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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, Q3 2024

Institutional positions in Medical Properties Trust Inc as of Sep 30, 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
508
+13 vs. Q2 2024
Shares held
381.7M
+90.5M (+31.1%) vs. Q2 2024
Total value
$2.23B
+$968.6M (+76.8%) vs. Q2 2024
New holders
68
148 more added
Sold out
55
209 more reduced

7 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2024: 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.

Institutional holdersQ3 2024: 508 institutions
Q1 2021: 550 institutionsQ2 2021: 559 institutionsQ3 2021: 565 institutionsQ4 2021: 635 institutionsQ1 2022: 606 institutionsQ2 2022: 605 institutionsQ3 2022: 601 institutionsQ4 2022: 640 institutionsQ1 2023: 632 institutionsQ2 2023: 598 institutionsQ3 2023: 544 institutionsQ4 2023: 554 institutionsQ1 2024: 510 institutionsQ2 2024: 502 institutionsQ3 2024: 508 institutionsQ4 2024: 469 institutionsQ1 2025: 471 institutionsQ2 2025: 476 institutionsQ3 2025: 463 institutionsQ4 2025: 487 institutionsQ1 2026: 494 institutionsQ2 2026: 490 institutions
Value heldQ3 2024: $2.23B
Q1 2021: $10.2BQ2 2021: $9.58BQ3 2021: $9.75BQ4 2021: $11.5BQ1 2022: $10.2BQ2 2022: $7.37BQ3 2022: $5.76BQ4 2022: $5.46BQ1 2023: $3.74BQ2 2023: $4.30BQ3 2023: $2.49BQ4 2023: $2.12BQ1 2024: $2.00BQ2 2024: $1.66BQ3 2024: $2.23BQ4 2024: $1.44BQ1 2025: $2.12BQ2 2025: $1.50BQ3 2025: $1.70BQ4 2025: $1.73BQ1 2026: $1.60BQ2 2026: $1.68B
Institutions holding MPT and their total value by quarter
QuarterHoldersValue
Q2 2026490$1.68B
Q1 2026494$1.60B
Q4 2025487$1.73B
Q3 2025463$1.70B
Q2 2025476$1.50B
Q1 2025471$2.12B
Q4 2024469$1.44B
Q3 2024508$2.23B
Q2 2024502$1.66B
Q1 2024510$2.00B
Q4 2023554$2.12B
Q3 2023544$2.49B
Q2 2023598$4.30B
Q1 2023632$3.74B
Q4 2022640$5.46B
Q3 2022601$5.76B
Q2 2022605$7.37B
Q1 2022606$10.2B
Q4 2021635$11.5B
Q3 2021565$9.75B
Q2 2021559$9.58B
Q1 2021550$10.2B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Medical Properties Trust Inc; share changes are against Q2 2024.

