MEDICAL PPTYS TRUST INC MPT
COM · REIT · CUSIP 58463J304 · ISIN US58463J3041
Real estate investment trust
- SectorReal estate
- IndustryReal Estate Investment Trusts
- HeadquartersBirmingham, AL
- Websitemedicalpropertiestrust.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($21.8m this quarter). Holder counts are more reliable. Shares outstanding: 598.0m as of 2022-11-04, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $11.17. Options: 25 managers hold calls ($121.7m notional), 39 hold puts ($460.4m).
Trends to Q4 2022
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 602 |
| Q4 2022 | 638 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $83.4m | $406.2m | 4.87 |
| Q4 2022 | $121.7m | $460.4m | 3.78 |
Biggest buyers
| JPMORGAN CHASE & CO | Added | +4.8m |
| Balyasny Asset Management L.P. | Added | +3.6m |
| PRUDENTIAL FINANCIAL INC | Added | +3.0m |
| Man Group plc | New | +2.9m |
| BlackRock Inc. | Added | +2.9m |
| Qube Research & Technologies Ltd | Added | +2.8m |
| PRINCIPAL FINANCIAL GROUP INC | Added | +2.3m |
| Alyeska Investment Group, L.P. | Added | +1.4m |
| MORGAN STANLEY | Added | +1.4m |
| AQR CAPITAL MANAGEMENT LLC | Added | +1.1m |
Biggest sellers
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -12.3m |
| GOLDMAN SACHS GROUP INC | Reduced | -5.5m |
| MARSHALL WACE, LLP | Reduced | -3.1m |
| AMERIPRISE FINANCIAL INC | Reduced | -2.1m |
| Cubist Systematic Strategies, LLC | Sold out | -1.6m |
| ExodusPoint Capital Management, LP | Sold out | -1.5m |
| UBS Group AG | Reduced | -1.3m |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC | Reduced | -1.0m |
| Cinctive Capital Management LP | Sold out | -953.6k |
| Chiron Investment Management, LLC | Sold out | -827.7k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $29.8m2.7m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $27.4m2.5m shares |
| JANE STREET GROUP, LLC | Added | $16.5m1.5m shares |
| GROUP ONE TRADING LLC | Added | $11.9m1.1m shares |
| SIMPLEX TRADING, LLC | Added | $10.9m980.1k shares |
| WS MANAGEMENT LLLP | Reduced | $4.5m400.0k shares |
| Oasis Management Co Ltd. | New | $4.5m400.0k shares |
| WOLVERINE TRADING, LLC | Added | $3.9m346.5k shares |
| Walleye Trading LLC | Added | $2.6m232.1k shares |
| Twin Tree Management, LP | Unchanged | $2.3m210.3k shares |
Biggest puts
| Point72 Asset Management, L.P. | Added | $51.2m4.6m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $47.5m4.3m shares |
| GROUP ONE TRADING LLC | Added | $41.2m3.7m shares |
| CITADEL ADVISORS LLC | Added | $39.9m3.6m shares |
| Boundary Creek Advisors LP | New | $38.9m3.5m shares |
| SIMPLEX TRADING, LLC | Added | $31.3m2.8m shares |
| Valiant Capital Management, L.P. | Added | $30.6m2.8m shares |
| CITIGROUP INC | Added | $29.1m2.6m shares |
| Deer Park Road Corp | Reduced | $22.3m2.0m shares |
| JPMORGAN CHASE & CO | Reduced | $20.0m1.8m shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution -1.6 pts · filed 2025-10-17 | 11.5% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 7.2% |
| He Zhengxu 13G · institution -0.2 pts · filed 2026-01-06 | 6.9% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales in Q4 2022
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2021 | 0 | — | 0 | — | — |
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 0 | — | — |
| Q1 2022 | 0 | — | 2 | $13.2m | — |
| Q2 2022 | 0 | — | 1 | $6.0m | — |
| Q3 2022 | 0 | — | 0 | — | — |
| Q4 2022 | 0 | — | 0 | — | — |
None reported in Q4 2022.
