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 |
|---|---|---|---|---|---|
| JJJ Advisors Inc. | 3,172 | $15.6K | 0.00% | +3,172 | New |
| Wolff Wiese Magana LLC | 3,262 | $16.0K | 0.02% | −200−5.8% | Reduced |
| Quent Capital, LLC | 3,356 | $16.5K | 0.00% | +2,721+428.5% | Added |
| Lindbrook Capital, LLC | 3,406 | $16.7K | 0.00% | +2,550+297.9% | Added |
| NVWM, LLC | 3,309 | $16.7K | 0.01% | +2+0.1% | Added |
| Planned Solutions, Inc. | 3,515 | $17.3K | 0.01% | +3,515 | New |
| Allworth Financial LP | 3,760 | $18.5K | 0.00% | +3,332+778.5% | Added |
| Twin Tree Management, LP | 4,031 | $19.8K | 0.00% | −153,758−97.4% | Reduced |
| Tradition Wealth Management, LLC | 4,029 | $20.0K | 0.00% | −7,919−66.3% | Reduced |
| Jones Financial Companies LLLP | 4,131 | $20.3K | 0.00% | +4,131 | New |
| First Manhattan Co | 4,700 | $23.1K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,089 | $25.0K | 0.00% | +1,199+30.8% | Added |
| City State Bank | 5,020 | $25.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,630 | $27.6K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 5,708 | $28.0K | 0.00% | −703−11.0% | Reduced |
| Optimum Investment Advisors | 6,000 | $29.5K | 0.01% | −15,886−72.6% | Reduced |
| Farther Finance Advisors, LLC | 7,116 | $34.9K | 0.00% | +2,483+53.6% | Added |
| Ronald Blue Trust, Inc. | 6,639 | $36.0K | 0.00% | +1,924+40.8% | Added |
| Coppell Advisory Solutions LLC | 7,539 | $37.0K | 0.01% | −3,185−29.7% | Reduced |
| Tucker Asset Management LLC | 7,784 | $38.2K | 0.01% | −190−2.4% | Reduced |
| Geneos Wealth Management Inc. | 8,459 | $41.5K | 0.00% | −38,790−82.1% | Reduced |
| Cetera Trust Company, N.A | 8,700 | $42.7K | 0.03% | +8,700 | New |
| Newbridge Financial Services Group, Inc. | 8,711 | $42.8K | 0.02% | +1,000+13.0% | Added |
| EntryPoint Capital, LLC | 9,694 | $47.6K | 0.05% | +9,694 | New |
| Global Retirement Partners, LLC | 14,727 | $47.7K | 0.00% | +1,268+9.4% | Added |
| RS Crum Inc. | 10,000 | $49.1K | 0.02% | 00.0% | Unchanged |
| Synovus Financial Corp | 10,000 | $49.1K | 0.00% | +10,000 | New |
| Wetherby Asset Management Inc | 10,057 | $49.4K | 0.00% | +10,057 | New |
| We Are One Seven, LLC | 10,125 | $49.7K | 0.00% | −381−3.6% | Reduced |
| Enzi Wealth | 14,193 | $49.8K | 0.02% | +14,193 | New |
| HighPoint Advisor Group LLC | 12,654 | $50.0K | 0.00% | +12,654 | New |
| Ieq Capital, LLC | 10,206 | $50.1K | 0.00% | +10,206 | New |
| Principal Securities, Inc. | 10,236 | $50.3K | 0.00% | +10,236 | New |
| IFP Advisors, Inc | 10,254 | $50.3K | 0.00% | +255+2.6% | Added |
| QCM Cayman, Ltd. | 10,307 | $50.6K | 2.73% | −8,291−44.6% | Reduced |
| Meridian Wealth Management, LLC | 10,321 | $50.7K | 0.00% | −6,331−38.0% | Reduced |
| Sound Income Strategies, LLC | 10,325 | $50.7K | 0.00% | −540−5.0% | Reduced |
| Fortis Capital Advisors, LLC | 10,385 | $51.0K | 0.03% | +10,385 | New |
| Harvest Fund Management Co., Ltd | 10,451 | $51.0K | 0.01% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 10,455 | $51.3K | 0.02% | −3,130−23.0% | Reduced |
| Silvercrest Asset Management Group LLC | 10,500 | $51.6K | 0.00% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 10,500 | $51.6K | 0.02% | +10,500 | New |
| Harbour Investments, Inc. | 10,542 | $51.8K | 0.00% | −935−8.1% | Reduced |
| Balboa Wealth Partners | 10,544 | $51.8K | 0.02% | −189−1.8% | Reduced |
| L.M. Kohn & Company | 10,572 | $51.9K | 0.02% | −45−0.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 10,782 | $52.9K | 0.00% | −3,763−25.9% | Reduced |
| Arete Wealth Advisors, LLC | 11,209 | $55.0K | 0.00% | −992−8.1% | Reduced |
| Moloney Securities Asset Management, LLC | 11,382 | $55.9K | 0.01% | −1,493−11.6% | Reduced |
| Greenwich Wealth Management LLC | 11,409 | $56.0K | 0.01% | +11,409 | New |
