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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
BlackRock
1
BlackRock
New York
$445M +$87M +22,735,966 +32%
Vanguard Group
2
Vanguard Group
Pennsylvania
$437M +$27.1M +7,084,981 +8%
State Street
3
State Street
Massachusetts
$157M -$2.39M -624,424 -2%
Morgan Stanley
4
Morgan Stanley
New York
$54.6M -$20.4M -5,326,084 -31%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$49.9M -$6.83M -1,784,922 -14%
CIM
6
Centersquare Investment Management
Pennsylvania
$46.8M -$283K -73,825 -0.7%
Charles Schwab
7
Charles Schwab
California
$46.2M +$2.99M +780,217 +9%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$39M +$1.54M +403,226 +5%
Deutsche Bank
9
Deutsche Bank
Germany
$37.2M +$21.6M +5,642,544 +248%
Legal & General Group
10
Legal & General Group
United Kingdom
$27.3M +$2.48M +649,025 +13%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$26.5M -$2.43M -634,889 -10%
Macquarie Group
12
Macquarie Group
Australia
$23M +$17.7M +4,611,095 +1,621%
LIMS
13
Lasalle Investment Management Securities
Maryland
$21.3M -$3.29M -859,368 -16%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$21.2M +$8.95M +2,337,418 +108%
Invesco
15
Invesco
Georgia
$21M +$7.59M +1,983,087 +80%
SPC
16
Silver Point Capital
Connecticut
$19.4M +$15.8M +4,125,000 New
Coatue Management
17
Coatue Management
New York
$18.7M -$10.8M -2,829,941 -42%
Sumitomo Mitsui Trust Group
18
Sumitomo Mitsui Trust Group
Japan
$18.3M -$2.47M -645,434 -14%
Northern Trust
19
Northern Trust
Illinois
$17.4M -$3.18M -829,693 -18%
UBS AM
20
UBS AM
Illinois
$16.6M +$1.88M +491,079 +16%
WAM
21
Wilsey Asset Management
California
$16.2M +$6.27M +1,637,720 +91%
GAM
22
Goldentree Asset Management
New York
$16M +$13M +3,397,025 New
Principal Financial Group
23
Principal Financial Group
Iowa
$14.5M +$3.42M +891,957 +41%
Group One Trading
24
Group One Trading
Illinois
$14.5M +$10.3M +2,697,975 +691%
AQR Capital Management
25
AQR Capital Management
Connecticut
$13M +$2.76M +721,760 +35%

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.