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 |
|---|---|---|---|---|---|
| Vanderbilt University | 11,751 | $57.7K | 0.01% | +11,751 | New |
| Fox Run Management, L.L.C. | 11,678 | $57.3K | 0.01% | −11,186−48.9% | Reduced |
| NorthRock Partners, LLC | 11,349 | $57.2K | 0.00% | +11,349 | New |
| KCM Investment Advisors LLC | 11,533 | $56.6K | 0.00% | −917−7.4% | Reduced |
| Greenwich Wealth Management LLC | 11,409 | $56.0K | 0.01% | +11,409 | New |
| Moloney Securities Asset Management, LLC | 11,382 | $55.9K | 0.01% | −1,493−11.6% | Reduced |
| Arete Wealth Advisors, LLC | 11,209 | $55.0K | 0.00% | −992−8.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 10,782 | $52.9K | 0.00% | −3,763−25.9% | Reduced |
| L.M. Kohn & Company | 10,572 | $51.9K | 0.02% | −45−0.4% | Reduced |
| Balboa Wealth Partners | 10,544 | $51.8K | 0.02% | −189−1.8% | Reduced |
| Harbour Investments, Inc. | 10,542 | $51.8K | 0.00% | −935−8.1% | 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 |
| Beacon Financial Advisory LLC | 10,455 | $51.3K | 0.02% | −3,130−23.0% | Reduced |
| Harvest Fund Management Co., Ltd | 10,451 | $51.0K | 0.01% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 10,385 | $51.0K | 0.03% | +10,385 | New |
| Sound Income Strategies, LLC | 10,325 | $50.7K | 0.00% | −540−5.0% | Reduced |
| Meridian Wealth Management, LLC | 10,321 | $50.7K | 0.00% | −6,331−38.0% | Reduced |
| QCM Cayman, Ltd. | 10,307 | $50.6K | 2.73% | −8,291−44.6% | Reduced |
| IFP Advisors, Inc | 10,254 | $50.3K | 0.00% | +255+2.6% | Added |
| Principal Securities, Inc. | 10,236 | $50.3K | 0.00% | +10,236 | New |
| Ieq Capital, LLC | 10,206 | $50.1K | 0.00% | +10,206 | New |
| HighPoint Advisor Group LLC | 12,654 | $50.0K | 0.00% | +12,654 | New |
| Enzi Wealth | 14,193 | $49.8K | 0.02% | +14,193 | New |
| We Are One Seven, LLC | 10,125 | $49.7K | 0.00% | −381−3.6% | Reduced |
| Wetherby Asset Management Inc | 10,057 | $49.4K | 0.00% | +10,057 | New |
| RS Crum Inc. | 10,000 | $49.1K | 0.02% | 00.0% | Unchanged |
| Synovus Financial Corp | 10,000 | $49.1K | 0.00% | +10,000 | New |
| Global Retirement Partners, LLC | 14,727 | $47.7K | 0.00% | +1,268+9.4% | Added |
| EntryPoint Capital, LLC | 9,694 | $47.6K | 0.05% | +9,694 | New |
| Newbridge Financial Services Group, Inc. | 8,711 | $42.8K | 0.02% | +1,000+13.0% | Added |
| Cetera Trust Company, N.A | 8,700 | $42.7K | 0.03% | +8,700 | New |
| Geneos Wealth Management Inc. | 8,459 | $41.5K | 0.00% | −38,790−82.1% | Reduced |
| Tucker Asset Management LLC | 7,784 | $38.2K | 0.01% | −190−2.4% | Reduced |
| Coppell Advisory Solutions LLC | 7,539 | $37.0K | 0.01% | −3,185−29.7% | Reduced |
| Ronald Blue Trust, Inc. | 6,639 | $36.0K | 0.00% | +1,924+40.8% | Added |
| Farther Finance Advisors, LLC | 7,116 | $34.9K | 0.00% | +2,483+53.6% | Added |
| Optimum Investment Advisors | 6,000 | $29.5K | 0.01% | −15,886−72.6% | Reduced |
| EverSource Wealth Advisors, LLC | 5,708 | $28.0K | 0.00% | −703−11.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,630 | $27.6K | 0.00% | 00.0% | Unchanged |
| City State Bank | 5,020 | $25.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,089 | $25.0K | 0.00% | +1,199+30.8% | Added |
| First Manhattan Co | 4,700 | $23.1K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 4,131 | $20.3K | 0.00% | +4,131 | New |
| Tradition Wealth Management, LLC | 4,029 | $20.0K | 0.00% | −7,919−66.3% | Reduced |
| Twin Tree Management, LP | 4,031 | $19.8K | 0.00% | −153,758−97.4% | Reduced |
