eck
Washington
$737
SA
537
Scarborough Advisors
Maryland
$609 +$607 +124 New
CJ
538
Caitlin John
Michigan
$607 +$593 +121 New
FWA
539
FSC Wealth Advisors
New York
$491 +$490 +100 New
SRCM
540
Signature Resources Capital Management
California
$473 +$470 +96 New
AIM
541
Anchor Investment Management
South Carolina
$410 +$411 +84 New
PWMG
542
Prestige Wealth Management Group
New Jersey
$319 +$308 +63 New
NECFA
543
New England Capital Financial Advisors
Connecticut
$237 +$5 +1 +2%
BGAI
544
Bruce G. Allen Investments
Colorado
$177 +$176 +36 New
LS
545
Livforsakringsbolaget Skandia
Sweden
$140 -$5.39K -1,100 Closed
Kayne Anderson Rudnick Investment Management
546
Kayne Anderson Rudnick Investment Management
California
$114
GI
547
GAMMA Investing
California
$40 +$64 +13 New
HCM
548
Hollencrest Capital Management
California
$11
KFI
549
Key Financial Inc
Pennsylvania
$5 -$612 -125 -99%
HCP
550
Hexagon Capital Partners
Arkansas
$3

MPT Hedge Fund Activity: Q4 2023 in Review

551 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q4 2023, worth a combined $2.16B — down 13% from $2.49B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new MPT positions and 87 closed out — a net gain of 17 holders — while 175 added to existing stakes and 206 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $53.4M. The largest seller was Cohen & Steers, cutting an estimated $93.6M.

  • 551 institutional investors held Medical Properties Trust (MPT) as of Q4 2023, up from 541 in Q3 2023.
  • Funds reported $2.16B of Medical Properties Trust stock for Q4 2023, down 13% quarter-over-quarter.
  • 104 funds opened new Medical Properties Trust positions in Q4 2023 and 87 closed out, a net change of +17 holders.
  • The largest Medical Properties Trust buyer in Q4 2023 was Morgan Stanley, an estimated $53.4M added.
  • The largest Medical Properties Trust seller in Q4 2023 was Cohen & Steers, an estimated $93.6M sold.

Based on aggregated 13F filings for Q4 2023.