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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
BlackRock
1
BlackRock
New York
$359M +$6.09M +1,358,981 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$332M -$35.6M -7,948,694 -9%
State Street
3
State Street
Massachusetts
$132M +$2.94M +656,308 +2%
DFG
4
Demars Financial Group
Washington
$54.7M +$845K +188,757 +695%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$42.4M +$263K +58,828 +0.6%
UBS Group
6
UBS Group
Switzerland
$37.5M +$36.9M +8,231,222 +658%
Charles Schwab
7
Charles Schwab
California
$34.9M +$531K +118,577 +1%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$31.2M -$2.03M -454,332 -5%
Deutsche Bank
9
Deutsche Bank
Germany
$29.9M -$464K -103,555 -1%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$29.5M -$703K -156,880 -2%
Morgan Stanley
11
Morgan Stanley
New York
$27.6M -$7.75M -1,731,003 -20%
Northern Trust
12
Northern Trust
Illinois
$24.9M +$10.7M +2,385,081 +61%
Allianz Asset Management
13
Allianz Asset Management
Germany
$19.7M +$8.06M +1,800,330 +57%
WAM
14
Wilsey Asset Management
California
$18.4M +$1.62M +362,582 +8%
Legal & General Group
15
Legal & General Group
United Kingdom
$16.6M -$1.71M -381,071 -8%
UBS AM
16
UBS AM
Illinois
$14.5M +$675K +150,760 +4%
Principal Financial Group
17
Principal Financial Group
Iowa
$11.5M +$389K +86,925 +3%
Invesco
18
Invesco
Georgia
$8.62M -$2.96M -660,500 -23%
Jane Street
19
Jane Street
New York
$7.74M -$3.58M -799,151 -29%
HRES
20
Heitman Real Estate Securities
Illinois
$7.47M -$736K -164,301 -8%
JP Morgan Chase
21
JP Morgan Chase
New York
$7.04M +$349K +77,879 +5%
Ameriprise
22
Ameriprise
Minnesota
$7.01M -$707K -157,886 -8%
Citigroup
23
Citigroup
New York
$6.37M +$3.18M +709,939 +79%
Bank of America
24
Bank of America
North Carolina
$6.08M +$1.22M +273,412 +22%
Public Sector Pension Investment Board (PSP Investments)
25
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.91M +$998K +222,776 +17%

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.