Medical Properties Trust Inc
MPT- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001287865
In the last 90 days, Medical Properties Trust Inc insiders filed 1 open-market purchase and 0 sales; 490 institutions reported holding it in 13F filings for Q2 2026, worth $1.68B in total; Coatue Management is the only superinvestor holding it.
13F holders, Q2 2023
Institutional positions in Medical Properties Trust Inc as of Jun 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 598
- −28 vs. Q1 2023
- Shares held
- 464.5M
- +14.0M (+3.1%) vs. Q1 2023
- Total value
- $4.30B
- +$569.5M (+15.3%) vs. Q1 2023
- New holders
- 73
- 243 more added
- Sold out
- 101
- 191 more reduced
6 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MPT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 490 | $1.68B |
| Q1 2026 | 494 | $1.60B |
| Q4 2025 | 487 | $1.73B |
| Q3 2025 | 463 | $1.70B |
| Q2 2025 | 476 | $1.50B |
| Q1 2025 | 471 | $2.12B |
| Q4 2024 | 469 | $1.44B |
| Q3 2024 | 508 | $2.23B |
| Q2 2024 | 502 | $1.66B |
| Q1 2024 | 510 | $2.00B |
| Q4 2023 | 554 | $2.12B |
| Q3 2023 | 544 | $2.49B |
| Q2 2023 | 598 | $4.30B |
| Q1 2023 | 632 | $3.74B |
| Q4 2022 | 640 | $5.46B |
| Q3 2022 | 601 | $5.76B |
| Q2 2022 | 605 | $7.37B |
| Q1 2022 | 606 | $10.2B |
| Q4 2021 | 635 | $11.5B |
| Q3 2021 | 565 | $9.75B |
| Q2 2021 | 559 | $9.58B |
| Q1 2021 | 550 | $10.2B |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding Medical Properties Trust Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Private Trust Co NA | 3,409 | $31.6K | 0.00% | +120+3.6% | Added |
| Y.D. More Investments Ltd | 3,415 | $31.6K | 0.01% | −1,650−32.6% | Reduced |
| Wolff Wiese Magana LLC | 3,762 | $34.8K | 0.03% | −825−18.0% | Reduced |
| Carmichael Hill & Associates, Inc. | 4,050 | $37.5K | 0.02% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 4,400 | $40.7K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 5,047 | $42.0K | 0.00% | −2,187−30.2% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 4,505 | $42.0K | 0.00% | −85−1.9% | Reduced |
| First Manhattan Co | 4,700 | $43.5K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 4,869 | $45.1K | 0.01% | +45+0.9% | Added |
| Bokf, NA | 4,965 | $46.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 5,020 | $46.0K | 0.02% | +2,480+97.6% | Added |
| Huntington National Bank | 5,133 | $47.5K | 0.00% | +173+3.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,630 | $52.1K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,787 | $53.6K | 0.00% | +1,369+31.0% | Added |
| Leonteq Securities AG | 5,912 | $54.7K | 0.01% | +5,912 | New |
| Bessemer Group Inc | 5,850 | $55.0K | 0.00% | +490+9.1% | Added |
| Spire Wealth Management | 6,156 | $57.0K | 0.00% | +32+0.5% | Added |
| Johnson Midwest Financial, LLC | 6,385 | $59.1K | 0.05% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 6,461 | $59.8K | 0.03% | +325+5.3% | Added |
| Cedar Wealth Management, LLC | 7,000 | $64.8K | 0.03% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 8,023 | $74.3K | 0.01% | +7,614+1,861.6% | Added |
