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 |
|---|---|---|---|---|---|
| Stratos Wealth Partners, LTD. | 35,888 | $332.3K | 0.01% | +5,400+17.7% | Added |
| Welch Group, LLC | 36,637 | $339.3K | 0.02% | +864+2.4% | Added |
| Jeppson Wealth Management, LLC | 36,695 | $339.8K | 0.15% | +505+1.4% | Added |
| Cutler Group LP | 37,264 | $345.0K | 0.08% | −3,019−7.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 37,262 | $345.0K | 0.01% | +2,961+8.6% | Added |
| United Services Automobile Association | 38,499 | $356.5K | 0.01% | +1,200+3.2% | Added |
| Avantax Advisory Services, Inc. | 38,655 | $357.9K | 0.00% | +6,195+19.1% | Added |
| Prosperity Financial Group, Inc. | 38,908 | $360.3K | 0.32% | −6,629−14.6% | Reduced |
| National Asset Management, Inc. | 38,159 | $364.4K | 0.01% | +1,842+5.1% | Added |
| New York Life Investment Management LLC | 41,108 | $380.7K | 0.00% | +19,840+93.3% | Added |
| Teamwork Financial Advisors, LLC | 41,152 | $381.1K | 0.06% | +6,350+18.2% | Added |
| Natixis Advisors, L.P. | 41,272 | $382.0K | 0.00% | +13,536+48.8% | Added |
| Parallax Volatility Advisers, L.P. | 41,434 | $383.7K | 0.01% | −799,688−95.1% | Reduced |
| Raymond James Trust N.A. | 41,689 | $386.0K | 0.01% | +468+1.1% | Added |
| Drive Wealth Management, LLC | 40,960 | $391.2K | 0.15% | −474−1.1% | Reduced |
| Keeley-Teton Advisors, LLC | 42,263 | $391.4K | 0.05% | −13,649−24.4% | Reduced |
| Sonora Investment Management Group, LLC | 44,100 | $408.4K | 0.03% | −9,173−17.2% | Reduced |
| Geneos Wealth Management Inc. | 44,267 | $409.9K | 0.02% | +31,203+238.8% | Added |
| Maryland State Retirement & Pension System | 45,336 | $419.8K | 0.01% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 45,700 | $420.0K | 0.01% | −144,500−76.0% | Reduced |
| Capital Market Strategies LLC | 45,850 | $424.6K | 0.39% | +4,100+9.8% | Added |
| Wedbush Securities Inc | 46,058 | $426.0K | 0.02% | +591+1.3% | Added |
| Kendall Capital Management | 46,445 | $430.0K | 0.19% | −4,475−8.8% | Reduced |
| State of Wisconsin Investment Board | 47,306 | $438.1K | 0.00% | −555,463−92.2% | Reduced |
| Abacus Planning Group, Inc. | 48,855 | $452.4K | 0.11% | +48,855 | New |
| Anson Capital, Inc. | 49,061 | $454.3K | 0.84% | +14,642+42.5% | Added |
| Lockheed Martin Investment Management Co | 49,138 | $455.0K | 0.03% | +5,200+11.8% | Added |
| US Bancorp | 49,865 | $461.7K | 0.00% | +19,399+63.7% | Added |
| Allie Family Office LLC | 48,650 | $464.6K | 0.33% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 50,742 | $469.9K | 0.01% | −42,551−45.6% | Reduced |
| Oak Thistle LLC | 51,256 | $474.6K | 0.25% | +51,256 | New |
| Steward Partners Investment Advisory, LLC | 52,077 | $482.2K | 0.01% | +10,371+24.9% | Added |
| Shufro Rose & Co LLC | 53,200 | $492.6K | 0.05% | +4,650+9.6% | Added |
| Securian Asset Management, Inc | 53,298 | $493.5K | 0.01% | −1,253−2.3% | Reduced |
| Samalin Investment Counsel, LLC | 54,941 | $508.8K | 0.28% | +11,792+27.3% | Added |
| Keybank National Association | 56,064 | $519.2K | 0.00% | −1,946−3.4% | Reduced |
| Bristlecone Advisors, LLC | 56,560 | $523.7K | 0.05% | +7,819+16.0% | Added |
| DnB Asset Management AS | 57,103 | $528.8K | 0.00% | −69,806−55.0% | Reduced |
| Affiance Financial, LLC | 57,230 | $530.0K | 0.26% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 57,581 | $533.2K | 0.01% | +57,581 | New |
| Mutual Advisors, LLC | 57,739 | $534.7K | 0.02% | +6,228+12.1% | Added |
| First Republic Investment Management, Inc. | 58,220 | $539.1K | 0.00% | +39,808+216.2% | Added |
| Coulter & Justus Financial Services, LLC | 58,498 | $541.7K | 0.37% | +2,114+3.7% | Added |
| LMR Partners LLP | 59,800 | $553.7K | 0.01% | +59,800 | New |
| All Season Financial Advisors, Inc. | 59,947 | $555.1K | 0.50% | +59,947 | New |
| Beacon Investment Advisors LLC | 60,143 | $556.9K | 0.38% | −7,125−10.6% | Reduced |
| Kovack Advisors, Inc. | 60,180 | $557.3K | 0.07% | +6,485+12.1% | Added |
| Venture Visionary Partners LLC | 61,223 | $566.9K | 0.03% | +4,130+7.2% | Added |
| Edmp, Inc. | 61,712 | $571.5K | 0.54% | +28,852+87.8% | Added |
