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MPT

Medical Properties Trust

510 hedge funds and large institutions have $2B invested in Medical Properties Trust in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 182 increasing their positions, 189 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 189

2.23% less ownership

Funds ownership: 73.35%71.12% (-2.2%)

7% less capital invested

Capital invested by funds: $2.16B → $2B (-$158M)

7% less funds holding

Funds holding: 551510 (-41)

31% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 105

34% less call options, than puts

Call options by funds: $151M | Put options by funds: $227M

Holders
510
Holders Change
-41
Holders Change %
-7.44%
% of All Funds
7.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
72
Increased
182
Reduced
189
Closed
105
Calls
$151M
Puts
$227M
Net Calls
-$76M
Net Calls Change
-$32.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SOMRS
526
State of Michigan Retirement System
Michigan
-$706K -143,700 Closed
NMIMC
527
Northwestern Mutual Investment Management Company
Wisconsin
-$654K -133,259 Closed
HF
528
HRT Financial
New York
-$633K -129,116 Closed
CT
529
ClearAlpha Technologies
Connecticut
-$610K -124,148 Closed
NMERB
530
New Mexico Educational Retirement Board
New Mexico
-$601K -122,400 Closed
WM
531
WS Management
Florida
-$491K -100,000 Closed
CM
532
Caption Management
Oklahoma
-$475K -96,800 Closed
Pacer Advisors
533
Pacer Advisors
Pennsylvania
-$442K -90,051 Closed
BPCE
534
Bank Pictet & Cie (Europe)
Germany
-$414K -84,235 Closed
CCIA
535
Campbell & Co Investment Adviser
Maryland
-$411K -83,605 Closed
EGM
536
Engineers Gate Manager
New York
-$389K -79,132 Closed
APG
537
Abacus Planning Group
South Carolina
-$377K -76,843 Closed
QCM
538
Quantinno Capital Management
New York
-$336K -68,401 Closed
LCM
539
Landscape Capital Management
New Jersey
-$330K -67,281 Closed
APG Asset Management
540
APG Asset Management
Netherlands
-$267K -60,100 Closed
Toronto Dominion Bank
541
Toronto Dominion Bank
Ontario, Canada
-$280K -56,936 Closed
SAM
542
Securian Asset Management
Minnesota
-$248K -50,551 Closed
QC
543
Quadrature Capital
United Kingdom
-$232K -47,295 Closed
CJFS
544
Coulter & Justus Financial Services
Tennessee
-$232K -47,250 Closed
Federated Hermes
545
Federated Hermes
Pennsylvania
-$213K -43,414 Closed
BSW
546
Buckingham Strategic Wealth
Missouri
-$193K -39,312 Closed
BA
547
Bristlecone Advisors
Washington
-$190K -38,664 Closed
VEA
548
Virtus ETF Advisers
New York
-$187K -38,180 Closed
DCM
549
DGS Capital Management
New Jersey
-$178K -36,310 Closed
SIMG
550
Sonora Investment Management Group
Arizona
-$178K -36,170 Closed

MPT Hedge Fund Activity: Q1 2024 in Review

510 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q1 2024, worth a combined $2B — down 7.3% from $2.16B a quarter earlier.

Sellers outnumbered buyers: 105 funds closed out of MPT and 72 opened new positions — a net loss of 33 holders — while 189 trimmed existing stakes and 182 added.

The largest buyer was BlackRock, adding an estimated $87M. The largest seller was Cohen & Steers, exiting entirely with an estimated $114M sold.

  • 510 institutional investors held Medical Properties Trust (MPT) as of Q1 2024, down from 551 in Q4 2023.
  • Funds reported $2B of Medical Properties Trust stock for Q1 2024, down 7.3% quarter-over-quarter.
  • 72 funds opened new Medical Properties Trust positions in Q1 2024 and 105 closed out, a net change of -33 holders.
  • The largest Medical Properties Trust buyer in Q1 2024 was BlackRock, an estimated $87M added.
  • The largest Medical Properties Trust seller in Q1 2024 was Cohen & Steers, an estimated $114M sold.

Based on aggregated 13F filings for Q1 2024.