We are live on ! Find out more
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
CS
576
Capital Square
Tennessee
-$144K -30,325 Closed
BC
577
Bridgefront Capital
Texas
-$140K -25,705 Closed
CMS
578
Capital Market Strategies
Florida
-$125K -25,220 Closed
HIP
579
Harrell Investment Partners
Texas
-$131K -25,000 Closed
IA
580
Inspire Advisors
Idaho
-$130K -23,802 Closed
PA
581
Pinnacle Associates
New York
-$128K -23,430 Closed
WP
582
WealthSource Partners
California
-$111K -20,300 Closed
BC
583
Burney Company
Virginia
-$100K -18,425 Closed
NLP
584
Next Level Private
New York
-$90.8K -17,371 Closed
JWM
585
Jeppson Wealth Management
California
-$93.7K -17,188 Closed
CB
586
Cadence Bank
Mississippi
-$89.9K -16,500 Closed
TI
587
Truepoint Inc
Ohio
-$89.8K -16,476 Closed
AWE
588
Avidian Wealth Enterprises
Texas
-$87.7K -16,100 Closed
SGA
589
Seaport Global Advisors
Massachusetts
-$86.3K -15,835 Closed
FFS
590
Founders Financial Securities
Maryland
-$83.9K -15,398 Closed
CW
591
CreativeOne Wealth
Kansas
-$84K -15,391 Closed
SLG
592
Stanley-Laman Group
Pennsylvania
-$81.8K -15,000 Closed
CG
593
CFO4Life Group
Texas
-$79.1K -14,518 Closed
Mackenzie Financial
594
Mackenzie Financial
Ontario, Canada
-$68K -13,741 Closed
CBFP
595
Cedar Brook Financial Partners
Ohio
-$71.9K -13,188 Closed
AWM
596
Apollon Wealth Management
South Carolina
-$71K -13,035 Closed
BAMF
597
BI Asset Management Fondsmaeglerselskab
Denmark
-$69K -12,737 Closed
PAG
598
Private Advisory Group
Washington
-$68.8K -12,621 Closed
RA
599
RFG Advisory
Alabama
-$68.7K -12,609 Closed
WIC
600
Woodmont Investment Counsel
Tennessee
-$68.1K -12,500 Closed

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.