| KCM Investment Advisors LLC | 11,533 | $56.6K | 0.00% | −917−7.4% | Reduced |
| NorthRock Partners, LLC | 11,349 | $57.2K | 0.00% | +11,349 | New |
| Fox Run Management, L.L.C. | 11,678 | $57.3K | 0.01% | −11,186−48.9% | Reduced |
| Vanderbilt University | 11,751 | $57.7K | 0.01% | +11,751 | New |
| Summit Trail Advisors, LLC | 11,548 | $58.6K | 0.00% | −3,238−21.9% | Reduced |
| Telemus Capital, LLC | 12,000 | $58.9K | 0.00% | −90−0.7% | Reduced |
| Brown Advisory Inc | 12,000 | $58.9K | 0.00% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 12,000 | $58.9K | 0.00% | +1,100+10.1% | Added |
| Tidemark, LLC | 12,000 | $58.9K | 0.04% | +12,000 | New |
| SMH Capital Advisors Inc | 12,064 | $59.2K | 0.13% | −106−0.9% | Reduced |
| Prospera Financial Services Inc | 12,277 | $60.3K | 0.00% | −2,065−14.4% | Reduced |
| Welch Group, LLC | 12,598 | $61.9K | 0.00% | −12,253−49.3% | Reduced |
| Pathway Financial Advisers, LLC | 12,701 | $62.4K | 0.02% | −1,175−8.5% | Reduced |
| Los Angeles Capital Management LLC | 13,290 | $65.3K | 0.00% | +13,290 | New |
| Vantage Consulting Group Inc | 13,428 | $65.9K | 0.04% | +13,428 | New |
| Ignite Planners, LLC | 13,110 | $66.3K | 0.02% | +47+0.4% | Added |
| Mainsail Asset Management, LLC | 13,770 | $67.6K | 0.06% | +13,770 | New |
| CAPROCK Group, Inc. | 13,765 | $67.7K | 0.00% | +13,765 | New |
| Great Valley Advisor Group, Inc. | 13,803 | $67.8K | 0.00% | +13,803 | New |
| Boston Private Wealth LLC | 13,907 | $68.3K | 0.00% | −29,564−68.0% | Reduced |
| Journey Strategic Wealth LLC | 13,919 | $68.3K | 0.00% | +13,919 | New |
| Sunburst Financial Group, LLC | 14,253 | $70.0K | 0.02% | +104+0.7% | Added |
| Crossmark Global Holdings, Inc. | 14,354 | $70.0K | 0.00% | −826−5.4% | Reduced |
| Great Lakes Advisors, LLC | 14,492 | $71.2K | 0.00% | +14,492 | New |
| Intrua Financial, LLC | 14,578 | $71.6K | 0.01% | −54,013−78.7% | Reduced |
| Parallel Advisors, LLC | 14,672 | $72.0K | 0.00% | +6,571+81.1% | Added |
| Fifth Third Bancorp | 14,936 | $73.3K | 0.00% | −4,098−21.5% | Reduced |
| Abel Hall, LLC | 14,947 | $73.4K | 0.06% | +14,947 | New |
| Creekmur Asset Management LLC | 14,995 | $73.6K | 0.02% | +14,995 | New |
| Private Trust Co NA | 15,538 | $76.3K | 0.01% | −449−2.8% | Reduced |
| Day & Ennis, LLC | 15,625 | $76.7K | 0.03% | 00.0% | Unchanged |
| Leonteq Securities AG | 15,736 | $77.3K | 0.01% | +1,773+12.7% | Added |
| BEAM Asset Management, LLC | 15,775 | $77.5K | 0.05% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 15,863 | $77.9K | 0.01% | 00.0% | Unchanged |
| Sigma Planning Corp | 15,940 | $78.3K | 0.01% | −19,502−55.0% | Reduced |
| United Capital Financial Advisers, LLC | 16,040 | $78.8K | 0.00% | +16,040 | New |
| Atticus Wealth Management, LLC | 16,194 | $79.5K | 0.03% | −9,566−37.1% | Reduced |
| Rpo LLC | 16,374 | $80.4K | 0.13% | +16,374 | New |
| Gateway Investment Advisers LLC | 16,438 | $80.7K | 0.00% | +1,686+11.4% | Added |
| Verdence Capital Advisors LLC | 16,447 | $80.8K | 0.01% | +16,447 | New |
| CIBC Asset Management Inc | 16,516 | $81.1K | 0.00% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 16,550 | $81.3K | 0.00% | −37−0.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 16,596 | $81.5K | 0.00% | +16,596 | New |
| Diversified Trust Co | 16,613 | $81.6K | 0.00% | +16,613 | New |
| Profund Advisors LLC | 16,618 | $81.6K | 0.00% | +403+2.5% | Added |
| RSM US Wealth Management LLC | 16,146 | $82.0K | 0.00% | +16,146 | New |
| Blair William & Co | 16,910 | $83.0K | 0.00% | −980−5.5% | Reduced |
| Anfield Capital Management, LLC | 16,974 | $83.3K | 0.04% | 00.0% | Unchanged |
| Ellevest, Inc. | 17,380 | $85.3K | 0.01% | +17,380 | New |
| SeaCrest Wealth Management, LLC | 24,225 | $86.0K | 0.01% | +2,474+11.4% | Added |
| Waterloo Capital, L.P. | 17,565 | $86.2K | 0.01% | +17,565 | New |