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, Q1 2024
Institutional positions in Medical Properties Trust Inc as of Mar 31, 2024. 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
- 510
- −36 vs. Q4 2023
- Shares held
- 425.9M
- −3.90M (−0.9%) vs. Q4 2023
- Total value
- $2.00B
- −$112.0M (−5.3%) vs. Q4 2023
- New holders
- 71
- 183 more added
- Sold out
- 107
- 189 more reduced
8 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Medical Properties Trust Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kayne Anderson Rudnick Investment Management LLC | 0 | $1 | 0.00% | −23−100.0% | Reduced |
| Hexagon Capital Partners LLC | 1 | $3 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1 | $5 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2 | $8 | 0.00% | +2 | Added |
| Hollencrest Capital Management | 2 | $11 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 16 | $75 | 0.00% | +16 | New |
| MV Capital Management, Inc. | 42 | $198 | 0.00% | +42 | New |
| New England Capital Financial Advisors LLC | 50 | $236 | 0.00% | +2+4.2% | Added |
| Abound Wealth Management | 56 | $264 | 0.00% | +56 | New |
| Householder Group Estate & Retirement Specialist, LLC | 75 | $353 | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 96 | $473 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 112 | $527 | 0.00% | −3,150−96.6% | Reduced |
| Caitlin John, LLC | 126 | $594 | 0.00% | +5+4.1% | Added |
| Scarborough Advisors, LLC | 129 | $607 | 0.00% | +5+4.0% | Added |
| Parkside Financial Bank & Trust | 160 | $753 | 0.00% | −140−46.7% | Reduced |
| Delta Asset Management LLC | 166 | $780 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 200 | $902 | 0.00% | −300−60.0% | Reduced |
| HM Payson & Co | 200 | $940 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 200 | $940 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 200 | $940 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 200 | $940 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 400 | $1.00K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 233 | $1.10K | 0.00% | +9+4.0% | Added |
| Rosenberg Matthew Hamilton | 250 | $1.13K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 240 | $1.13K | 0.00% | +204+566.7% | Added |
| Winch Advisory Services, LLC | 246 | $1.16K | 0.00% | +10+4.2% | Added |
| Venturi Wealth Management, LLC | 250 | $1.18K | 0.00% | −100−28.6% | Reduced |
| Front Row Advisors LLC | 250 | $1.18K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 250 | $1.18K | 0.00% | +250 | New |
| Farmers & Merchants Investments Inc | 260 | $1.22K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 276 | $1.30K | 0.00% | +276 | New |
| Cedar Mountain Advisors, LLC | 295 | $1.39K | 0.00% | +295 | New |
| Spire Wealth Management | 298 | $1.40K | 0.00% | −2,029−87.2% | Reduced |
| Salem Investment Counselors Inc | 305 | $1.43K | 0.00% | +12+4.1% | Added |
| Prestige Wealth Management Group LLC | 342 | $1.61K | 0.00% | +279+442.9% | Added |
| Ameliora Wealth Management Ltd. | 400 | $1.88K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 414 | $1.94K | 0.00% | +17+4.3% | Added |
| Valley National Advisers Inc | 500 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 362 | $2.02K | 0.00% | +362 | New |
| Archer Investment Corp | 454 | $2.13K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 500 | $2.35K | 0.00% | −330−39.8% | Reduced |
| First Command Advisory Services, Inc. | 500 | $2.35K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 560 | $2.63K | 0.00% | −249−30.8% | Reduced |
| Financial Avengers, Inc. | 584 | $2.63K | 0.00% | +23+4.1% | Added |
| Riggs Asset Managment Co. Inc. | 613 | $2.88K | 0.00% | +96+18.6% | Added |
| Cornerstone Planning Group LLC | 636 | $3.10K | 0.00% | +177+38.6% | Added |
