We are live on ! Find out more
MPT

Medical Properties Trust

470 hedge funds and large institutions have $2.18B invested in Medical Properties Trust in 2025 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 153 increasing their positions, 167 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more capital invested

Capital invested by funds: $1.5B → $2.18B (+$684M)

13% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 56

0% more funds holding

Funds holding: 469470 (+1)

8% less repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 167

2.05% less ownership

Funds ownership: 60.71%58.66% (-2%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

71% less call options, than puts

Call options by funds: $114M | Put options by funds: $387M

Holders
470
Holders Change
+1
Holders Change %
+0.21%
% of All Funds
6.3%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
63
Increased
153
Reduced
167
Closed
56
Calls
$114M
Puts
$387M
Net Calls
-$273M
Net Calls Change
-$163M
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
151
Russell Investments Group
United Kingdom
$648K +$304K +60,061 +127%
TWM
152
TriaGen Wealth Management
California
$647K +$542K +107,266 New
NAAA
153
New Age Alpha Advisors
New York
$617K +$517K +102,319 New
Mercer Global Advisors
154
Mercer Global Advisors
Colorado
$612K +$87.9K +17,392 +21%
CIMLRA
155
CBRE Investment Management Listed Real Assets
Pennsylvania
$604K -$2.38M -470,000 -82%
CIBC World Market
156
CIBC World Market
Ontario, Canada
$599K -$13.3K -2,624 -3%
CAPTRUST Financial Advisors
157
CAPTRUST Financial Advisors
North Carolina
$598K -$77.3K -15,279 -13%
PS
158
Pensionfund Sabic
Netherlands
$594K -$75.8K -15,000 -13%
PAG
159
Private Advisor Group
New Jersey
$580K +$25.3K +5,012 +5%
QCM
160
Quantinno Capital Management
New York
$565K +$336K +66,386 +243%
PI
161
PFG Investments
New York
$561K -$15.1K -2,993 -3%
DADC
162
D.A. Davidson & Co
Montana
$547K -$47.9K -9,475 -9%
MOACM
163
Mutual of America Capital Management
New York
$527K -$17.8K -3,518 -4%
Natixis Advisors
164
Natixis Advisors
Massachusetts
$525K +$440K +87,079 New
AWS
165
Atria Wealth Solutions
New York
$524K -$124K -24,609 -22%
Baird Financial Group
166
Baird Financial Group
Wisconsin
$522K +$70.8K +14,000 +19%
KIM
167
Kestra Investment Management
Texas
$515K -$325K -64,320 -43%
KAS
168
KPP Advisory Services
Kentucky
$512K -$45.7K -9,048 -10%
AI
169
AdvisorShares Investments
Maryland
$511K +$437K +86,500 New
Teacher Retirement System of Texas
170
Teacher Retirement System of Texas
Texas
$478K +$401K +79,277 New
KAS
171
Kestra Advisory Services
Texas
$472K +$22.2K +4,400 +6%
EI
172
Ethic Inc
New York
$465K +$1.4K +277 +0.4%
MGP
173
Metis Global Partners
California
$459K +$36.6K +7,245 +11%
Cerity Partners
174
Cerity Partners
New York
$446K -$77K -15,237 -17%
NRI
175
NFP Retirement Inc
California
$430K -$3.56K -705 -1%

MPT Hedge Fund Activity: Q1 2025 in Review

470 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q1 2025, worth a combined $2.18B — up 46% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new MPT positions and 56 closed out — a net gain of 7 holders — while 153 added to existing stakes and 167 trimmed.

The largest buyer was Coatue Management, opening a new position worth an estimated $16.8M. The largest seller was Vanguard Group, cutting an estimated $35.5M.

  • 470 institutional investors held Medical Properties Trust (MPT) as of Q1 2025, up from 469 in Q4 2024.
  • Funds reported $2.18B of Medical Properties Trust stock for Q1 2025, up 46% quarter-over-quarter.
  • 63 funds opened new Medical Properties Trust positions in Q1 2025 and 56 closed out, a net change of +7 holders.
  • The largest Medical Properties Trust buyer in Q1 2025 was Coatue Management, an estimated $16.8M added.
  • The largest Medical Properties Trust seller in Q1 2025 was Vanguard Group, an estimated $35.5M sold.

Based on aggregated 13F filings for Q1 2025.