Institutions holding MPT in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Pacific Sun Financial Corp17,024$99.6K0.05%−100−0.6%Reduced
Accel Wealth Management17,026$99.6K0.04%−328−1.9%Reduced
Commons Capital, LLC17,317$101.3K0.11%−653−3.6%Reduced
Greenleaf Trust17,645$103.2K0.00%−4,122−18.9%Reduced
Zacks Investment Management17,707$103.6K0.00%+17,707New
Profund Advisors LLC17,739$103.8K0.00%+868+5.1%Added
Fifth Third Wealth Advisors LLC17,949$105.0K0.01%+153+0.9%Added
Collective Family Office LLC18,000$105.3K0.03%−900−4.8%Reduced
Quarry LP18,030$105.5K0.03%+17,078+1,793.9%Added
Schnieders Capital Management LLC18,200$106.5K0.02%+1,100+6.4%Added
Beacon Financial Advisory LLC18,713$109.5K0.04%+1,523+8.9%Added
KBC Group NV18,796$110.0K0.00%00.0%Unchanged
Kendall Capital Management19,375$113.3K0.03%−2,500−11.4%Reduced
Oppenheimer & Co Inc19,500$114.1K0.00%−3,176−14.0%Reduced
CWM, LLC19,995$117.0K0.00%+1,482+8.0%Added
Stratos Wealth Partners, LTD.20,477$119.8K0.00%+1,260+6.6%Added
Prosperity Financial Group, Inc.20,508$120.0K0.07%+1,096+5.6%Added
Grant/GrossMendelsohn, LLC20,686$121.0K0.05%+10,450+102.1%Added
Teamwork Financial Advisors, LLC21,280$124.5K0.02%−9,376−30.6%Reduced
Regent Peak Wealth Advisors LLC21,322$124.7K0.03%+21,322New
Founders Financial Alliance, LLC21,363$125.0K0.03%+695+3.4%Added
Integrated Wealth Concepts LLC21,404$125.2K0.00%+5,099+31.3%Added
Ellevest, Inc.22,275$130.3K0.01%−459−2.0%Reduced
Lee Danner & Bass Inc22,640$132.0K0.01%00.0%Unchanged
FIL Ltd22,674$132.6K0.00%−3,735−14.1%Reduced
Raymond James Trust N.A.22,757$133.1K0.00%−4,288−15.9%Reduced
SeaCrest Wealth Management, LLC23,018$134.7K0.01%−883−3.7%Reduced
MML Investors Services, LLC23,187$136.0K0.00%+137+0.6%Added
Summit Financial, LLC23,122$137.1K0.01%−2,905−11.2%Reduced
Colony Group, LLC23,583$138.0K0.00%−4,390−15.7%Reduced
Cresset Asset Management, LLC23,282$138.0K0.00%−4,378−15.8%Reduced
Sterling Capital Management LLC23,603$138.1K0.00%+23,603New
Mirae Asset Global Investments Co., Ltd.23,342$138.9K0.00%+6,037+34.9%Added
Belpointe Asset Management LLC23,757$139.0K0.01%−159−0.7%Reduced
Storebrand Asset Management AS23,953$140.1K0.00%−35,512−59.7%Reduced
Sigma Planning Corp24,253$141.9K0.00%−661−2.7%Reduced
Wetherby Asset Management Inc24,503$143.3K0.01%−1,831−7.0%Reduced
National Asset Management, Inc.24,775$144.9K0.00%−4,493−15.4%Reduced
Sanctuary Advisors, LLC33,758$145.5K0.00%+21,379+172.7%Added
Diversified Trust Co25,569$149.6K0.00%−18,777−42.3%Reduced
Steward Partners Investment Advisory, LLC25,620$149.9K0.00%−2,910−10.2%Reduced
Wedbush Securities Inc25,583$150.0K0.01%−1,245−4.6%Reduced
Tower Research Capital LLC (TRC)25,876$151.4K0.00%−108,638−80.8%Reduced
Summit Trail Advisors, LLC25,611$151.7K0.00%+25,611New
Southeast Asset Advisors Inc.26,048$152.4K0.02%+872+3.5%Added
GeoWealth Management, LLC26,051$152.4K0.01%+6,941+36.3%Added
Shelton Capital Management26,341$154.1K0.00%00.0%Unchanged
Scotia Capital Inc.26,370$154.3K0.00%+445+1.7%Added
Jones Financial Companies LLLP26,358$156.8K0.00%+15,850+150.8%Added
Demars Financial Group, LLC27,166$158.9K0.07%−2,352−8.0%Reduced
