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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
DA
551
Duality Advisers
Florida
-$171K -34,783 Closed
CCM
552
CAAS Capital Management
New York
-$145K -29,500 Closed
BCM
553
Bayesian Capital Management
New York
-$108K -22,000 Closed
JGC
554
J. Goldman & Co
New York
-$104K -21,184 Closed
OAM
555
Oppenheimer Asset Management
New York
-$104K -21,173 Closed
Bank Julius Baer & Co
556
Bank Julius Baer & Co
Switzerland
-$102K -20,688 Closed
YDMI
557
Y.D. More Investments
Israel
-$98.2K -20,000 Closed
GS
558
GTS Securities
New York
-$67.6K -17,647 Closed
WC
559
Waterloo Capital
Texas
-$86.2K -17,565 Closed
VCA
560
Verdence Capital Advisors
Maryland
-$80.8K -16,447 Closed
GIA
561
Gateway Investment Advisers
Ohio
-$80.7K -16,438 Closed
RL
562
RPO LLC
Connecticut
-$80.4K -16,374 Closed
LOPW
563
Live Oak Private Wealth
North Carolina
-$77.9K -15,863 Closed
GLA
564
Great Lakes Advisors
Illinois
-$71.2K -14,492 Closed
EW
565
Enzi Wealth
Texas
-$49.8K -14,193 Closed
GVAG
566
Great Valley Advisor Group
Delaware
-$67.8K -13,803 Closed
Los Angeles Capital Management
567
Los Angeles Capital Management
California
-$65.3K -13,290 Closed
IP
568
Ignite Planners
California
-$66.3K -13,110 Closed
PFA
569
Pathway Financial Advisers
Indiana
-$62.4K -12,701 Closed
FRM
570
Fox Run Management
Connecticut
-$57.3K -11,678 Closed
GWM
571
Greenwich Wealth Management
Connecticut
-$56K -11,409 Closed
NP
572
NorthRock Partners
Minnesota
-$57.2K -11,349 Closed
AWA
573
Arete Wealth Advisors
Illinois
-$55K -11,209 Closed
LMKC
574
L.M. Kohn & Company
Ohio
-$51.9K -10,572 Closed
SAM
575
Silvercrest Asset Management
New York
-$51.6K -10,500 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.