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, Q4 2023
Institutional positions in Medical Properties Trust Inc as of Dec 31, 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
- 554
- +17 vs. Q3 2023
- Shares held
- 430.5M
- −24.5M (−5.4%) vs. Q3 2023
- Total value
- $2.12B
- −$367.2M (−14.8%) vs. Q3 2023
- New holders
- 104
- 177 more added
- Sold out
- 87
- 207 more reduced
7 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Medical Properties Trust Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Householder Group Estate & Retirement Specialist, LLC | 75 | $0 | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 50 | $0 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 0 | $1 | 0.00% | 0 | New |
| Hexagon Capital Partners LLC | 1 | $3 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1 | $5 | 0.00% | −125−99.2% | Reduced |
| Hollencrest Capital Management | 2 | $11 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 13 | $40 | 0.00% | +13 | New |
| Kayne Anderson Rudnick Investment Management LLC | 23 | $114 | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 0 | $140 | 0.00% | −1,100−100.0% | Reduced |
| Bruce G. Allen Investments, LLC | 36 | $177 | 0.00% | +36 | New |
| New England Capital Financial Advisors LLC | 48 | $237 | 0.00% | +1+2.1% | Added |
| Prestige Wealth Management Group LLC | 63 | $319 | 0.00% | +63 | Added |
| Anchor Investment Management, LLC | 84 | $410 | 0.00% | +84 | New |
| Signature Resources Capital Management, LLC | 96 | $473 | 0.00% | +96 | New |
| FSC Wealth Advisors, LLC | 100 | $491 | 0.00% | +100 | New |
| Caitlin John, LLC | 121 | $607 | 0.00% | +121 | New |
| Scarborough Advisors, LLC | 124 | $609 | 0.00% | +124 | New |
| McIlrath & Eck, LLC | 150 | $737 | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 166 | $815 | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 174 | $854 | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 200 | $982 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 200 | $982 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 200 | $982 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 200 | $982 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 200 | $982 | 0.00% | +89+80.2% | Added |
| NBC Securities, Inc. | 400 | $1.00K | 0.00% | −1,835−82.1% | Reduced |
| Lazard Asset Management LLC | 221 | $1.00K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 224 | $1.10K | 0.00% | +6+2.8% | Added |
| Winch Advisory Services, LLC | 236 | $1.16K | 0.00% | +6+2.6% | Added |
| Rosenberg Matthew Hamilton | 250 | $1.23K | 0.00% | −120−32.4% | Reduced |
| SRS Capital Advisors, Inc. | 254 | $1.25K | 0.00% | +254 | New |
| Front Row Advisors LLC | 250 | $1.26K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 260 | $1.28K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 287 | $1.41K | 0.00% | +212+282.7% | Added |
| Parkside Financial Bank & Trust | 300 | $1.47K | 0.00% | −499−62.5% | Reduced |
| Salem Investment Counselors Inc | 293 | $1.48K | 0.00% | +9+3.2% | Added |
| Venturi Wealth Management, LLC | 350 | $1.72K | 0.00% | +100+40.0% | Added |
| Brown Brothers Harriman & Co | 352 | $1.73K | 0.00% | +352 | New |
| Whittier Trust Co | 360 | $1.77K | 0.00% | −63−14.9% | Reduced |
| Ameliora Wealth Management Ltd. | 400 | $1.96K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 400 | $1.96K | 0.00% | +400 | New |
| Valley National Advisers Inc | 500 | $2.00K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 397 | $2.00K | 0.00% | +397 | New |
| LM Advisors LLC | 418 | $2.05K | 0.00% | +418 | New |
| PSI Advisors, LLC | 427 | $2.10K | 0.00% | +12+2.9% | Added |
| WealthCollab, LLC | 446 | $2.19K | 0.00% | +446 | New |
| Archer Investment Corp | 454 | $2.23K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 459 | $2.25K | 0.00% | +13+2.9% | Added |
