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Medical Properties Trust
MPW

Overview Fund Activity

592 hedge funds and large institutions have $4.3B invested in Medical Properties Trust in 2023 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 242 increasing their positions, 189 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
592
Holders Change
-33
Holders Change %
-5.28%
% of All Funds
9.34%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
71
Increased
242
Reduced
189
Closed
98
Calls
$181M
Puts
$394M
Net Calls
-$213M
Net Calls Change
+$16.6M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$427M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
$90.2M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$65.6M
4
Norges Bank
Norges Bank
Norway
$55.3M
5
SEI Investments
SEI Investments
Pennsylvania
$18.7M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
$20.3M
2
SP
Sarasin & Partners
United Kingdom
$0
3
BlackRock
BlackRock
New York
$641M
4
NIG
NFJ Investment Group
Texas
$3.15M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$83.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAMF
426
BI Asset Management Fondsmaeglerselskab
Denmark
$118K -$792K -85,500 -87%
BSW
427
Buckingham Strategic Wealth
Missouri
$117K +$7.65K +826 +7%
TC
428
Telemus Capital
Michigan
$116K +$4.9K +529 +4%
AWA
429
Arete Wealth Advisors
Illinois
$116K +$20.3K +2,187 +21%
SOAMC
430
Spirit of America Management Corp
New York
$116K -$204K -22,000 -64%
GVAG
431
Great Valley Advisor Group
Delaware
$114K +$114K +12,291 New
TWM
432
Tradition Wealth Management
Minnesota
$114K +$21.3K +2,311 +23%
TLP
433
Trinity Legacy Partners
Texas
$113K -$29.2K -3,152 -21%
GRP
434
Global Retirement Partners
California
$112K +$11.8K +1,279 +12%
XT
435
XTX Topco
Cayman Islands
$111K -$48.3K -5,214 -30%
HI
436
Harbour Investments
Wisconsin
$109K +$24.8K +2,677 +30%
VU
437
Vanderbilt University
Tennessee
$108K +$108K +11,664 New
SBF
438
Sara-Bay Financial
Florida
$107K – – –
MA
439
MKT Advisors
California
$107K +$2.76K +275 +3%
NA
440
NewEdge Advisors
Louisiana
$106K -$15.6K -1,682 -13%
BCWM
441
Bartlett & Co Wealth Management
Ohio
$106K +$81.2K +8,500 +327%
BC
442
Bartlett & Co
Ohio
$106K +$81.2K +8,500 +327%
NICM
443
Neo Ivy Capital Management
New York
$105K +$105K +11,295 New
HPM
444
Hoxton Planning & Management
West Virginia
$104K -$47.3K -5,110 -31%
B
445
Bridgeworth
Alabama
$104K -$11.1K -1,200 -10%
SMH
446
Sanders Morris Harris
Texas
$104K – – –
MAS
447
Meeder Advisory Services
Ohio
$102K +$102K +10,970 New
BWP
448
Balboa Wealth Partners
Arizona
$101K +$259 +28 +0.3%
SIS
449
Sound Income Strategies
Florida
$99.5K +$5.95K +642 +6%
BC
450
Bridgefront Capital
Texas
$99.4K +$99.4K +10,731 New
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