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MPT

Medical Properties Trust

510 hedge funds and large institutions have $2B invested in Medical Properties Trust in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 182 increasing their positions, 189 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 189

2.23% less ownership

Funds ownership: 73.35%71.12% (-2.2%)

7% less capital invested

Capital invested by funds: $2.16B → $2B (-$158M)

7% less funds holding

Funds holding: 551510 (-41)

31% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 105

34% less call options, than puts

Call options by funds: $151M | Put options by funds: $227M

Holders
510
Holders Change
-41
Holders Change %
-7.44%
% of All Funds
7.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
72
Increased
182
Reduced
189
Closed
105
Calls
$151M
Puts
$227M
Net Calls
-$76M
Net Calls Change
-$32.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
176
Cetera Advisor Networks
California
$464K -$77.4K -20,212 -17%
NRI
177
NFP Retirement Inc
California
$463K -$5.32K -1,390 -1%
SMDAM
178
Sumitomo Mitsui DS Asset Management
Japan
$459K
CAPTRUST Financial Advisors
179
CAPTRUST Financial Advisors
North Carolina
$453K -$178K -46,585 -33%
AG
180
Algert Global
California
$451K -$258K -67,470 -41%
Envestnet Asset Management
181
Envestnet Asset Management
Illinois
$441K -$365K -95,433 -50%
SRL
182
Scientech Research LLC
New Jersey
$436K +$200K +52,192 +128%
FDCDDQ
183
Federation des caisses Desjardins du Quebec
Quebec, Canada
$434K -$175K -45,803 -33%
QCM
184
QRG Capital Management
Illinois
$431K +$64.3K +16,793 +22%
Two Sigma Advisers
185
Two Sigma Advisers
New York
$421K +$343K +89,600 New
PI
186
PFG Investments
New York
$417K +$339K +88,656 New
CB
187
Commerce Bank
Missouri
$414K -$1.84K -480 -0.5%
SEI Investments
188
SEI Investments
Pennsylvania
$412K -$2.97M -777,026 -90%
CBOR
189
Community Bank of Raymore
Missouri
$411K -$50.2K -13,110 -13%
AC
190
Allstate Corporation
Illinois
$409K +$333K +87,012 New
Acadian Asset Management
191
Acadian Asset Management
Massachusetts
$407K -$1.86M -486,453 -85%
NYLIM
192
New York Life Investment Management
New York
$405K -$8.64K -2,258 -3%
XT
193
XTX Topco
Cayman Islands
$389K +$317K +82,717 New
US Bancorp
194
US Bancorp
Minnesota
$384K +$183K +47,738 +141%
I
195
InceptionR
California
$381K +$202K +52,775 +187%
KLCM
196
KG&L Capital Management
Louisiana
$380K +$79.1K +20,650 +34%
KAS
197
KPP Advisory Services
Kentucky
$370K +$173K +45,106 +134%
VOYA Investment Management
198
VOYA Investment Management
Georgia
$369K -$20.8K -5,437 -6%
AI
199
AXS Investments
New York
$360K
CF
200
Cantor Fitzgerald
New York
$356K +$290K +75,800 New

MPT Hedge Fund Activity: Q1 2024 in Review

510 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q1 2024, worth a combined $2B — down 7.3% from $2.16B a quarter earlier.

Sellers outnumbered buyers: 105 funds closed out of MPT and 72 opened new positions — a net loss of 33 holders — while 189 trimmed existing stakes and 182 added.

The largest buyer was BlackRock, adding an estimated $87M. The largest seller was Cohen & Steers, exiting entirely with an estimated $114M sold.

  • 510 institutional investors held Medical Properties Trust (MPT) as of Q1 2024, down from 551 in Q4 2023.
  • Funds reported $2B of Medical Properties Trust stock for Q1 2024, down 7.3% quarter-over-quarter.
  • 72 funds opened new Medical Properties Trust positions in Q1 2024 and 105 closed out, a net change of -33 holders.
  • The largest Medical Properties Trust buyer in Q1 2024 was BlackRock, an estimated $87M added.
  • The largest Medical Properties Trust seller in Q1 2024 was Cohen & Steers, an estimated $114M sold.

Based on aggregated 13F filings for Q1 2024.