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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
Belvedere Trading
601
Belvedere Trading
Illinois
-$66K -12,118 Closed
RFN
602
RDA Financial Network
Iowa
-$61K -11,199 Closed
DC
603
Davenport & Co
Virginia
-$61K -11,196 Closed
GHAM
604
Gilman Hill Asset Management
Connecticut
-$59.6K -10,941 Closed
SM
605
Sciencast Management
New Jersey
-$59.3K -10,878 Closed
Fisher Asset Management
606
Fisher Asset Management
Washington
-$58.8K -10,780 Closed
JWCA
607
J.W. Cole Advisors
Florida
-$58.7K -10,777 Closed
GC
608
Gratus Capital
Georgia
-$57.2K -10,500 Closed
IAN
609
Integrated Advisors Network
Texas
-$56.1K -10,287 Closed
BAM
610
BOS Asset Management
Illinois
-$56.1K -10,285 Closed
CCA
611
Checchi Capital Advisers
California
-$56K -10,269 Closed
RF
612
Rollins Financial
Georgia
-$54.5K -10,000 Closed
RTC
613
Riverview Trust Company
Washington
-$49.7K -9,128 Closed
SOAMC
614
Spirit of America Management Corp
New York
-$27.3K -5,000 Closed
BF
615
BOK Financial
Oklahoma
-$22.6K -4,727 Closed
OA
616
Operose Advisors
Wisconsin
-$13.6K -2,500 Closed
CFB
617
Cullen/Frost Bankers
Texas
-$13.4K -2,450 Closed
UCB
618
United Community Bank
South Carolina
-$12K -2,206 Closed
JWA
619
JFS Wealth Advisors
Pennsylvania
-$11.4K -2,100 Closed
BAAM
620
Baker Avenue Asset Management
California
-$10.9K -2,004 Closed
FMTCOCP
621
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
-$8K -1,500 Closed
HL
622
HeadInvest LLC
Maine
-$5.44K -1,040 Closed
CSPIA
623
Cary Street Partners Investment Advisory
Virginia
-$5.45K -1,000 Closed
CWM
624
Cedar Wealth Management
California
-$5.45K -1,000 Closed
Legacy Financial Group (Iowa)
625
Legacy Financial Group (Iowa)
Iowa
-$5.45K -1,000 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.