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.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (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: 551 → 510 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$87M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$27.1M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$21.6M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$17.7M |
| 5 |
SPC
Silver Point Capital
Greenwich,
Connecticut
|
+$15.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$114M |
| 2 |
Millennium Management
New York
|
-$25M |
| 3 |
Morgan Stanley
New York
|
-$20.4M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$20M |
| 5 |
Daiwa Securities Group
Tokyo,
Japan
|
-$17.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FWM
601
Focused Wealth Management
Newburgh,
New York
| – | -$3.21K | -654 | Closed |
|
|
MRCM
602
M&R Capital Management
Summit,
New Jersey
| – | -$2.63K | -535 | Closed |
|
|
W
603
WealthCollab
Bellevue,
Washington
| – | -$2.19K | -446 | Closed |
|
|
PA
604
PSI Advisors
Tampa,
Florida
| – | -$2.1K | -427 | Closed |
|
|
LA
605
LM Advisors
San Diego,
California
| – | -$2.05K | -418 | Closed |
|
|
BBHC
606
Brown Brothers Harriman & Co
New York
| – | -$1.73K | -352 | Closed |
|
|
AAP
607
Arax Advisory Partners
Denver,
Colorado
| – | -$1.25K | -254 | Closed |
|
608
Lazard Asset Management
New York
| – | -$1K | -221 | Closed |
|
|
NC
609
NewSquare Capital
Newtown Square,
Pennsylvania
| – | -$982 | -200 | Closed |
|
|
RFG
610
RFP Financial Group
Atlanta,
Georgia
| – | -$854 | -174 | Closed |
|
|
ME
611
McIlrath & Eck
Arlington,
Washington
| – | -$737 | -150 | Closed |
|
|
FWA
612
FSC Wealth Advisors
Fishkill,
New York
| – | -$491 | -100 | Closed |
|
|
AIM
613
Anchor Investment Management
Columbia,
South Carolina
| – | -$410 | -84 | Closed |
|
|
GI
614
GAMMA Investing
Foster City,
California
| – | -$40 | -13 | 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.