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MPT

Medical Properties Trust

469 hedge funds and large institutions have $1.5B invested in Medical Properties Trust in 2024 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 129 increasing their positions, 200 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

2.87% less ownership

Funds ownership: 63.59%60.71% (-2.9%)

7% less funds holding

Funds holding: 506469 (-37)

33% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 92

33% less capital invested

Capital invested by funds: $2.23B → $1.5B (-$733M)

36% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 200

50% less call options, than puts

Call options by funds: $110M | Put options by funds: $220M

Holders
469
Holders Change
-37
Holders Change %
-7.31%
% of All Funds
6.18%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
62
Increased
129
Reduced
200
Closed
92
Calls
$110M
Puts
$220M
Net Calls
-$110M
Net Calls Change
+$32.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
176
Affiance Financial
Minnesota
$222K
Janney Montgomery Scott
177
Janney Montgomery Scott
Pennsylvania
$218K -$19.2K -4,292 -7%
State of Wisconsin Investment Board
178
State of Wisconsin Investment Board
Wisconsin
$207K +$8.33K +1,860 +4%
JTWM
179
Jackson Thornton Wealth Management
Alabama
$205K +$233K +51,985 New
P
180
Pitcairn
Pennsylvania
$203K +$6.3K +1,407 +3%
AIA
181
Arrow Investment Advisors
Maryland
$198K
SAF
182
Smith Anglin Financial
Texas
$198K +$224K +50,000 New
AFO
183
Allie Family Office
Florida
$196K
AC
184
Allstate Corporation
Illinois
$193K -$63.2K -14,119 -22%
NAM
185
Nissay Asset Management
Japan
$186K +$11.9K +2,661 +6%
Russell Investments Group
186
Russell Investments Group
United Kingdom
$184K -$321K -71,706 -60%
KLCM
187
KG&L Capital Management
Louisiana
$184K -$19.3K -4,300 -8%
Jones Financial Companies
188
Jones Financial Companies
Missouri
$178K +$84K +18,754 +71%
VU
189
Vanderbilt University
Tennessee
$177K +$14K +3,117 +7%
KPWS
190
Kestra Private Wealth Services
Texas
$173K +$14.2K +3,160 +8%
MA
191
Mutual Advisors
Nebraska
$165K -$147K -32,841 -44%
SRC
192
Shufro Rose & Co
New York
$162K +$15.7K +3,500 +9%
WS
193
Wedbush Securities
California
$159K +$65.4K +14,604 +57%
MA
194
MCF Advisors
Kentucky
$159K
SEI Investments
195
SEI Investments
Pennsylvania
$155K +$10.9K +2,438 +7%
MWM
196
Modern Wealth Management
Kansas
$154K -$51.2K -11,422 -23%
MAS
197
Meeder Advisory Services
Ohio
$153K -$67.6K -15,102 -28%
US Bancorp
198
US Bancorp
Minnesota
$152K -$199K -44,446 -54%
GCM
199
Greenland Capital Management
New York
$149K
AWM
200
AE Wealth Management
Kansas
$149K +$42.7K +9,524 +34%

MPT Hedge Fund Activity: Q4 2024 in Review

469 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q4 2024, worth a combined $1.5B — down 33% from $2.23B a quarter earlier.

Sellers outnumbered buyers: 92 funds closed out of MPT and 62 opened new positions — a net loss of 30 holders — while 200 trimmed existing stakes and 129 added.

The largest buyer was UBS Group, adding an estimated $36.9M. The largest seller was Vanguard Group, cutting an estimated $35.6M.

  • 469 institutional investors held Medical Properties Trust (MPT) as of Q4 2024, down from 506 in Q3 2024.
  • Funds reported $1.5B of Medical Properties Trust stock for Q4 2024, down 33% quarter-over-quarter.
  • 62 funds opened new Medical Properties Trust positions in Q4 2024 and 92 closed out, a net change of -30 holders.
  • The largest Medical Properties Trust buyer in Q4 2024 was UBS Group, an estimated $36.9M added.
  • The largest Medical Properties Trust seller in Q4 2024 was Vanguard Group, an estimated $35.6M sold.

Based on aggregated 13F filings for Q4 2024.