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MPT

Medical Properties Trust

469 hedge funds and large institutions have $1.5B invested in Medical Properties Trust in 2024 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 129 increasing their positions, 200 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

2.87% less ownership

Funds ownership: 63.59%60.71% (-2.9%)

7% less funds holding

Funds holding: 506469 (-37)

33% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 92

33% less capital invested

Capital invested by funds: $2.23B → $1.5B (-$733M)

36% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 200

50% less call options, than puts

Call options by funds: $110M | Put options by funds: $220M

Holders
469
Holders Change
-37
Holders Change %
-7.31%
% of All Funds
6.18%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
62
Increased
129
Reduced
200
Closed
92
Calls
$110M
Puts
$220M
Net Calls
-$110M
Net Calls Change
+$32.9M
Name Holding Trade Value Shares
Change
Change in
Stake
T
526
Tidemark
California
-$70.2K -12,000 Closed
CCFM
527
Clear Creek Financial Management
Washington
-$68.6K -11,718 Closed
SIA
528
Soltis Investment Advisors
Utah
-$68.5K -11,705 Closed
BFG
529
Bleakley Financial Group
New Jersey
-$66.4K -11,345 Closed
OL
530
Optas LLC
Texas
-$65.9K -11,273 Closed
Brown Advisory
531
Brown Advisory
Maryland
-$64.3K -11,000 Closed
FPAS
532
Focus Partners Advisor Solutions
Missouri
-$62.8K -10,743 Closed
VCA
533
Verdence Capital Advisors
Maryland
-$62.7K -10,719 Closed
SC
534
Savant Capital
Illinois
-$62.3K -10,644 Closed
TC
535
TownSquare Capital
Utah
-$62.1K -10,607 Closed
WA
536
Wealthstream Advisors
New York
-$60.2K -10,299 Closed
Twin Tree Management
537
Twin Tree Management
Texas
-$41.3K -7,063 Closed
PS
538
Planned Solutions
California
-$29.3K -5,015 Closed
TC
539
Torno Capital
Massachusetts
-$23.4K -4,000 Closed
WSFS
540
Wilmington Savings Fund Society
Delaware
-$19K -3,248 Closed
Allspring Global Investments
541
Allspring Global Investments
North Carolina
-$18.4K -3,146 Closed
CPA
542
Capital Performance Advisors
California
-$17.7K -3,025 Closed
BWP
543
Baldwin Wealth Partners
Massachusetts
-$17.4K -2,948 Closed
AEPWM
544
Atlantic Edge Private Wealth Management
Florida
-$14K -2,400 Closed
NRG
545
Nemes Rush Group
Michigan
-$6.28K -1,336 Closed
Optiver Holding
546
Optiver Holding
Netherlands
-$5.93K -1,014 Closed
AAP
547
Arax Advisory Partners
Colorado
-$5.53K -945 Closed
VNA
548
Valley National Advisers
Pennsylvania
-$2K -500 Closed
FCM
549
Fourpath Capital Management
Oklahoma
-$2.79K -476 Closed
AWM
550
Ameliora Wealth Management
Switzerland
-$2.34K -400 Closed

MPT Hedge Fund Activity: Q4 2024 in Review

469 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q4 2024, worth a combined $1.5B — down 33% from $2.23B a quarter earlier.

Sellers outnumbered buyers: 92 funds closed out of MPT and 62 opened new positions — a net loss of 30 holders — while 200 trimmed existing stakes and 129 added.

The largest buyer was UBS Group, adding an estimated $36.9M. The largest seller was Vanguard Group, cutting an estimated $35.6M.

  • 469 institutional investors held Medical Properties Trust (MPT) as of Q4 2024, down from 506 in Q3 2024.
  • Funds reported $1.5B of Medical Properties Trust stock for Q4 2024, down 33% quarter-over-quarter.
  • 62 funds opened new Medical Properties Trust positions in Q4 2024 and 92 closed out, a net change of -30 holders.
  • The largest Medical Properties Trust buyer in Q4 2024 was UBS Group, an estimated $36.9M added.
  • The largest Medical Properties Trust seller in Q4 2024 was Vanguard Group, an estimated $35.6M sold.

Based on aggregated 13F filings for Q4 2024.