| Allworth Financial LP | 8,137 | $75.3K | 0.00% | +2,972+57.5% | Added |
| Rollins Financial | 10,000 | $92.6K | 0.03% | −1,540−13.3% | Reduced |
| Aureus Asset Management, LLC | 10,000 | $92.6K | 0.01% | 00.0% | Unchanged |
| RS Crum Inc. | 10,000 | $92.6K | 0.03% | 00.0% | Unchanged |
| BancorpSouth Bank | 10,000 | $92.6K | 0.01% | +10,000 | New |
| Future Financial Wealth Managment LLC | 10,000 | $92.6K | 0.10% | +10,000 | New |
| Greenleaf Trust | 10,006 | $92.7K | 0.00% | +10,006 | New |
| Gateway Investment Advisers LLC | 10,106 | $93.6K | 0.00% | +10,106 | New |
| Coppell Advisory Solutions LLC | 10,146 | $93.9K | 0.03% | +110+1.1% | Added |
| Kingsview Wealth Management, LLC | 10,226 | $94.7K | 0.00% | +10,226 | New |
| Modera Wealth Management, LLC | 10,267 | $95.1K | 0.00% | +10,267 | New |
| BOS Asset Management, LLC | 10,285 | $95.2K | 0.07% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 10,293 | $95.3K | 0.00% | +10,293 | New |
| Texas Capital Bank Wealth Management Services Inc | 10,324 | $95.6K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 10,451 | $97.0K | 0.02% | 00.0% | Unchanged |
| Ellevest, Inc. | 10,491 | $97.1K | 0.01% | +1,969+23.1% | Added |
| NewEdge Wealth, LLC | 10,500 | $97.2K | 0.00% | −6,040−36.5% | Reduced |
| WealthTrust Axiom LLC | 10,500 | $97.2K | 0.03% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 10,500 | $97.2K | 0.00% | +10,500 | New |
| L.M. Kohn & Company | 10,550 | $97.7K | 0.04% | −3,124−22.8% | Reduced |
| EverSource Wealth Advisors, LLC | 10,627 | $98.4K | 0.01% | +5,344+101.2% | Added |
| Bridgefront Capital, LLC | 10,731 | $99.4K | 0.05% | +10,731 | New |
| Sound Income Strategies, LLC | 10,746 | $99.5K | 0.01% | +642+6.4% | Added |
| Balboa Wealth Partners | 10,893 | $100.9K | 0.04% | +28+0.3% | Added |
| Meeder Advisory Services, Inc. | 10,970 | $101.6K | 0.01% | +10,970 | New |
| Sanders Morris Harris LLC | 11,230 | $104.0K | 0.02% | 00.0% | Unchanged |
| Bridgeworth, LLC | 11,263 | $104.3K | 0.01% | −1,200−9.6% | Reduced |
| Hoxton Planning & Management, LLC | 11,267 | $104.3K | 0.06% | −5,110−31.2% | Reduced |
| Neo Ivy Capital Management | 11,295 | $105.0K | 0.06% | +11,295 | New |
| Bartlett & Co. LLC | 11,100 | $106.0K | 0.00% | +8,500+326.9% | Added |
| Bartlett & Co. Wealth Management LLC | 11,100 | $106.0K | 0.00% | +8,500+326.9% | Added |
| GWM Advisors LLC | 11,490 | $106.4K | 0.00% | −1,682−12.8% | Reduced |
| MKT Advisors LLC | 10,675 | $107.3K | 0.08% | +275+2.6% | Added |
| Sara-Bay Financial | 11,589 | $107.3K | 0.05% | 00.0% | Unchanged |
| Vanderbilt University | 11,664 | $108.0K | 0.03% | +11,664 | New |
| IFP Advisors, Inc | 9,721 | $108.2K | 0.01% | +77+0.8% | Added |
| Harbour Investments, Inc. | 11,740 | $108.7K | 0.01% | +2,677+29.5% | Added |
| XTX Topco Ltd | 11,978 | $110.9K | 0.02% | −5,214−30.3% | Reduced |
| Global Retirement Partners, LLC | 12,106 | $112.1K | 0.01% | +1,279+11.8% | Added |
| Trinity Legacy Partners, LLC | 12,151 | $112.5K | 0.04% | −3,152−20.6% | Reduced |