| First Command Advisory Services, Inc. | 500 | $2.46K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 500 | $2.46K | 0.00% | +500 | New |
| Riggs Asset Managment Co. Inc. | 517 | $2.54K | 0.00% | +15+3.0% | Added |
| Larson Financial Group LLC | 517 | $2.54K | 0.00% | +11+2.2% | Added |
| M&R Capital Management Inc | 535 | $2.63K | 0.00% | +399+293.4% | Added |
| Financial Avengers, Inc. | 561 | $2.75K | 0.00% | +16+2.9% | Added |
| Bessemer Group Inc | 526 | $3.00K | 0.00% | −3,474−86.9% | Reduced |
| Focused Wealth Management, Inc | 654 | $3.21K | 0.00% | +19+3.0% | Added |
| FinTrust Capital Advisors, LLC | 676 | $3.32K | 0.00% | −1,300−65.8% | Reduced |
| Maryland Capital Advisors Inc. | 700 | $3.44K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 720 | $3.54K | 0.00% | +720 | New |
| Ramirez Asset Management, Inc. | 800 | $3.93K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 809 | $3.97K | 0.00% | +809 | New |
| Ci Investments Inc. | 910 | $4.00K | 0.00% | +7+0.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,300 | $4.03K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 830 | $4.08K | 0.00% | +330+66.0% | Added |
| Proequities, Inc. | 869 | $4.40K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 920 | $4.66K | 0.00% | +920 | New |
| Caldwell Sutter Capital, Inc. | 1,000 | $4.91K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,000 | $4.91K | 0.00% | +913+1,049.4% | Added |
| Raleigh Capital Management Inc. | 1,070 | $5.25K | 0.00% | +240+28.9% | Added |
| Security National Bank | 1,100 | $5.40K | 0.00% | +1,100 | New |
| Natixis | 1,106 | $5.43K | 0.00% | +1,106 | New |
| Armstrong Advisory Group, Inc | 1,133 | $5.56K | 0.00% | −1,800−61.4% | Reduced |
| Bell Investment Advisors, Inc | 1,263 | $6.20K | 0.00% | +250+24.7% | Added |
| Glassman Wealth Services | 1,274 | $6.25K | 0.00% | −191−13.0% | Reduced |
| Nemes Rush Group LLC | 1,336 | $6.56K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,350 | $6.63K | 0.00% | −600−30.8% | Reduced |
| HHM Wealth Advisors, LLC | 1,350 | $6.63K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,451 | $7.12K | 0.00% | +743+104.9% | Added |
| Spire Wealth Management | 2,327 | $7.14K | 0.00% | −1,706−42.3% | Reduced |
| Arlington Partners LLC | 1,500 | $7.37K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 1,500 | $7.37K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 1,552 | $7.62K | 0.00% | +41+2.7% | Added |
| Whittier Trust Co of Nevada Inc | 1,666 | $8.18K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 1,831 | $8.99K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,745 | $9.00K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 2,000 | $9.82K | 0.01% | −1,000−33.3% | Reduced |
| O'Dell Group, LLC | 2,000 | $9.82K | 0.00% | +2,000 | New |
| St Germain D J Co Inc | 2,017 | $9.90K | 0.00% | +2,017 | New |
| Hantz Financial Services, Inc. | 2,001 | $10.0K | 0.00% | +2,001 | New |
| TD Waterhouse Canada Inc. | 2,200 | $11.0K | 0.00% | −385−14.9% | Reduced |
| Carmichael Hill & Associates, Inc. | 2,300 | $11.3K | 0.00% | −1,750−43.2% | Reduced |
| Heritage Wealth Advisors | 2,350 | $11.5K | 0.00% | +2,350 | New |
| Orion Capital Management LLC | 2,368 | $11.6K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 2,500 | $12.3K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 2,533 | $12.4K | 0.00% | +69+2.8% | Added |
| Huntington National Bank | 2,582 | $12.7K | 0.00% | −4,511−63.6% | Reduced |
| Quest Partners LLC | 2,612 | $12.8K | 0.00% | +2,612 | New |
| Quarry LP | 2,811 | $13.8K | 0.01% | −1,519−35.1% | Reduced |
| Oakworth Capital, Inc. | 3,000 | $14.7K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 3,000 | $14.7K | 0.01% | 00.0% | Unchanged |