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MPT

Medical Properties Trust

551 hedge funds and large institutions have $2.16B invested in Medical Properties Trust in 2023 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 175 increasing their positions, 206 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 87

2% more funds holding

Funds holding: 541551 (+10)

2.74% less ownership

Funds ownership: 76.09%73.35% (-2.7%)

13% less capital invested

Capital invested by funds: $2.49B → $2.16B (-$326M)

15% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 206

32% less call options, than puts

Call options by funds: $93.1M | Put options by funds: $137M

Holders
551
Holders Change
+10
Holders Change %
+1.85%
% of All Funds
8.03%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
104
Increased
175
Reduced
206
Closed
87
Calls
$93.1M
Puts
$137M
Net Calls
-$43.5M
Net Calls Change
+$91.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$422M -$4.23M -863,854 -1%
BlackRock
2
BlackRock
New York
$353M +$14.6M +2,983,300 +4%
State Street
3
State Street
Massachusetts
$172M +$2.16M +441,585 +1%
Cohen & Steers
4
Cohen & Steers
New York
$114M -$93.6M -19,114,915 -45%
Morgan Stanley
5
Morgan Stanley
New York
$83.2M +$53.4M +10,897,223 +180%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$61.4M +$2.08M +424,180 +4%
CIM
7
Centersquare Investment Management
Pennsylvania
$50.3M -$3.56M -727,293 -7%
Charles Schwab
8
Charles Schwab
California
$44.5M +$2.19M +448,118 +5%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$38.7M -$2.63M -536,734 -6%
Coatue Management
10
Coatue Management
New York
$33.4M +$5.19M +1,060,830 +18%
Millennium Management
11
Millennium Management
New York
$32.8M +$11.5M +2,342,460 +54%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$30.8M -$5.42M -1,107,872 -15%
LIMS
13
Lasalle Investment Management Securities
Maryland
$26.5M +$1.61M +329,224 +6%
Norges Bank
14
Norges Bank
Norway
$25.7M -$4.48M -915,502 -15%
Legal & General Group
15
Legal & General Group
United Kingdom
$25.4M +$1.54M +314,798 +6%
Daiwa Securities Group
16
Daiwa Securities Group
Japan
$23.3M -$21.1M -4,301,110 -48%
Sumitomo Mitsui Trust Group
17
Sumitomo Mitsui Trust Group
Japan
$22.3M +$1.12M +228,716 +5%
Northern Trust
18
Northern Trust
Illinois
$22.2M -$2.87M -586,300 -11%
Balyasny Asset Management
19
Balyasny Asset Management
Illinois
$20M -$6.92M -1,413,318 -26%
Qube Research & Technologies (QRT)
20
Qube Research & Technologies (QRT)
United Kingdom
$17.5M +$17.5M +3,565,332 +182,184%
Citadel Advisors
21
Citadel Advisors
Florida
$15.8M +$6.73M +1,374,795 +75%
UBS AM
22
UBS AM
Illinois
$15M -$153K -31,202 -1%
JP Morgan Chase
23
JP Morgan Chase
New York
$14.8M +$4.4M +897,743 +42%
LSV Asset Management
24
LSV Asset Management
Illinois
$13.8M -$219K -44,700 -2%
Invesco
25
Invesco
Georgia
$12.2M -$1.68M -342,821 -12%

MPT Hedge Fund Activity: Q4 2023 in Review

551 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q4 2023, worth a combined $2.16B — down 13% from $2.49B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new MPT positions and 87 closed out — a net gain of 17 holders — while 175 added to existing stakes and 206 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $53.4M. The largest seller was Cohen & Steers, cutting an estimated $93.6M.

  • 551 institutional investors held Medical Properties Trust (MPT) as of Q4 2023, up from 541 in Q3 2023.
  • Funds reported $2.16B of Medical Properties Trust stock for Q4 2023, down 13% quarter-over-quarter.
  • 104 funds opened new Medical Properties Trust positions in Q4 2023 and 87 closed out, a net change of +17 holders.
  • The largest Medical Properties Trust buyer in Q4 2023 was Morgan Stanley, an estimated $53.4M added.
  • The largest Medical Properties Trust seller in Q4 2023 was Cohen & Steers, an estimated $93.6M sold.

Based on aggregated 13F filings for Q4 2023.