| Tradition Wealth Management, LLC | 12,352 | $114.0K | 0.01% | +2,311+23.0% | Added |
| Great Valley Advisor Group, Inc. | 12,291 | $114.0K | 0.00% | +12,291 | New |
| Spirit of America Management Corp | 12,500 | $115.8K | 0.03% | −22,000−63.8% | Reduced |
| Arete Wealth Advisors, LLC | 12,501 | $116.0K | 0.01% | +2,187+21.2% | Added |
| Telemus Capital, LLC | 12,529 | $116.0K | 0.01% | +529+4.4% | Added |
| Buckingham Strategic Wealth, LLC | 12,648 | $117.1K | 0.00% | +826+7.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 12,737 | $118.0K | 0.00% | −85,500−87.0% | Reduced |
| Moloney Securities Asset Management, LLC | 12,776 | $118.3K | 0.02% | +111+0.9% | Added |
| Davenport & Co LLC | 12,782 | $118.4K | 0.00% | −730−5.4% | Reduced |
| KCM Investment Advisors LLC | 12,800 | $118.5K | 0.00% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 12,997 | $120.4K | 0.01% | +372+2.9% | Added |
| RDA Financial Network | 12,999 | $120.4K | 0.05% | 00.0% | Unchanged |
| Marex Group plc | 13,001 | $120.4K | 0.02% | +13,001 | New |
| PFG Advisors | 13,372 | $123.8K | 0.01% | +13,372 | New |
| Beacon Financial Advisory LLC | 13,379 | $123.9K | 0.07% | +13,379 | New |
| Planned Solutions, Inc. | 13,535 | $125.3K | 0.07% | 00.0% | Unchanged |
| Romano Brothers and Company | 13,900 | $128.7K | 0.02% | −2,300−14.2% | Reduced |
| Sunburst Financial Group, LLC | 14,045 | $130.1K | 0.05% | +183+1.3% | Added |
| BDO Wealth Advisors, LLC | 14,076 | $130.3K | 0.01% | −1,132−7.4% | Reduced |
| Moors & Cabot, Inc. | 14,490 | $134.2K | 0.01% | +3,063+26.8% | Added |
| Ignite Planners, LLC | 14,674 | $135.9K | 0.05% | +51+0.3% | Added |
| Quadrant Capital Group LLC | 14,708 | $136.2K | 0.01% | +11,007+297.4% | Added |
| CAPROCK Group, Inc. | 14,275 | $136.3K | 0.01% | +14,275 | New |
| RFG Advisory, LLC | 14,809 | $137.1K | 0.01% | −13,141−47.0% | Reduced |
| CFO4Life Group, LLC | 14,828 | $137.3K | 0.03% | +429+3.0% | Added |
| Sheaff Brock Investment Advisors, LLC | 14,973 | $138.7K | 0.01% | −10,185−40.5% | Reduced |
| Woodmont Investment Counsel LLC | 14,975 | $138.7K | 0.01% | +2,300+18.1% | Added |
| Stanley-Laman Group, Ltd. | 15,000 | $138.9K | 0.02% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 15,033 | $139.2K | 0.02% | +15,033 | New |
| MAI Capital Management | 15,192 | $140.7K | 0.00% | −4,968−24.6% | Reduced |
| Day & Ennis, LLC | 15,309 | $141.8K | 0.05% | +15,309 | New |
| Sawtooth Solutions, LLC | 15,692 | $145.3K | 0.00% | +4,006+34.3% | Added |
| Bleakley Financial Group, LLC | 15,692 | $145.3K | 0.00% | +4,006+34.3% | Added |
| Pitcairn Co | 15,762 | $146.0K | 0.01% | +5,371+51.7% | Added |
| SMH Capital Advisors Inc | 15,716 | $146.0K | 0.32% | −86−0.5% | Reduced |
| Seaport Global Advisors, LLC | 15,835 | $146.6K | 0.43% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 15,863 | $146.9K | 0.03% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 16,000 | $148.2K | 0.01% | −6,000−27.3% | Reduced |
| Wealthcare Advisory Partners LLC | 16,032 | $148.5K | 0.01% | +16,032 | New |