Holders, Q4 2022
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.03% of their portfolio | 88.1m $980.9m | Added +606.6k |
| BlackRock Inc. 0.03% of their portfolio | 73.4m $817.8m | Added +2.9m |
| STATE STREET CORP 0.02% of their portfolio | 36.4m $416.0m | Added +954.3k |
| PRINCIPAL FINANCIAL GROUP INC 0.17% of their portfolio | 20.0m $223.3m | Added +2.3m |
| Bank of New York Mellon Corp 0.05% of their portfolio | 18.0m $200.5m | Added +925.3k |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC 1.44% of their portfolio | 11.1m $123.3m | Added +349.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 10.4m $116.1m | Added +205.3k |
| MORGAN STANLEY 0.01% of their portfolio | 8.9m $99.4m | Added +1.4m |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 8.0m $89.2m | Added +47.6k |
| Balyasny Asset Management L.P. 0.30% of their portfolio | 7.6m $84.3m | Added +3.6m |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 7.5m $83.8m | Added +4.8m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 6.3m $70.6m | Added +270.7k |
| Sarasin & Partners LLP 0.89% of their portfolio | 6.1m $68.0m | Reduced -507.5k |
| Legal & General Group Plc 0.03% of their portfolio | 5.9m $66.2m | Added +22.6k |
| CARDINAL CAPITAL MANAGEMENT LLC /CT 2.13% of their portfolio | 5.9m $65.9m | Added +325.6k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 5.7m $64.0m | Reduced -204.0k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 5.3m $59.3m | Added +554.4k |
| NFJ INVESTMENT GROUP, LLC 1.38% of their portfolio | 4.7m $52.6m | Added +877.9k |
| LSV ASSET MANAGEMENT 0.11% of their portfolio | 4.4m $48.5m | Added +268.4k |
| Qube Research & Technologies Ltd 0.28% of their portfolio | 4.2m $47.0m | Added +2.8m |
| Sumitomo Mitsui Trust Group, Inc. 0.04% of their portfolio | 4.1m $45.7m | Reduced -806.4k |
| MARSHALL WACE, LLP 0.12% of their portfolio | 4.0m $44.8m | Reduced -3.1m |
| MILLENNIUM MANAGEMENT LLC 0.05% of their portfolio | 3.8m $41.9m | Reduced -464.3k |
| Heitman Real Estate Securities LLC 2.18% of their portfolio | 3.7m $41.0m | Added +772.3k |
| NEUBERGER BERMAN GROUP LLC 0.04% of their portfolio | 3.6m $40.6m | Added +604.5k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% of their portfolio | 3.6m $40.5m | Added +122.6k |
| PRUDENTIAL FINANCIAL INC 0.06% of their portfolio | 3.4m $37.9m | Added +3.0m |
| ALLIANCEBERNSTEIN L.P. 0.02% of their portfolio | 3.4m $37.7m | Added +723.3k |
| NORGES BANK 0.01% of their portfolio | 3.1m $34.6m | Reduced -396.7k |
| Man Group plc 0.12% of their portfolio | 2.9m $32.6m | New |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC 1.28% of their portfolio | 2.8m $31.2m | Reduced -1.0m |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 2.7m $30.3m | Reduced -396.6k |
| Border to Coast Pensions Partnership Ltd 0.95% of their portfolio | 2.6m $29.5m | Reduced -100.0k |
| Swiss National Bank 0.02% of their portfolio | 2.4m $27.0m | Reduced -175.0k |
| RAYMOND JAMES & ASSOCIATES 0.02% of their portfolio | 2.4m $26.3m | Reduced -109.2k |
| Invesco Ltd. 0.01% of their portfolio | 2.4m $26.2m | Reduced -584.5k |
| UBS Group AG 0.01% of their portfolio | 2.3m $25.9m | Reduced -1.3m |
| AQR CAPITAL MANAGEMENT LLC 0.05% of their portfolio | 2.1m $23.5m | Added +1.1m |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 2.1m $23.3m | Added +241.1k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 2.0m $22.7m | Added +163.6k |
| BARCLAYS PLC 0.02% of their portfolio | 2.0m $22.6m | First filing |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 1.9m $21.0m | Added +58.2k |
| Alyeska Investment Group, L.P. 0.22% of their portfolio | 1.9m $20.8m | Added +1.4m |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 1.7m $19.3m | Reduced -2.1m |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 1.7m $19.1m | Reduced -5.5m |