Norinchukin Bank, The27,174$159.0K0.00%−270−1.0%Reduced
D. E. Shaw & Co., Inc.27,280$159.6K0.00%+27,280New
Merit Financial Group, LLC27,399$160.3K0.00%−747−2.7%Reduced
Shufro Rose & Co LLC37,500$161.6K0.01%00.0%Unchanged
Fulcrum Capital LLC27,700$162.0K0.04%−18,500−40.0%Reduced
Corebridge Financial, Inc.27,998$163.8K0.00%−1,814−6.1%Reduced
AE Wealth Management LLC28,076$164.2K0.00%+7,902+39.2%Added
Sequoia Financial Advisors, LLC28,149$164.7K0.00%+1,974+7.5%Added
Journey Strategic Wealth LLC28,195$164.9K0.01%−4,781−14.5%Reduced
MetLife Investment Management28,609$167.4K0.00%−351−1.2%Reduced
Coldstream Capital Management Inc29,149$170.5K0.00%−3,877−11.7%Reduced
Shell Asset Management Co29,992$175.0K0.01%+29,992New
Hoxton Planning & Management, LLC31,426$183.8K0.07%−12,872−29.1%Reduced
Prime Capital Investment Advisors, LLC31,763$185.8K0.00%−147−0.5%Reduced
Engineers Gate Manager LP31,962$187.0K0.00%−35,773−52.8%Reduced
Quantinno Capital Management LP31,992$187.2K0.00%+8,338+35.2%Added
Sage Rhino Capital LLC32,457$189.9K0.04%−2,564−7.3%Reduced
Utah Retirement Systems32,679$191.2K0.00%00.0%Unchanged
Arrow Investment Advisors, LLC33,790$197.7K0.18%+3,828+12.8%Added
Scientech Research LLC33,821$197.9K0.04%+7,260+27.3%Added
Schonfeld Strategic Advisors LLC34,328$200.8K0.00%+6,519+23.4%Added
HB Wealth Management, LLC34,419$201.4K0.00%+21,133+159.1%Added
Wealth Enhancement Advisory Services, LLC34,509$201.9K0.00%−2,822−7.6%Reduced
Two Sigma Securities, LLC35,337$206.7K0.02%+12,558+55.1%Added
Bartlett & Co. Wealth Management LLC36,100$214.1K0.00%+15,000+71.1%Added
SEI Investments Co36,814$215.3K0.00%−38,471−51.1%Reduced
Greenland Capital Management LP37,756$220.9K0.04%00.0%Unchanged
Xponance, Inc.37,921$221.8K0.00%+12,515+49.3%Added
Carnegie Lake Advisors LLC37,935$222.0K0.09%+37,935New
MCF Advisors LLC39,345$230.2K0.02%+39,345New
Quadrant Capital Group LLC39,368$230.3K0.02%−9,504−19.4%Reduced
Welch Group, LLC39,725$232.4K0.01%+21,029+112.5%Added
United Services Automobile Association39,733$232.4K0.01%−8,224−17.1%Reduced
Guggenheim Capital LLC39,876$233.3K0.00%−200,744−83.4%Reduced
Sittner & Nelson, LLC40,000$234.0K0.10%+40,000New
GWM Advisors LLC40,200$235.2K0.00%+8,572+27.1%Added
Kestra Private Wealth Services, LLC40,618$240.9K0.00%+5,575+15.9%Added
Vanderbilt University41,696$243.9K0.05%00.0%Unchanged
Ballentine Partners, LLC44,047$257.7K0.00%−1,183−2.6%Reduced
Signaturefd, LLC44,348$259.4K0.00%−7,342−14.2%Reduced
Atlas Capital Advisors LLC44,372$259.6K0.04%+44,372New
Stablepoint Partners, LLC45,513$266.3K0.05%−3,419−7.0%Reduced
Parallel Advisors, LLC45,749$267.6K0.01%+4,375+10.6%Added
Avantax Advisory Services, Inc.45,797$267.9K0.00%+512+1.1%Added
Nissay Asset Management Corp47,292$276.7K0.00%+3,896+9.0%Added
QRG Capital Management, Inc.47,599$278.5K0.00%−19,675−29.2%Reduced
Connor, Clark & Lunn Investment Management Ltd.48,349$282.8K0.00%+48,349New
Veriti Management LLC48,819$285.6K0.02%−25,383−34.2%Reduced
Allie Family Office LLC48,650$288.5K0.16%00.0%Unchanged
Evergreen Capital Management LLC49,256$291.8K0.01%−7,269−12.9%Reduced