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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
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$2.14M -$1M -261,873 -37%
Pathstone Holdings
77
Pathstone Holdings
New Jersey
$2.06M +$501K +130,823 +43%
Wells Fargo
78
Wells Fargo
California
$2.04M -$1.23M -320,876 -42%
LSPW
79
Lake Street Private Wealth
Illinois
$1.99M +$209K +54,650 +15%
Hudson Bay Capital Management
80
Hudson Bay Capital Management
Connecticut
$1.99M +$1.62M +423,728 New
Robeco Institutional Asset Management
81
Robeco Institutional Asset Management
Netherlands
$1.96M -$155K -40,472 -9%
HSBC Holdings
82
HSBC Holdings
United Kingdom
$1.95M -$416K -108,578 -21%
Simplex Trading
83
Simplex Trading
Illinois
$1.93M +$1.57M +411,307 New
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$1.9M +$801K +209,175 +107%
WAM
85
Wolverine Asset Management
Illinois
$1.89M +$150K +39,084 +11%
AAA
86
Adams Asset Advisors
Texas
$1.87M +$24.4K +6,364 +2%
SS
87
Sunbelt Securities
Texas
$1.81M +$421K +109,967 +40%
Amundi
88
Amundi
France
$1.81M -$149K -39,046 -10%
Mitsubishi UFJ Asset Management
89
Mitsubishi UFJ Asset Management
Japan
$1.78M
BNP Paribas Financial Markets
90
BNP Paribas Financial Markets
France
$1.76M -$6.8M -1,775,102 -83%
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$1.76M +$854K +223,115 +151%
Cambridge Investment Research Advisors
92
Cambridge Investment Research Advisors
Iowa
$1.75M +$156K +40,857 +12%
SP
93
Stablepoint Partners
Massachusetts
$1.68M +$77.3K +20,201 +6%
Cetera Investment Advisers
94
Cetera Investment Advisers
Illinois
$1.63M +$970K +253,365 +270%
EI
95
EDMP Inc
Florida
$1.6M
T. Rowe Price Associates
96
T. Rowe Price Associates
Maryland
$1.48M -$211K -55,190 -15%
Zurich Cantonal Bank
97
Zurich Cantonal Bank
Switzerland
$1.43M +$24.1K +6,292 +2%
LSERS
98
Louisiana State Employees Retirement System
Louisiana
$1.39M +$492K +128,500 +76%
AT
99
Arden Trust
Delaware
$1.37M +$361K +94,183 +48%
Janus Henderson Group
100
Janus Henderson Group
United Kingdom
$1.36M +$46 +12 +0%

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.