| FinTrust Capital Advisors, LLC | 676 | $3.18K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 720 | $3.38K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 739 | $3.47K | 0.00% | +739 | New |
| Massmutual Trust Co FSB | 744 | $3.50K | 0.00% | −707−48.7% | Reduced |
| Ramirez Asset Management, Inc. | 800 | $3.76K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 782 | $4.00K | 0.00% | +256+48.7% | Added |
| Proequities, Inc. | 892 | $4.19K | 0.00% | +23+2.6% | Added |
| Assetmark, Inc | 1,000 | $4.70K | 0.00% | +1,000 | New |
| Caldwell Sutter Capital, Inc. | 1,042 | $4.89K | 0.00% | +42+4.2% | Added |
| Cherry Tree Wealth Management, LLC | 1,182 | $5.56K | 0.00% | +1,182 | New |
| Armstrong Advisory Group, Inc | 1,133 | $5.56K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,300 | $5.88K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1,336 | $6.28K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,350 | $6.34K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,350 | $6.34K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,400 | $6.58K | 0.00% | −617−30.6% | Reduced |
| Versant Capital Management, Inc | 1,490 | $7.00K | 0.00% | +1,203+419.2% | Added |
| Arlington Trust Co LLC | 1,500 | $7.05K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,570 | $7.38K | 0.00% | −2,190−58.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,666 | $7.83K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,700 | $7.99K | 0.00% | −134,206−98.7% | Reduced |
| Covestor Ltd | 1,738 | $8.00K | 0.01% | −23,619−93.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,745 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 1,833 | $8.62K | 0.00% | +570+45.1% | Added |
| Whittier Trust Co | 1,860 | $8.74K | 0.00% | +1,500+416.7% | Added |
| Macroview Investment Management LLC | 1,936 | $9.10K | 0.01% | +105+5.7% | Added |
| Qube Research & Technologies Ltd | 1,957 | $9.20K | 0.00% | −3,565,332−99.9% | Reduced |
| Founders Capital Management | 2,000 | $9.40K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,017 | $9.48K | 0.00% | +1,500+290.1% | Added |
| TD Waterhouse Canada Inc. | 2,200 | $9.48K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 2,350 | $11.0K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 2,368 | $11.1K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 3,000 | $14.1K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 3,000 | $14.1K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 3,130 | $14.7K | 0.00% | −5,329−63.0% | Reduced |
| Cutler Group LP | 3,229 | $15.0K | 0.01% | −92,742−96.6% | Reduced |
| CIBC Private Wealth Group, LLC | 3,350 | $15.1K | 0.00% | +3,350 | New |
| NVWM, LLC | 3,314 | $15.6K | 0.00% | +5+0.2% | Added |
| IFP Advisors, Inc | 3,388 | $15.9K | 0.00% | −6,866−67.0% | Reduced |
| Rise Advisors, LLC | 3,404 | $16.0K | 0.01% | +3,404 | New |
| Capital Advisors, Ltd. LLC | 3,500 | $16.0K | 0.00% | +3,500 | New |
| Quent Capital, LLC | 3,616 | $17.0K | 0.00% | +260+7.7% | Added |
| IAG Wealth Partners, LLC | 3,616 | $17.0K | 0.00% | +2,064+133.0% | Added |
| Umb Bank N A | 3,919 | $18.4K | 0.00% | +3,919 | New |
| Thompson Investment Management, Inc. | 4,000 | $18.8K | 0.00% | +4,000 | New |
| Beaird Harris Wealth Management, LLC | 4,091 | $19.2K | 0.00% | +1,558+61.5% | Added |
| Huntington National Bank | 4,393 | $20.6K | 0.00% | +1,811+70.1% | Added |
| EverSource Wealth Advisors, LLC | 4,621 | $21.3K | 0.00% | −1,087−19.0% | Reduced |
| First Manhattan Co | 4,700 | $22.1K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 5,063 | $23.8K | 0.01% | +2,763+120.1% | Added |
| Farther Finance Advisors, LLC | 5,295 | $23.9K | 0.00% | −1,821−25.6% | Reduced |
| City State Bank | 5,020 | $24.0K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 5,656 | $26.6K | 0.01% | +2,845+101.2% | Added |
| Optimum Investment Advisors | 6,000 | $28.2K | 0.01% | 00.0% | Unchanged |