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MPT

Medical Properties Trust

605 hedge funds and large institutions have $10.2B invested in Medical Properties Trust in 2022 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 284 increasing their positions, 153 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 153

11% more call options, than puts

Call options by funds: $54.2M | Put options by funds: $49M

1.39% less ownership

Funds ownership: 81.82%80.43% (-1.4%)

5% less funds holding

Funds holding: 634605 (-29)

11% less capital invested

Capital invested by funds: $11.5B → $10.2B (-$1.31B)

26% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 87

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
605
Holders Change
-29
Holders Change %
-4.57%
% of All Funds
9.54%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
64
Increased
284
Reduced
153
Closed
87
Calls
$54.2M
Puts
$49M
Net Calls
+$5.2M
Net Calls Change
+$10.6M
Name Holding Trade Value Shares
Change
Change in
Stake
DC
551
DeDora Capital
California
$15K +$15.1K +700 New
TWA
552
TCI Wealth Advisors
Arizona
$14K -$6.05K -281 -29%
PA
553
PSI Advisors
Florida
$14K +$7.76K +360 +112%
RCM
554
Raleigh Capital Management
North Carolina
$14K +$14K +650 New
LAS
555
Lloyd Advisory Services
Georgia
$13K
FA
556
Financial Avengers
California
$13K +$151 +7 +1%
AA
557
Ancora Advisors
Ohio
$13K +$12.9K +600 New
ARMC
558
American Research & Management Company
Massachusetts
$11K
OCM
559
Orion Capital Management
California
$11K
TFS
560
TrustCore Financial Services
Tennessee
$11K
VNA
561
Valley National Advisers
Pennsylvania
$11K
NIC
562
Northwest Investment Counselors
Oregon
$11K +$10.9K +508 New
AssetMark Inc
563
AssetMark Inc
California
$10K -$948 -44 -9%
FCMA
564
Foresight Capital Management Advisors
Michigan
$10K
HWM
565
Holloway Wealth Management
Florida
$10K
BHWM
566
Beaird Harris Wealth Management
Texas
$10K +$129 +6 +1%
ST
567
Smithfield Trust
Pennsylvania
$9K
PCM
568
Peregrine Capital Management
Minnesota
$8K
TAIM
569
TD Ameritrade Investment Management
Nebraska
$7K -$4.07K -189 -35%
CFO
570
CVA Family Office
Colorado
$7K
FPS
571
Fieldpoint Private Securities
Connecticut
$7K
CNBTD
572
Citizens National Bank Trust Department
Mississippi
$7K +$8.62K +400 New
STCOSD
573
Sageworth Trust Company of South Dakota
South Dakota
$6K -$26.5K -1,232 -82%
GIA
574
GHP Investment Advisors
Colorado
$6K +$5.8K +269 New
FP
575
Financial Perspectives
Minnesota
$4.23K

MPT Hedge Fund Activity: Q1 2022 in Review

605 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q1 2022, worth a combined $10.2B — down 11% from $11.5B a quarter earlier.

Sellers outnumbered buyers: 87 funds closed out of MPT and 64 opened new positions — a net loss of 23 holders — while 153 trimmed existing stakes and 284 added.

The largest buyer was State Street, adding an estimated $81.9M. The largest seller was Deutsche Bank, cutting an estimated $139M.

  • 605 institutional investors held Medical Properties Trust (MPT) as of Q1 2022, down from 634 in Q4 2021.
  • Funds reported $10.2B of Medical Properties Trust stock for Q1 2022, down 11% quarter-over-quarter.
  • 64 funds opened new Medical Properties Trust positions in Q1 2022 and 87 closed out, a net change of -23 holders.
  • The largest Medical Properties Trust buyer in Q1 2022 was State Street, an estimated $81.9M added.
  • The largest Medical Properties Trust seller in Q1 2022 was Deutsche Bank, an estimated $139M sold.

Based on aggregated 13F filings for Q1 2022.