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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
COPPSERS
126
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.18M +$582K +118,867 +98%
DekaBank Deutsche Girozentrale
127
DekaBank Deutsche Girozentrale
Germany
$1.17M -$341K -69,725 -23%
Fidelity Investments
128
Fidelity Investments
Massachusetts
$1.14M +$747K +152,621 +192%
Creative Planning
129
Creative Planning
Kansas
$1.13M +$378K +77,267 +50%
Nisa Investment Advisors
130
Nisa Investment Advisors
Missouri
$1.12M -$206K -42,098 -16%
Commonwealth Equity Services
131
Commonwealth Equity Services
Massachusetts
$1.09M -$258K -52,739 -19%
Ensign Peak Advisors
132
Ensign Peak Advisors
Utah
$1.09M +$197K +40,200 +22%
VanEck Associates
133
VanEck Associates
New York
$1.03M +$131K +26,719 +15%
ERSOT
134
Employees Retirement System of Texas
Texas
$1.02M +$196K +40,000 +24%
TRSOTSOK
135
Teachers Retirement System of the State of Kentucky
Kentucky
$1M
CWM
136
CIBC World Markets
New York
$988K +$986K +201,319 New
NRD
137
Nebula Research & Development
New York
$983K +$744K +151,942 +315%
AT
138
Arden Trust
Delaware
$973K +$118K +24,026 +14%
QT
139
Quantbot Technologies
New York
$963K +$62.2K +12,694 +7%
PNC Financial Services Group
140
PNC Financial Services Group
Pennsylvania
$962K -$4.96K -1,013 -0.5%
Envestnet Asset Management
141
Envestnet Asset Management
Illinois
$929K -$928K -189,603 -50%
CM
142
CastleKnight Management
New York
$890K
AA
143
ALPS Advisors
Colorado
$866K +$44.6K +9,106 +5%
WCM
144
Wedge Capital Management
North Carolina
$861K -$117K -23,943 -12%
GF
145
Gabelli Funds
New York
$838K +$208K +42,500 +33%
IAIM
146
International Assets Investment Management
Florida
$836K +$136K +27,710 +19%
Mariner
147
Mariner
Kansas
$832K +$135K +27,671 +20%
IMPI
148
Ilmarinen Mutual Pension Insurance
Finland
$829K
OPERF
149
Oregon Public Employees Retirement Fund
Oregon
$829K +$4.41K +900 +0.5%
UM
150
UniSuper Management
Australia
$827K

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.