| MML Investors Services, LLC | 63,152 | $585.0K | 0.00% | +15,744+33.2% | Added |
| Quantitative Investment Management, LLC | 64,453 | $596.0K | 0.06% | +64,453 | New |
| Fagan Associates, Inc. | 64,685 | $599.0K | 0.15% | −588−0.9% | Reduced |
| Toronto Dominion Bank | 64,684 | $599.0K | 0.00% | −172,115−72.7% | Reduced |
| Penserra Capital Management LLC | 64,986 | $601.0K | 0.01% | +23,761+57.6% | Added |
| Guild Investment Management, Inc. | 63,600 | $607.0K | 0.85% | +700+1.1% | Added |
| Dark Forest Capital Management LP | 65,850 | $609.8K | 0.06% | +65,850 | New |
| Federated Hermes, Inc. | 66,731 | $617.9K | 0.00% | −1,270−1.9% | Reduced |
| Triumph Capital Management | 65,340 | $624.9K | 0.28% | +65,340 | New |
| Nissay Asset Management Corp | 67,801 | $627.8K | 0.01% | −63,899−48.5% | Reduced |
| National Bank of Canada | 67,958 | $628.6K | 0.00% | −5,242−7.2% | Reduced |
| Jefferies Financial Group Inc. | 68,392 | $633.3K | 0.01% | +45,175+194.6% | Added |
| Level Four Advisory Services, LLC | 68,607 | $635.3K | 0.04% | +2,174+3.3% | Added |
| Public Employees Retirement Association of Colorado | 72,478 | $671.0K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 72,693 | $673.1K | 0.01% | −7,087−8.9% | Reduced |
| BerganKDV Wealth Management, LLC | 73,114 | $677.0K | 0.07% | +3,445+4.9% | Added |
| Tower Research Capital LLC (TRC) | 73,323 | $679.0K | 0.02% | −25,228−25.6% | Reduced |
| Ergoteles LLC | 74,298 | $688.0K | 0.03% | +74,298 | New |
| Virginia Retirement Systems Et Al | 74,630 | $691.1K | 0.01% | 00.0% | Unchanged |
| Allstate Corp | 75,237 | $696.7K | 0.04% | +75,237 | New |
| Truist Financial Corp | 76,285 | $706.4K | 0.00% | −20,349−21.1% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 76,558 | $708.9K | 0.05% | +10,616+16.1% | Added |
| Arrowstreet Capital, Limited Partnership | 76,548 | $709.0K | 0.00% | +76,548 | New |
| Allspring Global Investments Holdings, LLC | 76,722 | $710.4K | 0.00% | −1,086,321−93.4% | Reduced |
| Acadian Asset Management LLC | 76,985 | $712.0K | 0.00% | +64,174+500.9% | Added |
| Intrua Financial, LLC | 78,669 | $728.5K | 0.13% | +1,404+1.8% | Added |
| Voya Investment Management LLC | 80,549 | $745.9K | 0.00% | −96,199−54.4% | Reduced |
| Ethic Inc. | 82,973 | $768.3K | 0.03% | +1,234+1.5% | Added |
| Bard Associates Inc | 80,872 | $772.0K | 0.30% | −1,000−1.2% | Reduced |
| Squarepoint Ops LLC | 84,378 | $781.3K | 0.00% | −276,825−76.6% | Reduced |
| Belpointe Asset Management LLC | 84,768 | $785.0K | 0.08% | −31,833−27.3% | Reduced |
| Pictet & Cie (Europe) SA | 88,115 | $815.9K | 0.03% | +88,115 | New |
| 1832 Asset Management L.P. | 88,503 | $819.5K | 0.00% | +9,317+11.8% | Added |
| Impax Asset Management Group plc | 89,686 | $830.5K | 0.00% | +27,136+43.4% | Added |
| Caption Management, LLC | 90,000 | $833.4K | 0.15% | −91,700−50.5% | Reduced |
| Bayesian Capital Management, LP | 90,900 | $841.7K | 0.09% | +55,100+153.9% | Added |
| M&T Bank Corp | 91,297 | $845.4K | 0.00% | −1,592−1.7% | Reduced |
| Connecticut Wealth Management, LLC | 91,869 | $850.7K | 0.06% | +4,417+5.1% | Added |
| Neuberger Berman Group LLC | 92,228 | $854.0K | 0.00% | −574,681−86.2% | Reduced |
| Lincoln National Corp | 92,453 | $856.1K | 0.02% | +2,277+2.5% | Added |
| Quantbot Technologies LP | 92,622 | $857.7K | 0.06% | +92,622 | New |
| Gabelli Funds LLC | 92,837 | $859.7K | 0.01% | −7,163−7.2% | Reduced |
| Greenland Capital Management LP | 93,296 | $863.9K | 0.12% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 94,881 | $878.6K | 0.11% | −14,777−13.5% | Reduced |
| Sigma Planning Corp | 95,229 | $881.8K | 0.03% | +272+0.3% | Added |
| AXS Investments LLC | 96,243 | $891.2K | 0.24% | −56,450−37.0% | Reduced |
| Invst, LLC | 98,969 | $916.5K | 0.13% | −2,769−2.7% | Reduced |
| Handelsbanken Fonder AB | 99,752 | $924.0K | 0.00% | 00.0% | Unchanged |
| WS Management LLLP | 100,000 | $926.0K | 0.13% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 100,381 | $929.5K | 0.85% | −305−0.3% | Reduced |
| Community Bank of Raymore | 100,520 | $930.8K | 0.40% | +5,430+5.7% | Added |