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MPT

Medical Properties Trust

506 hedge funds and large institutions have $2.23B invested in Medical Properties Trust in 2024 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 147 increasing their positions, 210 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more capital invested

Capital invested by funds: $1.66B → $2.23B (+$568M)

22% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 54

1% more funds holding

Funds holding: 500506 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.43% less ownership

Funds ownership: 64.01%63.59% (-0.43%)

30% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 210

40% less call options, than puts

Call options by funds: $217M | Put options by funds: $360M

Holders
506
Holders Change
+6
Holders Change %
+1.2%
% of All Funds
7.26%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
66
Increased
147
Reduced
210
Closed
54
Calls
$217M
Puts
$360M
Net Calls
-$143M
Net Calls Change
-$72.4M
Name Holding Trade Value Shares
Change
Change in
Stake
OTL
151
Oak Thistle LLC
New York
$667K +$562K +113,937 New
PS
152
Pensionfund Sabic
Netherlands
$664K -$123K -25,000 -18%
Cerity Partners
153
Cerity Partners
New York
$659K +$103K +20,908 +23%
SMDAM
154
Sumitomo Mitsui DS Asset Management
Japan
$654K +$70.1K +14,219 +15%
ASN
155
Advisory Services Network
Georgia
$639K
AWS
156
Atria Wealth Solutions
New York
$635K -$49.1K -9,967 -8%
PAG
157
Private Advisor Group
New Jersey
$629K -$70.7K -14,342 -12%
First Trust Advisors
158
First Trust Advisors
Illinois
$604K -$727K -147,364 -59%
ECM
159
Everence Capital Management
Indiana
$587K +$495K +100,330 New
CAC
160
Cowen and Company
New York
$586K +$494K +100,100 New
VI
161
Versor Investments
New York
$570K +$399K +81,000 +491%
AFG
162
Atomi Financial Group
New York
$566K -$29.8K -6,054 -6%
CA
163
Commerzbank Aktiengesellschaft
Germany
$539K -$313K -63,447 -41%
MOACM
164
Mutual of America Capital Management
New York
$528K -$41.5K -8,418 -9%
BEI
165
Benjamin Edwards Inc
Missouri
$526K +$444K +89,965 New
CAPTRUST Financial Advisors
166
CAPTRUST Financial Advisors
North Carolina
$522K +$3.53K +716 +0.8%
CB
167
Commerce Bank
Missouri
$521K +$16.9K +3,435 +4%
Envestnet Asset Management
168
Envestnet Asset Management
Illinois
$514K -$92.9K -18,843 -18%
CAM
169
Concorde Asset Management
Michigan
$503K +$95K +19,273 +29%
KAS
170
KPP Advisory Services
Kentucky
$503K -$44.8K -9,077 -10%
Mercer Global Advisors
171
Mercer Global Advisors
Colorado
$497K +$22K +4,454 +5%
EI
172
Ethic Inc
New York
$496K -$40.9K -8,286 -7%
US Bancorp
173
US Bancorp
Minnesota
$485K -$35.7K -7,243 -8%
NRI
174
NFP Retirement Inc
California
$479K -$82.1K -16,659 -17%
BIA
175
Beacon Investment Advisors
Maryland
$470K -$119K -24,072 -23%

MPT Hedge Fund Activity: Q3 2024 in Review

506 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q3 2024, worth a combined $2.23B — up 34% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new MPT positions and 54 closed out — a net gain of 12 holders — while 147 added to existing stakes and 210 trimmed.

The largest buyer was Silver Point Capital, adding an estimated $18M. The largest seller was BlackRock, cutting an estimated $13.1M.

  • 506 institutional investors held Medical Properties Trust (MPT) as of Q3 2024, up from 500 in Q2 2024.
  • Funds reported $2.23B of Medical Properties Trust stock for Q3 2024, up 34% quarter-over-quarter.
  • 66 funds opened new Medical Properties Trust positions in Q3 2024 and 54 closed out, a net change of +12 holders.
  • The largest Medical Properties Trust buyer in Q3 2024 was Silver Point Capital, an estimated $18M added.
  • The largest Medical Properties Trust seller in Q3 2024 was BlackRock, an estimated $13.1M sold.

Based on aggregated 13F filings for Q3 2024.