We are live on ! Find out more
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
WA
576
WealthTrust Axiom
Pennsylvania
-$51.6K -10,500 Closed
BFA
577
Beacon Financial Advisory
Ohio
-$51.3K -10,455 Closed
HFM
578
Harvest Fund Management
China
-$51K -10,451 Closed
FCA
579
Fortis Capital Advisors
Kansas
-$51K -10,385 Closed
MWM
580
Meridian Wealth Management
Kentucky
-$50.7K -10,321 Closed
QC
581
QCM Cayman
Texas
-$50.6K -10,307 Closed
EC
582
EntryPoint Capital
New York
-$47.6K -9,694 Closed
CTC
583
Cetera Trust Company
Minnesota
-$42.7K -8,700 Closed
Twin Tree Management
584
Twin Tree Management
Texas
-$19.8K -4,031 Closed
TWM
585
Tradition Wealth Management
Minnesota
-$20K -4,029 Closed
PS
586
Planned Solutions
California
-$17.3K -3,515 Closed
JWM
587
Janiczek Wealth Management
Colorado
-$15.6K -3,172 Closed
A
588
AlphaQuest
New York
-$12.8K -2,612 Closed
BLC
589
Brown, Lisle/Cummings
Rhode Island
-$12.3K -2,500 Closed
HFS
590
Hantz Financial Services
Michigan
-$10K -2,001 Closed
ODG
591
O'Dell Group
Ohio
-$9.82K -2,000 Closed
AP
592
Arlington Partners
Alabama
-$7.37K -1,500 Closed
GWS
593
Glassman Wealth Services
Virginia
-$6.25K -1,274 Closed
N
594
Natixis
France
-$5.43K -1,106 Closed
SNB
595
Security National Bank
Nebraska
-$5.4K -1,100 Closed
RCM
596
Raleigh Capital Management
North Carolina
-$5.25K -1,070 Closed
BWL
597
Bogart Wealth LLC
Virginia
-$4.91K -1,000 Closed
JFGIW
598
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$4.66K -920 Closed
CI Investments Inc
599
CI Investments Inc
Ontario, Canada
-$4K -910 Closed
MCA
600
Maryland Capital Advisors
Maryland
-$3.44K -700 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.