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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
AAM
51
Advisors Asset Management
Colorado
$4.01M +$2.11M +550,325 +181%
Capital Fund Management (CFM)
52
Capital Fund Management (CFM)
France
$4.01M -$580K -151,364 -15%
CIMLRA
53
CBRE Investment Management Listed Real Assets
Pennsylvania
$4M
CS
54
Credit Suisse
Switzerland
$3.76M +$2.77K +724 +0.1%
Mitsubishi UFJ Trust & Banking
55
Mitsubishi UFJ Trust & Banking
Japan
$3.72M +$631K +164,904 +25%
Citigroup
56
Citigroup
New York
$3.64M -$4.15M -1,083,800 -58%
Squarepoint
57
Squarepoint
New York
$3.62M +$495K +129,248 +20%
Nomura Asset Management
58
Nomura Asset Management
Japan
$3.38M +$154K +40,330 +6%
D.E. Shaw & Co
59
D.E. Shaw & Co
New York
$3.19M +$2.6M +678,236 New
Prudential Financial
60
Prudential Financial
New Jersey
$3.11M +$1.05M +274,152 +71%
Thrivent Financial for Lutherans
61
Thrivent Financial for Lutherans
Minnesota
$3.05M +$1.31M +341,074 +111%
SOADOR
62
State of Alaska Department of Revenue
Alaska
$3.04M +$1.16M +302,000 +87%
Barclays
63
Barclays
United Kingdom
$3.04M -$5.13M -1,339,217 -67%
New York State Teachers Retirement System (NYSTRS)
64
New York State Teachers Retirement System (NYSTRS)
New York
$3M +$173K +45,112 +8%
Goldman Sachs
65
Goldman Sachs
New York
$2.98M -$645K -168,554 -21%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$2.85M -$117K -30,468 -5%
MGP
67
M&G plc
United Kingdom
$2.51M +$1.93M +502,862 New
AllianceBernstein
68
AllianceBernstein
Tennessee
$2.46M -$2.08M -544,101 -51%
TPSF
69
Texas Permanent School Fund
Texas
$2.46M +$26K +6,788 +1%
APF
70
Alaska Permanent Fund
Alaska
$2.45M +$878K +229,268 +79%
Aberdeen Group
71
Aberdeen Group
United Kingdom
$2.44M -$34.2K -8,920 -2%
Fidelity Investments
72
Fidelity Investments
Massachusetts
$2.39M +$1.06M +275,629 +119%
New York State Common Retirement Fund
73
New York State Common Retirement Fund
New York
$2.26M -$395K -103,106 -18%
SAM
74
Storebrand Asset Management
Norway
$2.18M -$41.8K -10,921 -2%
RJFSA
75
Raymond James Financial Services Advisors
Florida
$2.15M -$10.9K -2,835 -0.6%

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.