We are live on ! Find out more
MPT

Medical Properties Trust

470 hedge funds and large institutions have $2.18B invested in Medical Properties Trust in 2025 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 153 increasing their positions, 167 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more capital invested

Capital invested by funds: $1.5B → $2.18B (+$684M)

13% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 56

0% more funds holding

Funds holding: 469470 (+1)

8% less repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 167

2.05% less ownership

Funds ownership: 60.71%58.66% (-2%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

71% less call options, than puts

Call options by funds: $114M | Put options by funds: $387M

Holders
470
Holders Change
+1
Holders Change %
+0.21%
% of All Funds
6.3%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
63
Increased
153
Reduced
167
Closed
56
Calls
$114M
Puts
$387M
Net Calls
-$273M
Net Calls Change
-$163M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$536M -$10.3M -2,029,588 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$464M -$35.5M -7,030,077 -8%
State Street
3
State Street
Massachusetts
$196M -$3.84M -760,328 -2%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$67.1M +$1.94M +383,920 +4%
Charles Schwab
5
Charles Schwab
California
$60.4M +$5.98M +1,182,028 +13%
DFG
6
Demars Financial Group
Washington
$53.4M +$535K +105,790 +49%
Morgan Stanley
7
Morgan Stanley
New York
$52.1M +$8.34M +1,648,624 +24%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$46.7M -$870K -172,002 -2%
Allianz Asset Management
9
Allianz Asset Management
Germany
$43M +$10.9M +2,152,861 +43%
Northern Trust
10
Northern Trust
Illinois
$38.6M +$483K +95,525 +2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$38.4M -$5.59M -1,106,493 -15%
UBS Group
12
UBS Group
Switzerland
$37.8M -$16.3M -3,221,979 -34%
Deutsche Bank
13
Deutsche Bank
Germany
$36.9M -$7.39M -1,462,073 -19%
WAM
14
Wilsey Asset Management
California
$28M -$34.5K -6,826 -0.1%
Legal & General Group
15
Legal & General Group
United Kingdom
$25.4M +$35.5K +7,023 +0.2%
UBS AM
16
UBS AM
Illinois
$24.6M +$2.07M +410,374 +11%
Coatue Management
17
Coatue Management
New York
$20M +$16.8M +3,318,885 New
Principal Financial Group
18
Principal Financial Group
Iowa
$18M +$338K +66,820 +2%
AQR Capital Management
19
AQR Capital Management
Connecticut
$16.3M +$10.4M +2,049,268 +295%
Invesco
20
Invesco
Georgia
$12.6M -$487K -96,357 -4%
Public Sector Pension Investment Board (PSP Investments)
21
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$11.5M +$2.06M +408,133 +27%
JP Morgan Chase
22
JP Morgan Chase
New York
$11M +$214K +42,415 +2%
Ameriprise
23
Ameriprise
Minnesota
$9.98M -$594K -117,439 -7%
Tudor Investment Corp
24
Tudor Investment Corp
Connecticut
$8.9M +$6.55M +1,295,908 +720%
Canada Life
25
Canada Life
Manitoba, Canada
$8.66M +$261K +51,710 +4%

MPT Hedge Fund Activity: Q1 2025 in Review

470 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q1 2025, worth a combined $2.18B — up 46% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new MPT positions and 56 closed out — a net gain of 7 holders — while 153 added to existing stakes and 167 trimmed.

The largest buyer was Coatue Management, opening a new position worth an estimated $16.8M. The largest seller was Vanguard Group, cutting an estimated $35.5M.

  • 470 institutional investors held Medical Properties Trust (MPT) as of Q1 2025, up from 469 in Q4 2024.
  • Funds reported $2.18B of Medical Properties Trust stock for Q1 2025, up 46% quarter-over-quarter.
  • 63 funds opened new Medical Properties Trust positions in Q1 2025 and 56 closed out, a net change of +7 holders.
  • The largest Medical Properties Trust buyer in Q1 2025 was Coatue Management, an estimated $16.8M added.
  • The largest Medical Properties Trust seller in Q1 2025 was Vanguard Group, an estimated $35.5M sold.

Based on aggregated 13F filings for Q1 2025.