| Allworth Financial LP | 3,760 | $18.5K | 0.00% | +3,332+778.5% | Added |
| Planned Solutions, Inc. | 3,515 | $17.3K | 0.01% | +3,515 | New |
| NVWM, LLC | 3,309 | $16.7K | 0.01% | +2+0.1% | Added |
| Lindbrook Capital, LLC | 3,406 | $16.7K | 0.00% | +2,550+297.9% | Added |
| Quent Capital, LLC | 3,356 | $16.5K | 0.00% | +2,721+428.5% | Added |
| Wolff Wiese Magana LLC | 3,262 | $16.0K | 0.02% | −200−5.8% | Reduced |
| JJJ Advisors Inc. | 3,172 | $15.6K | 0.00% | +3,172 | New |
| 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 |
| Quarry LP | 2,811 | $13.8K | 0.01% | −1,519−35.1% | Reduced |
| Quest Partners LLC | 2,612 | $12.8K | 0.00% | +2,612 | New |
| Huntington National Bank | 2,582 | $12.7K | 0.00% | −4,511−63.6% | Reduced |
| Beaird Harris Wealth Management, LLC | 2,533 | $12.4K | 0.00% | +69+2.8% | Added |
| Brown, Lisle/Cummings, Inc. | 2,500 | $12.3K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 2,368 | $11.6K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 2,350 | $11.5K | 0.00% | +2,350 | New |
| Carmichael Hill & Associates, Inc. | 2,300 | $11.3K | 0.00% | −1,750−43.2% | Reduced |
| TD Waterhouse Canada Inc. | 2,200 | $11.0K | 0.00% | −385−14.9% | Reduced |
| Hantz Financial Services, Inc. | 2,001 | $10.0K | 0.00% | +2,001 | New |
| St Germain D J Co Inc | 2,017 | $9.90K | 0.00% | +2,017 | New |
| 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 |
| Benjamin F. Edwards & Company, Inc. | 1,745 | $9.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 1,831 | $8.99K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,666 | $8.18K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 1,552 | $7.62K | 0.00% | +41+2.7% | Added |
| 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 |
| Spire Wealth Management | 2,327 | $7.14K | 0.00% | −1,706−42.3% | Reduced |
| Massmutual Trust Co FSB | 1,451 | $7.12K | 0.00% | +743+104.9% | Added |
| HHM Wealth Advisors, LLC | 1,350 | $6.63K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,350 | $6.63K | 0.00% | −600−30.8% | Reduced |
| Nemes Rush Group LLC | 1,336 | $6.56K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,274 | $6.25K | 0.00% | −191−13.0% | Reduced |
| Bell Investment Advisors, Inc | 1,263 | $6.20K | 0.00% | +250+24.7% | Added |
| Armstrong Advisory Group, Inc | 1,133 | $5.56K | 0.00% | −1,800−61.4% | Reduced |
| Natixis | 1,106 | $5.43K | 0.00% | +1,106 | New |
| Security National Bank | 1,100 | $5.40K | 0.00% | +1,100 | New |
| Raleigh Capital Management Inc. | 1,070 | $5.25K | 0.00% | +240+28.9% | Added |
| 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 |
| Johnson Financial Group, Inc. | 920 | $4.66K | 0.00% | +920 | New |
| Proequities, Inc. | 869 | $4.40K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 830 | $4.08K | 0.00% | +330+66.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,300 | $4.03K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 910 | $4.00K | 0.00% | +7+0.8% | Added |
| Private Wealth Management Group, LLC | 809 | $3.97K | 0.00% | +809 | New |
| Ramirez Asset Management, Inc. | 800 | $3.93K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 720 | $3.54K | 0.00% | +720 | New |
| Maryland Capital Advisors Inc. | 700 | $3.44K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 676 | $3.32K | 0.00% | −1,300−65.8% | Reduced |
| Focused Wealth Management, Inc | 654 | $3.21K | 0.00% | +19+3.0% | Added |
| Bessemer Group Inc | 526 | $3.00K | 0.00% | −3,474−86.9% | Reduced |
| Financial Avengers, Inc. | 561 | $2.75K | 0.00% | +16+2.9% | Added |