MPW icon

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.

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

Top Sellers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$20.3M
2
SP
2
Sarasin & Partners
United Kingdom
$0
3
BlackRock
3
BlackRock
New York
$641M
4
NIG
4
NFJ Investment Group
Texas
$3.15M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$83.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$804M 86,834,138 -1,859,885 -2%
BlackRock
2
BlackRock
New York
$641M 69,226,454 -3,659,636 -5%
Cohen & Steers
3
Cohen & Steers
New York
$427M 46,120,255 +45,452,713 +6,809%
State Street
4
State Street
Massachusetts
$320M 33,489,816 -2,931,107 -8%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$109M 11,696,619 +217,430 +2%
CIM
6
Centersquare Investment Management
Pennsylvania
$102M 11,056,716 +4,047 +0%
Morgan Stanley
7
Morgan Stanley
New York
$91.6M 9,891,821 +611,430 +7%
Daiwa Securities Group
8
Daiwa Securities Group
Japan
$90.2M 9,742,667 +9,516,400 +4,206%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$83.8M 9,045,849 -3,627,300 -29%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$79.7M 8,606,200 +67,165 +0.8%
Balyasny Asset Management
11
Balyasny Asset Management
Illinois
$65.6M 7,083,748 +2,841,987 +67%
Charles Schwab
12
Charles Schwab
California
$61.3M 6,620,368 +125,140 +2%
CCMLC
13
Cardinal Capital Management LLC (Connecticut)
Connecticut
$57.1M 6,169,509 -501,861 -8%
Norges Bank
14
Norges Bank
Norway
$55.3M 5,970,445 +1,424,084 +31%
Northern Trust
15
Northern Trust
Illinois
$48.6M 5,251,352 -484,637 -8%
Legal & General Group
16
Legal & General Group
United Kingdom
$44.8M 4,839,035 -1,014,418 -17%
LSV Asset Management
17
LSV Asset Management
Illinois
$40.4M 4,361,814 -6,400 -0.1%
AllianceBernstein
18
AllianceBernstein
Tennessee
$33.3M 3,600,840 -273,107 -7%
Nuveen Asset Management
19
Nuveen Asset Management
Illinois
$33.3M 3,591,995 +385,400 +12%
Sumitomo Mitsui Trust Group
20
Sumitomo Mitsui Trust Group
Japan
$32.7M 3,526,081 -1,161,922 -25%
HRES
21
Heitman Real Estate Securities
Illinois
$32M 3,455,881 -389,660 -10%
LIMS
22
Lasalle Investment Management Securities
Maryland
$31.4M 3,385,644 +43,503 +1%
UBS AM
23
UBS AM
Illinois
$30.3M 3,690,224 – –
Franklin Resources
24
Franklin Resources
California
$28.2M 3,050,058 +788,836 +35%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$28.1M 3,029,621 +97,631 +3%
1
2 3 4 5