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MPT

Medical Properties Trust

469 hedge funds and large institutions have $1.5B invested in Medical Properties Trust in 2024 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 129 increasing their positions, 200 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

2.87% less ownership

Funds ownership: 63.59%60.71% (-2.9%)

7% less funds holding

Funds holding: 506469 (-37)

33% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 92

33% less capital invested

Capital invested by funds: $2.23B → $1.5B (-$733M)

36% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 200

50% less call options, than puts

Call options by funds: $110M | Put options by funds: $220M

Holders
469
Holders Change
-37
Holders Change %
-7.31%
% of All Funds
6.18%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
62
Increased
129
Reduced
200
Closed
92
Calls
$110M
Puts
$220M
Net Calls
-$110M
Net Calls Change
+$32.9M
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
126
HighTower Advisors
Illinois
$592K -$218K -48,574 -24%
KIM
127
Kestra Investment Management
Texas
$592K -$5.4K -1,206 -0.8%
Nisa Investment Advisors
128
Nisa Investment Advisors
Missouri
$591K -$92.8K -20,729 -12%
IAIM
129
International Assets Investment Management
Florida
$583K -$3.32M -741,058 -84%
Stifel Financial
130
Stifel Financial
Missouri
$578K -$128K -28,598 -16%
OPERF
131
Oregon Public Employees Retirement Fund
Oregon
$558K -$161 -36 -0%
VPIM
132
Vanguard Personalized Indexing Management
California
$554K -$123K -27,398 -16%
II
133
IFM Investors
Australia
$545K
Truist Financial
134
Truist Financial
North Carolina
$543K +$976 +218 +0.2%
DekaBank Deutsche Girozentrale
135
DekaBank Deutsche Girozentrale
Germany
$530K
CA
136
Commerzbank Aktiengesellschaft
Germany
$511K +$202K +45,163 +49%
First Trust Advisors
137
First Trust Advisors
Illinois
$506K +$111K +24,839 +24%
KK
138
KLP Kapitalforvaltning
Norway
$487K +$542K +121,100 New
Cerity Partners
139
Cerity Partners
New York
$484K -$104K -23,301 -21%
II
140
Inspire Investing
Idaho
$453K +$199K +44,350 +63%
CAPTRUST Financial Advisors
141
CAPTRUST Financial Advisors
North Carolina
$452K +$113K +25,218 +28%
PS
142
Pensionfund Sabic
Netherlands
$448K
SMDAM
143
Sumitomo Mitsui DS Asset Management
Japan
$442K
AWS
144
Atria Wealth Solutions
New York
$440K +$13.2K +2,948 +3%
SIC
145
Samalin Investment Counsel
New York
$428K -$184K -41,102 -28%
Corient Private Wealth
146
Corient Private Wealth
Florida
$427K -$161K -36,025 -25%
Victory Capital Management
147
Victory Capital Management
Texas
$410K -$461K -102,920 -50%
Wolverine Trading
148
Wolverine Trading
Illinois
$410K -$451K -100,593 -48%
ASN
149
Advisory Services Network
Georgia
$409K -$200K -44,751 -30%
Manulife (Manufacturers Life Insurance)
150
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$408K -$80.5K -17,962 -15%

MPT Hedge Fund Activity: Q4 2024 in Review

469 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q4 2024, worth a combined $1.5B — down 33% from $2.23B a quarter earlier.

Sellers outnumbered buyers: 92 funds closed out of MPT and 62 opened new positions — a net loss of 30 holders — while 200 trimmed existing stakes and 129 added.

The largest buyer was UBS Group, adding an estimated $36.9M. The largest seller was Vanguard Group, cutting an estimated $35.6M.

  • 469 institutional investors held Medical Properties Trust (MPT) as of Q4 2024, down from 506 in Q3 2024.
  • Funds reported $1.5B of Medical Properties Trust stock for Q4 2024, down 33% quarter-over-quarter.
  • 62 funds opened new Medical Properties Trust positions in Q4 2024 and 92 closed out, a net change of -30 holders.
  • The largest Medical Properties Trust buyer in Q4 2024 was UBS Group, an estimated $36.9M added.
  • The largest Medical Properties Trust seller in Q4 2024 was Vanguard Group, an estimated $35.6M sold.

Based on aggregated 13F filings for Q4 2024.