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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
TC
176
Truvestments Capital
Florida
$622K -$361K -73,720 -37%
XF
177
XML Financial
Maryland
$610K -$186K -38,012 -23%
CT
178
ClearAlpha Technologies
Connecticut
$610K +$608K +124,148 New
Handelsbanken Fonder
179
Handelsbanken Fonder
Sweden
$608K +$118K +24,100 +24%
PS
180
Pensionfund Sabic
Netherlands
$606K
CA
181
Commerzbank Aktiengesellschaft
Germany
$605K +$139K +28,409 +30%
NMERB
182
New Mexico Educational Retirement Board
New Mexico
$601K
CIBC World Market
183
CIBC World Market
Ontario, Canada
$589K -$2.52K -515 -0.4%
CAN
184
Cetera Advisor Networks
California
$583K +$50.2K +10,253 +9%
AFG
185
Atomi Financial Group
New York
$583K -$62.2K -12,699 -10%
SIC
186
Samalin Investment Counsel
New York
$579K +$246K +50,199 +74%
CA
187
Cetera Advisors
Colorado
$549K -$4.97K -1,015 -0.9%
Corient Private Wealth
188
Corient Private Wealth
Florida
$539K +$21.1K +4,309 +4%
Teacher Retirement System of Texas
189
Teacher Retirement System of Texas
Texas
$533K -$601K -122,662 -53%
ASN
190
Advisory Services Network
Georgia
$523K -$102K -20,736 -16%
CBOR
191
Community Bank of Raymore
Missouri
$494K
I
192
INVST
Indiana
$491K +$274K +55,950 +58%
WM
193
WS Management
Florida
$491K
NRI
194
NFP Retirement Inc
California
$491K -$61.3K -12,525 -11%
Truist Financial
195
Truist Financial
North Carolina
$481K +$51.3K +10,476 +12%
SMDAM
196
Sumitomo Mitsui DS Asset Management
Japan
$479K
CM
197
Caption Management
Oklahoma
$475K +$401K +81,800 +545%
CG
198
Cutler Group
California
$471K +$42.2K +8,624 +10%
LNC
199
Lincoln National Corp
Pennsylvania
$465K -$22.4K -4,569 -5%
Cetera Investment Advisers
200
Cetera Investment Advisers
Illinois
$461K -$37.6K -7,674 -8%

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.