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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
MVP
51
Miller Value Partners
Florida
$4.87M +$1.79M +365,000 +58%
State of New Jersey Common Pension Fund D
52
State of New Jersey Common Pension Fund D
New Jersey
$4.8M +$944K +192,859 +25%
Asset Management One
53
Asset Management One
Japan
$4.68M -$99.4K -20,309 -2%
Mirae Asset Global Investments
54
Mirae Asset Global Investments
South Korea
$4.58M -$315K -64,233 -6%
Victory Capital Management
55
Victory Capital Management
Texas
$4.45M +$3.43M +700,571 +342%
First Trust Advisors
56
First Trust Advisors
Illinois
$4.38M +$1.48M +303,056 +51%
Manulife (Manufacturers Life Insurance)
57
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.37M +$39.5K +8,060 +0.9%
Bank of America
58
Bank of America
North Carolina
$4.27M -$9.22M -1,883,232 -68%
SEI Investments
59
SEI Investments
Pennsylvania
$4.25M -$4.99M -1,018,984 -54%
CIMLRA
60
CBRE Investment Management Listed Real Assets
Pennsylvania
$4.17M
AIG
61
American International Group
New York
$3.97M -$166K -33,976 -4%
Goldman Sachs
62
Goldman Sachs
New York
$3.94M +$1.25M +255,471 +47%
CS
63
Credit Suisse
Switzerland
$3.93M -$110K -22,419 -3%
Wells Fargo
64
Wells Fargo
California
$3.71M -$1.62M -331,665 -31%
PS
65
Presima Securities
Quebec, Canada
$3.7M -$92.2K -18,832 -2%
Retirement Systems of Alabama
66
Retirement Systems of Alabama
Alabama
$3.68M +$14.9K +3,043 +0.4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
67
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.57M +$3.56M +726,100 New
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$3.52M -$2.45M -499,411 -41%
Nomura Asset Management
69
Nomura Asset Management
Japan
$3.34M +$50.9K +10,400 +2%
JF
70
Jump Financial
Illinois
$3.29M +$2.78M +568,283 +555%
Mitsubishi UFJ Trust & Banking
71
Mitsubishi UFJ Trust & Banking
Japan
$3.23M +$3M +612,626 +1,336%
State of Tennessee, Department of Treasury
72
State of Tennessee, Department of Treasury
Tennessee
$3.18M -$1.1M -224,600 -26%
Squarepoint
73
Squarepoint
New York
$3.14M +$209K +42,608 +7%
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$3.12M -$139K -28,424 -4%
New York State Teachers Retirement System (NYSTRS)
75
New York State Teachers Retirement System (NYSTRS)
New York
$2.91M -$2.24K -458 -0.1%

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.