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Medical Properties Trust
MPW

Overview Fund Activity

538 hedge funds and large institutions have $2.48B invested in Medical Properties Trust in 2023 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 163 increasing their positions, 234 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
538
Holders Change
-54
Holders Change %
-9.12%
% of All Funds
8.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
64
Increased
163
Reduced
234
Closed
110
Calls
$116M
Puts
$252M
Net Calls
-$135M
Net Calls Change
+$77.2M

Top Buyers

1
Coatue Management
Coatue Management
New York
+$31.3M
2
Deutsche Bank
Deutsche Bank
Germany
+$19.3M
3
Millennium Management
Millennium Management
New York
+$17.9M
4
Charles Schwab
Charles Schwab
California
+$10.8M
5
LIMS
Lasalle Investment Management Securities
Maryland
+$9.16M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$21M
2
Cohen & Steers
Cohen & Steers
New York
-$20.6M
3
BTCPP
Border to Coast Pensions Partnership
United Kingdom
-$11.1M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$9.1M
5
Franklin Resources
Franklin Resources
California
-$8.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
LOPW
351
Live Oak Private Wealth
North Carolina
$86.5K – – –
SGA
352
Seaport Global Advisors
Massachusetts
$86.3K – – –
BWA
353
Beam Wealth Advisors
Louisiana
$86K +$86K +15,775 New
DE
354
Day & Ennis
Georgia
$85.2K +$1.72K +316 +2%
CW
355
CreativeOne Wealth
Kansas
$84K -$15.2K -2,793 -15%
FFS
356
Founders Financial Securities
Maryland
$83.9K +$1.99K +365 +2%
STA
357
Summit Trail Advisors
New York
$83.3K -$19.9K -3,532 -19%
CM
358
Caption Management
Oklahoma
$81.8K -$409K -75,000 -83%
SLG
359
Stanley-Laman Group
Pennsylvania
$81.8K – – –
CGH
360
Crossmark Global Holdings
Texas
$81K – – –
GIA
361
Gateway Investment Advisers
Ohio
$80.4K +$25.3K +4,646 +46%
MAS
362
Meeder Advisory Services
Ohio
$80.3K +$20.6K +3,771 +34%
Envestnet Portfolio Solutions
363
Envestnet Portfolio Solutions
Illinois
$79.3K +$79.3K +14,545 New
CG
364
CFO4Life Group
Texas
$79.1K -$1.69K -310 -2%
PFS
365
Prospera Financial Services
Texas
$78.2K +$78.2K +14,342 New
SFG
366
Sunburst Financial Group
Alabama
$77.1K +$567 +104 +0.7%
Acadian Asset Management
367
Acadian Asset Management
Massachusetts
$76K -$342K -62,971 -82%
PFA
368
Pathway Financial Advisers
Indiana
$75.6K +$75.6K +13,876 New
BFA
369
Beacon Financial Advisory
Ohio
$74K +$1.12K +206 +2%
CBFP
370
Cedar Brook Financial Partners
Ohio
$71.9K +$71.9K +13,188 New
AWM
371
Apollon Wealth Management
South Carolina
$71K +$71K +13,035 New
BC
372
Bartlett & Co
Ohio
$71K +$8.45K +1,500 +14%
GRP
373
Global Retirement Partners
California
$70.8K +$7.12K +1,353 +11%
BCWM
374
Bartlett & Co Wealth Management
Ohio
$70.6K +$8.4K +1,500 +14%
MSAM
375
Moloney Securities Asset Management
Missouri
$70.2K +$540 +99 +0.8%
13 14
15
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