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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
Nisa Investment Advisors
126
Nisa Investment Advisors
Missouri
$920K -$123K -32,200 -14%
GF
127
Gabelli Funds
New York
$893K +$74.2K +19,367 +11%
CWM
128
CIBC World Markets
New York
$885K -$49.9K -13,032 -6%
Commonwealth Equity Services
129
Commonwealth Equity Services
Massachusetts
$880K -$136K -35,616 -16%
Russell Investments Group
130
Russell Investments Group
United Kingdom
$868K -$4.06M -1,061,070 -85%
VPIM
131
Vanguard Personalized Indexing Management
California
$852K +$173K +45,153 +33%
IFG
132
Independent Financial Group
California
$851K +$126K +32,924 +22%
AA
133
ALPS Advisors
Colorado
$843K +$11.7K +3,047 +2%
IAIM
134
International Assets Investment Management
Florida
$837K +$58.6K +15,317 +9%
AWS
135
Atria Wealth Solutions
New York
$829K +$46.6K +12,181 +7%
SIC
136
Samalin Investment Counsel
New York
$810K +$208K +54,274 +46%
IMPI
137
Ilmarinen Mutual Pension Insurance
Finland
$794K
UM
138
UniSuper Management
Australia
$792K
Wolverine Trading
139
Wolverine Trading
Illinois
$788K +$555K +144,938 +639%
ASRS
140
Arizona State Retirement System
Arizona
$774K -$10.2K -2,659 -2%
Corient Private Wealth
141
Corient Private Wealth
Florida
$773K +$209K +54,601 +50%
FLI
142
Family Legacy Inc
South Carolina
$771K -$2.45K -641 -0.4%
State of Tennessee, Department of Treasury
143
State of Tennessee, Department of Treasury
Tennessee
$768K -$1.85M -484,409 -75%
Pictet Asset Management
144
Pictet Asset Management
Switzerland
$762K +$22.5K +5,880 +4%
Verition Fund Management
145
Verition Fund Management
Connecticut
$762K +$516K +134,800 +495%
OPERF
146
Oregon Public Employees Retirement Fund
Oregon
$754K -$31.9K -8,343 -5%
Cerity Partners
147
Cerity Partners
New York
$711K +$491K +128,262 +558%
GFA
148
Gallagher Fiduciary Advisors
Illinois
$710K +$50.9K +13,303 +10%
TYCC
149
Texas Yale Capital Corp
Florida
$705K +$574K +149,950 New
CCM
150
Cutler Capital Management
Massachusetts
$698K +$25.5K +6,656 +5%

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.