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MPT

Medical Properties Trust

596 hedge funds and large institutions have $4.3B invested in Medical Properties Trust in 2023 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 243 increasing their positions, 190 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 190

14% more capital invested

Capital invested by funds: $3.77B → $4.3B (+$537M)

2.07% more ownership

Funds ownership: 75.57%77.64% (+2.1%)

5% less funds holding

Funds holding: 629596 (-33)

27% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 100

54% less call options, than puts

Call options by funds: $181M | Put options by funds: $394M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
596
Holders Change
-33
Holders Change %
-5.25%
% of All Funds
9.36%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
73
Increased
243
Reduced
190
Closed
100
Calls
$181M
Puts
$394M
Net Calls
-$213M
Net Calls Change
+$16.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$804M -$15.7M -1,859,885 -2%
BlackRock
2
BlackRock
New York
$641M -$31M -3,659,636 -5%
Cohen & Steers
3
Cohen & Steers
New York
$427M +$384M +45,452,713 +6,809%
State Street
4
State Street
Massachusetts
$320M -$24.8M -2,931,107 -8%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$109M +$1.84M +217,430 +2%
CIM
6
Centersquare Investment Management
Pennsylvania
$102M +$34.2K +4,047 +0%
Morgan Stanley
7
Morgan Stanley
New York
$91.6M +$5.17M +611,430 +7%
Daiwa Securities Group
8
Daiwa Securities Group
Japan
$90.2M +$80.5M +9,516,400 +4,206%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$83.8M -$30.7M -3,627,300 -29%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$79.7M +$568K +67,165 +0.8%
Balyasny Asset Management
11
Balyasny Asset Management
Illinois
$65.6M +$24M +2,841,987 +67%
Charles Schwab
12
Charles Schwab
California
$61.3M +$1.06M +125,140 +2%
CCMLC
13
Cardinal Capital Management LLC (Connecticut)
Connecticut
$57.1M -$4.24M -501,861 -8%
Norges Bank
14
Norges Bank
Norway
$55.3M +$12M +1,424,084 +31%
Northern Trust
15
Northern Trust
Illinois
$48.6M -$4.1M -484,637 -8%
Legal & General Group
16
Legal & General Group
United Kingdom
$44.8M -$8.58M -1,014,418 -17%
LSV Asset Management
17
LSV Asset Management
Illinois
$40.4M -$54.1K -6,400 -0.1%
AllianceBernstein
18
AllianceBernstein
Tennessee
$33.3M -$2.31M -273,107 -7%
N
19
Nuveen
North Carolina
$33.3M +$3.26M +385,400 +12%
Sumitomo Mitsui Trust Group
20
Sumitomo Mitsui Trust Group
Japan
$32.7M -$9.83M -1,161,922 -25%
HRES
21
Heitman Real Estate Securities
Illinois
$32M -$3.3M -389,660 -10%
LIMS
22
Lasalle Investment Management Securities
Maryland
$31.4M +$368K +43,503 +1%
UBS AM
23
UBS AM
Illinois
$30.3M
Franklin Resources
24
Franklin Resources
California
$28.2M +$6.67M +788,836 +35%
JP Morgan Chase
25
JP Morgan Chase
New York
$28.1M +$826K +97,631 +3%

MPT Hedge Fund Activity: Q2 2023 in Review

596 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q2 2023, worth a combined $4.3B — up 14% from $3.77B a quarter earlier.

Sellers outnumbered buyers: 100 funds closed out of MPT and 73 opened new positions — a net loss of 27 holders — while 190 trimmed existing stakes and 243 added.

The largest buyer was Cohen & Steers, adding an estimated $384M. The largest seller was Principal Financial Group, cutting an estimated $43M.

  • 596 institutional investors held Medical Properties Trust (MPT) as of Q2 2023, down from 629 in Q1 2023.
  • Funds reported $4.3B of Medical Properties Trust stock for Q2 2023, up 14% quarter-over-quarter.
  • 73 funds opened new Medical Properties Trust positions in Q2 2023 and 100 closed out, a net change of -27 holders.
  • The largest Medical Properties Trust buyer in Q2 2023 was Cohen & Steers, an estimated $384M added.
  • The largest Medical Properties Trust seller in Q2 2023 was Principal Financial Group, an estimated $43M sold.

Based on aggregated 13F filings for Q2 2023.