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.
20% more first-time investments, than exits
New positions opened: 104 | Existing positions closed: 87
2% more funds holding
Funds holding: 541 → 551 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$53.4M |
| 2 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$17.5M |
| 3 |
BlackRock
New York
|
+$14.6M |
| 4 |
Millennium Management
New York
|
+$11.5M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
+$8.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$93.6M |
| 2 |
CCMLC
Cardinal Capital Management LLC (Connecticut)
Greenwich,
Connecticut
|
-$31.9M |
| 3 |
Daiwa Securities Group
Tokyo,
Japan
|
-$21.1M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
-$11.9M |
| 5 |
ACM
Advisors Capital Management
Ridgewood,
New Jersey
|
-$9.83M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAL
626
Capital Advisors Ltd
Shaker Heights,
Ohio
| – | -$3K | -529 | Closed |
|
|
FHA
627
First Horizon Advisors
Memphis,
Tennessee
| – | -$2.73K | -500 | Closed |
|
|
GBT
628
Grove Bank & Trust
Miami,
Florida
| – | -$2.45K | -449 | Closed |
|
|
SN
629
Sittner & Nelson
Eugene,
Oregon
| – | -$2.04K | -375 | Closed |
|
630
EARNEST Partners
Atlanta,
Georgia
| – | -$1.8K | -330 | Closed |
|
|
SCA
631
Stonebridge Capital Advisors
St Paul,
Minnesota
| – | -$1.48K | -272 | Closed |
|
|
UB
632
UMB Bank
Kansas City,
Missouri
| – | -$1.04K | -191 | Closed |
|
|
CWP
633
Concord Wealth Partners
Abingdon,
Virginia
| – | -$943 | -173 | Closed |
|
|
OP
634
ORG Partners
Roanoke,
Indiana
| – | -$370 | -68 | Closed |
|
|
HT
635
Headlands Technologies
Chicago,
Illinois
| – | -$273 | -50 | Closed |
|
|
WWP
636
WR Wealth Planners
Columbia,
Missouri
| – | -$87 | -16 | Closed |
|
|
VWM
637
Valley Wealth Managers
Paramus,
New Jersey
| – | -$5 | -1 | 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.