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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
VI
101
Vestcor Inc
New Brunswick, Canada
$1.71M -$216K -44,116 -11%
SOADOR
102
State of Alaska Department of Revenue
Alaska
$1.7M -$48.9K -9,993 -3%
RJA
103
Raymond James & Associates
Florida
$1.69M -$509K -103,994 -23%
EI
104
EDMP Inc
Florida
$1.67M +$5.29K +1,081 +0.3%
MIM
105
MetLife Investment Management
New Jersey
$1.66M -$25.4K -5,190 -2%
SP
106
Stablepoint Partners
Massachusetts
$1.66M +$1.65M +337,165 New
CF
107
Concorde Financial
Texas
$1.63M +$1.58M +322,869 New
Cambridge Investment Research Advisors
108
Cambridge Investment Research Advisors
Iowa
$1.63M -$394K -80,459 -20%
CANY
109
Caxton Associates (New York)
New York
$1.61M -$758K -154,699 -32%
Osaic Holdings
110
Osaic Holdings
Arizona
$1.55M -$422K -86,153 -21%
Thrivent Financial for Lutherans
111
Thrivent Financial for Lutherans
Minnesota
$1.52M +$778K +158,785 +106%
Pathstone Holdings
112
Pathstone Holdings
New Jersey
$1.51M +$1.51M +307,561 New
AAM
113
Advisors Asset Management
Colorado
$1.49M +$1.46M +298,628 +5,756%
Amundi
114
Amundi
France
$1.47M -$321K -65,630 -14%
Zurich Cantonal Bank
115
Zurich Cantonal Bank
Switzerland
$1.46M +$81.4K +16,632 +6%
FG
116
Formula Growth
Quebec, Canada
$1.44M +$1.44M +293,800 New
APF
117
Alaska Permanent Fund
Alaska
$1.43M +$184K +37,585 +15%
Janus Henderson Group
118
Janus Henderson Group
United Kingdom
$1.42M -$2.19K -448 -0.2%
PDN
119
Pensionfund DSM Netherlands
Netherlands
$1.41M
Macquarie Group
120
Macquarie Group
Australia
$1.4M -$3.42M -699,388 -71%
SS
121
Sunbelt Securities
Texas
$1.35M +$167K +34,081 +14%
BNP Paribas Asset Management
122
BNP Paribas Asset Management
France
$1.33M -$328K -66,961 -20%
Treasurer of the State of North Carolina
123
Treasurer of the State of North Carolina
North Carolina
$1.29M +$12.6K +2,570 +1%
YCM
124
Yousif Capital Management
Michigan
$1.24M -$90.7K -18,519 -7%
USCWA
125
U.S. Capital Wealth Advisors
Texas
$1.2M -$945K -193,010 -44%

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.