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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
PDN
101
Pensionfund DSM Netherlands
Netherlands
$1.35M
AB
102
Amalgamated Bank
New York
$1.32M -$367K -95,849 -25%
Osaic Holdings
103
Osaic Holdings
Arizona
$1.31M -$145K -37,746 -12%
M&T Bank
104
M&T Bank
New York
$1.29M +$551K +144,000 +111%
CIBC World Market
105
CIBC World Market
Ontario, Canada
$1.26M +$571K +149,082 +124%
Treasurer of the State of North Carolina
106
Treasurer of the State of North Carolina
North Carolina
$1.25M +$6.93K +1,810 +0.7%
RJA
107
Raymond James & Associates
Florida
$1.23M -$311K -81,192 -24%
MSRPS
108
Maryland State Retirement & Pension System
Maryland
$1.23M +$826K +215,843 +476%
HighTower Advisors
109
HighTower Advisors
Illinois
$1.19M +$422K +110,267 +76%
GC
110
Guggenheim Capital
Illinois
$1.15M -$692K -180,723 -42%
RAM
111
Resona Asset Management
Japan
$1.1M +$898K +234,606 New
COPPSERS
112
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.1M -$21.3K -5,551 -2%
VanEck Associates
113
VanEck Associates
New York
$1.1M +$92.2K +24,085 +12%
Creative Planning
114
Creative Planning
Kansas
$1.08M -$8.67K -2,264 -1%
YCM
115
Yousif Capital Management
Michigan
$1.04M -$116K -30,204 -12%
CC
116
Centiva Capital
New York
$1.02M +$832K +217,219 New
Mariner
117
Mariner
Kansas
$1.01M +$177K +46,175 +27%
AAS
118
Ameritas Advisory Services
Nebraska
$1M +$552K +144,214 +208%
CM
119
CastleKnight Management
New York
$997K +$119K +31,000 +17%
TRCT
120
Tower Research Capital (TRC)
New York
$993K +$558K +145,764 +222%
Ensign Peak Advisors
121
Ensign Peak Advisors
Utah
$990K -$40.7K -10,626 -5%
TRSOTSOK
122
Teachers Retirement System of the State of Kentucky
Kentucky
$963K
Stifel Financial
123
Stifel Financial
Missouri
$960K -$1.18M -307,313 -60%
Daiwa Securities Group
124
Daiwa Securities Group
Japan
$952K -$17.4M -4,545,176 -96%
Victory Capital Management
125
Victory Capital Management
Texas
$943K -$2.7M -704,681 -78%

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.