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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
LSERS
151
Louisiana State Employees Retirement System
Louisiana
$826K -$6.37K -1,300 -0.8%
ASRS
152
Arizona State Retirement System
Arizona
$821K -$15.1K -3,077 -2%
AWS
153
Atria Wealth Solutions
New York
$809K -$122K -24,912 -13%
FLI
154
Family Legacy Inc
South Carolina
$808K -$7.83K -1,599 -1%
AG
155
Algert Global
California
$803K +$800K +163,470 New
Pictet Asset Management
156
Pictet Asset Management
Switzerland
$768K -$3.75K -765 -0.5%
Janney Montgomery Scott
157
Janney Montgomery Scott
Pennsylvania
$758K -$1.35M -275,058 -64%
PAG
158
Private Advisor Group
New Jersey
$757K -$619K -126,352 -45%
Bank of Montreal
159
Bank of Montreal
Ontario, Canada
$752K -$1.26M -257,025 -63%
IFG
160
Independent Financial Group
California
$728K -$38.9K -7,946 -5%
DFG
161
Demars Financial Group
Washington
$719K -$1.74M -356,152 -71%
SOMRS
162
State of Michigan Retirement System
Michigan
$706K +$2.94K +600 +0.4%
HighTower Advisors
163
HighTower Advisors
Illinois
$702K -$102K -20,790 -13%
CAPTRUST Financial Advisors
164
CAPTRUST Financial Advisors
North Carolina
$702K -$553 -113 -0.1%
CCM
165
Cutler Capital Management
Massachusetts
$697K -$548K -111,811 -44%
FDCDDQ
166
Federation des caisses Desjardins du Quebec
Quebec, Canada
$678K -$550K -112,333 -45%
GFA
167
Gallagher Fiduciary Advisors
Illinois
$676K +$224K +45,698 +50%
VPIM
168
Vanguard Personalized Indexing Management
California
$668K +$284K +58,067 +74%
AIP
169
Ameritas Investment Partners
Nebraska
$667K +$8.32K +1,700 +1%
HIP
170
HUB Investment Partners
Texas
$659K +$657K +134,260 New
NMIMC
171
Northwestern Mutual Investment Management Company
Wisconsin
$654K +$2.67K +545 +0.4%
M&T Bank
172
M&T Bank
New York
$639K +$255K +52,176 +67%
HF
173
HRT Financial
New York
$633K +$632K +129,116 New
PCM
174
Penserra Capital Management
California
$629K +$264K +53,894 +72%
BIM
175
Bridgecreek Investment Management
Oklahoma
$628K +$627K +128,000 New

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.