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MPT

Medical Properties Trust

557 hedge funds and large institutions have $9.55B invested in Medical Properties Trust in 2021 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 240 increasing their positions, 157 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 157

19% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 54

2% more funds holding

Funds holding: 548557 (+9)

1.43% less ownership

Funds ownership: 82.39%80.96% (-1.4%)

6% less capital invested

Capital invested by funds: $10.1B → $9.55B (-$598M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

29% less call options, than puts

Call options by funds: $26.8M | Put options by funds: $37.4M

Holders
557
Holders Change
+9
Holders Change %
+1.64%
% of All Funds
9.69%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
64
Increased
240
Reduced
157
Closed
54
Calls
$26.8M
Puts
$37.4M
Net Calls
-$10.7M
Net Calls Change
-$11.8M
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
151
IBEX Wealth Advisors
New Jersey
$3.67M +$201K +9,394 +5%
Toronto Dominion Bank
152
Toronto Dominion Bank
Ontario, Canada
$3.66M -$85.8K -4,010 -2%
DekaBank Deutsche Girozentrale
153
DekaBank Deutsche Girozentrale
Germany
$3.65M -$173K -8,083 -4%
DCM
154
Dupont Capital Management
Delaware
$3.58M -$924K -43,177 -19%
RJFSA
155
Raymond James Financial Services Advisors
Florida
$3.57M +$1.54M +71,969 +68%
HCM
156
HGI Capital Management
New York
$3.42M +$3.64M +170,176 New
WorldQuant Millennium Advisors
157
WorldQuant Millennium Advisors
New York
$3.41M
VWM
158
Valley Wealth Managers
New Jersey
$3.4M +$402K +18,775 +12%
Lido Advisors
159
Lido Advisors
California
$3.38M +$2.72M +127,096 +329%
CCM
160
Callodine Capital Management
Massachusetts
$3.32M +$3.53M +165,000 New
ASRS
161
Arizona State Retirement System
Arizona
$3.29M -$40.6K -1,899 -1%
VI
162
Vestcor Inc
New Brunswick, Canada
$3.23M -$15.9K -743 -0.5%
M&T Bank
163
M&T Bank
New York
$3.21M +$66.7K +3,118 +2%
IAN
164
Integrated Advisors Network
Texas
$3.21M +$95.5K +4,467 +3%
AIP
165
Ameritas Investment Partners
Nebraska
$3.2M
VRS
166
Virginia Retirement Systems
Virginia
$3.19M -$2.68M -125,300 -44%
DLG
167
Daniel L. Goodwin
$3.15M
Cambridge Investment Research Advisors
168
Cambridge Investment Research Advisors
Iowa
$3.09M -$35.1K -1,640 -1%
LSERS
169
Louisiana State Employees Retirement System
Louisiana
$3.07M +$40.6K +1,900 +1%
Schroder Investment Management Group
170
Schroder Investment Management Group
United Kingdom
$3.06M +$633K +29,575 +24%
CA
171
Cetera Advisors
Colorado
$3.03M +$284K +13,298 +10%
MLICM
172
Metropolitan Life Insurance Company (MetLife)
New York
$2.98M -$440K -20,580 -12%
SOMRS
173
State of Michigan Retirement System
Michigan
$2.98M -$1.42M -66,600 -31%
HighTower Advisors
174
HighTower Advisors
Illinois
$2.96M -$153K -7,153 -5%
FLI
175
Family Legacy Inc
South Carolina
$2.86M +$75.4K +3,525 +3%

MPT Hedge Fund Activity: Q2 2021 in Review

557 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q2 2021, worth a combined $9.55B — down 5.9% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new MPT positions and 54 closed out — a net gain of 10 holders — while 240 added to existing stakes and 157 trimmed.

The largest buyer was BlackRock, adding an estimated $117M. The largest seller was Cohen & Steers, cutting an estimated $324M.

  • 557 institutional investors held Medical Properties Trust (MPT) as of Q2 2021, up from 548 in Q1 2021.
  • Funds reported $9.55B of Medical Properties Trust stock for Q2 2021, down 5.9% quarter-over-quarter.
  • 64 funds opened new Medical Properties Trust positions in Q2 2021 and 54 closed out, a net change of +10 holders.
  • The largest Medical Properties Trust buyer in Q2 2021 was BlackRock, an estimated $117M added.
  • The largest Medical Properties Trust seller in Q2 2021 was Cohen & Steers, an estimated $324M sold.

Based on aggregated 13F filings for Q2 2021.