We are live on ! Find out more
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
SC
201
Syon Capital
California
$148K +$167K +37,343 New
SA
202
Sanctuary Advisors
Indiana
$146K -$12.5K -2,787 -8%
BP
203
Ballentine Partners
Massachusetts
$145K -$32.6K -7,282 -17%
FDCDDQ
204
Federation des caisses Desjardins du Quebec
Quebec, Canada
$143K -$85.9K -19,175 -35%
HWM
205
HB Wealth Management
Georgia
$143K +$7.45K +1,663 +5%
SCM
206
Sterling Capital Management
North Carolina
$141K +$53.6K +11,976 +51%
SSG
207
Summit Securities Group
New York
$138K -$116K -25,900 -43%
KFS
208
Keynote Financial Services
Connecticut
$138K -$101K -22,455 -39%
PA
209
Parallel Advisors
California
$138K -$48.7K -10,883 -24%
CCA
210
Coign Capital Advisors
Utah
$137K +$155K +34,695 New
AAS
211
Avantax Advisory Services
Texas
$135K -$51.7K -11,537 -25%
EGM
212
Engineers Gate Manager
New York
$130K +$4.39K +981 +3%
S
213
SignatureFD
Georgia
$130K -$51.3K -11,453 -26%
URS
214
Utah Retirement Systems
Utah
$129K
QCG
215
Quadrant Capital Group
Ohio
$128K -$30.9K -6,908 -18%
ECM
216
Evergreen Capital Management
Washington
$126K -$80K -17,871 -36%
WG
217
Welch Group
Alabama
$124K -$29K -6,469 -16%
X
218
Xponance
Pennsylvania
$123K -$30.5K -6,813 -18%
Neuberger Berman Group
219
Neuberger Berman Group
New York
$120K -$112K -24,922 -45%
PCIA
220
Prime Capital Investment Advisors
Kansas
$119K -$7.36K -1,642 -5%
FC
221
Fulcrum Capital
Washington
$119K +$10.3K +2,300 +8%
SAM
222
Shell Asset Management
Netherlands
$118K
Focus Partners Wealth
223
Focus Partners Wealth
Massachusetts
$116K +$25.5K +5,692 +24%
IC
224
IEQ Capital
California
$113K -$141K -31,463 -52%
MIM
225
MetLife Investment Management
New Jersey
$111K -$2.48K -553 -2%

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.