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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
CAMG
201
CWA Asset Management Group
Florida
$339K +$16.9K +4,413 +7%
Nomura Holdings
202
Nomura Holdings
Japan
$338K +$21.3K +5,552 +8%
Public Employees Retirement Association of Colorado
203
Public Employees Retirement Association of Colorado
Colorado
$335K
MA
204
Mutual Advisors
Nebraska
$333K +$150K +39,298 +124%
SP
205
Systematic Portfolios
New York
$312K +$254K +66,374 New
XS
206
XR Securities
Illinois
$303K +$247K +64,569 New
CAG
207
Csenge Advisory Group
Florida
$297K +$56.3K +14,697 +30%
BL
208
Balentine LLC
Georgia
$297K +$242K +63,146 New
QT
209
Quantbot Technologies
New York
$292K -$513K -134,016 -68%
CIBC Asset Management
210
CIBC Asset Management
Ontario, Canada
$292K +$174K +45,529 +276%
YIH
211
Y-Intercept (HK)
Hong Kong
$275K -$80.3K -20,975 -26%
FTDI
212
First Trust Direct Indexing
Massachusetts
$271K +$220K +57,576 New
P
213
Pitcairn
Pennsylvania
$270K +$86.7K +22,644 +65%
SSA
214
Schonfeld Strategic Advisors
New York
$266K -$1.38M -360,582 -86%
KFS
215
Keynote Financial Services
Connecticut
$265K +$216K +56,473 New
BIA
216
Beacon Investment Advisors
Maryland
$265K -$17.4K -4,533 -7%
AF
217
Affiance Financial
Minnesota
$265K
AIMA
218
Ables Iannone Moore & Associates
Georgia
$260K +$7.95K +2,077 +4%
Natixis Advisors
219
Natixis Advisors
Massachusetts
$258K +$210K +54,798 New
LNC
220
Lincoln National Corp
Pennsylvania
$254K -$156K -40,701 -43%
CCM
221
Coldstream Capital Management
Washington
$254K -$10.4K -2,720 -5%
CAM
222
Concorde Asset Management
Michigan
$252K +$102K +26,546 +98%
IA
223
Inspire Advisors
Idaho
$247K +$201K +52,550 New
LTAS
224
Linden Thomas Advisory Services
North Carolina
$245K +$7.97K +2,081 +4%
NRD
225
Nebula Research & Development
New York
$244K -$568K -148,242 -74%

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.