| GUARDIAN CAPITAL LP 0.57% of their portfolio | 1.5m $17.3m | Reduced -21.6k |
| WORLDQUANT MILLENNIUM ADVISORS LLC 0.37% of their portfolio | 1.5m $16.4m | Added +395.2k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 1.5m $16.3m | Added +778.6k |
| California Public Employees Retirement System 0.01% of their portfolio | 1.4m $15.2m | Reduced -9.2k |
| LPL Financial LLC 0.01% of their portfolio | 1.3m $14.9m | Added +81.3k |
| VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio | 1.2m $13.8m | Added +203.9k |
| Presima Securities ULC 3.94% of their portfolio | 1.2m $13.7m | Added +47.1k |
| Asset Management One Co., Ltd. 0.06% of their portfolio | 1.2m $13.1m | Added +29.9k |
| BNP PARIBAS FINANCIAL MARKETS 0.03% of their portfolio | 1.1m $12.7m | Reduced -22.0k |
| Callodine Capital Management, LP 3.56% of their portfolio | 1.1m $11.8m | Added +175.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 1.0m $11.5m | Added +35.3k |
| Robeco Institutional Asset Management B.V. 0.03% of their portfolio | 1.0m $11.5m | Added +735.4k |
| CANADA LIFE ASSURANCE Co 0.03% of their portfolio | 1.0m $11.3m | Added +66.7k |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 1.0m $11.2m | Added +209.6k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.05% of their portfolio | 1.0m $11.2m | Reduced -235.3k |
| Connor, Clark & Lunn Investment Management Ltd. 0.06% of their portfolio | 980.4k $10.9m | Added +692.2k |
| MACQUARIE GROUP LTD 0.01% of their portfolio | 978.6k $10.9m | Added +138.3k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 941.7k $10.5m | Added +549.6k |
| AMERICAN INTERNATIONAL GROUP, INC. 0.07% of their portfolio | 931.3k $10.4m | Reduced -13.9k |
| WILSEY ASSET MANAGEMENT INC 2.44% of their portfolio | 918.9k $10.2m | Added +88.4k |
| CREDIT SUISSE AG/ 0.01% of their portfolio | 866.2k $9.6m | Added +18.5k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 841.5k $9.4m | Reduced -372.3k |
| Retirement Systems of Alabama 0.04% of their portfolio | 788.2k $8.8m | Added +4.0k |
| NOMURA ASSET MANAGEMENT CO LTD 0.05% of their portfolio | 773.3k $8.6m | Added +54.8k |
| Advisors Capital Management, LLC 0.23% of their portfolio | 771.3k $8.6m | Added +18.1k |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.14% of their portfolio | 769.8k $8.6m | Added +2.7k |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 0.14% of their portfolio | 733.1k $8.2m | Added +180.6k |
| Raymond James Financial Services Advisors, Inc. 0.02% of their portfolio | 722.4k $8.0m | Added +350.2k |
| Amundi 0.00% of their portfolio | 702.5k $9.1m | Added +10.0k |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 702.5k $7.8m | Reduced -142.5k |
| Zimmer Partners, LP 0.16% of their portfolio | 700.0k $7.8m | New |
| SEI INVESTMENTS CO 0.02% of their portfolio | 673.6k $7.5m | Reduced -60.2k |
| Waterfront Capital Partners, LLC 0.61% of their portfolio | 664.9k $7.4m | New |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 654.6k $7.3m | Reduced -593.0k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.02% of their portfolio | 646.9k $7.2m | Added +272.9k |
| State of New Jersey Common Pension Fund D 0.03% of their portfolio | 614.2k $6.8m | Reduced -382.2k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 612.7k $6.8m | Added +68.4k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 601.5k $6.7m | Added +229 |
| FMR LLC 0.00% of their portfolio | 594.2k $6.6m | Added +417.3k |
| Miller Value Partners, LLC 0.42% of their portfolio | 582.0k $6.5m | Added +250.0k |
| Capital Investment Advisors, LLC 0.20% of their portfolio | 578.8k $6.4m | Added +119.3k |
| Squarepoint Ops LLC 0.04% of their portfolio | 573.8k $6.4m | Reduced -267.1k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.02% of their portfolio | 566.4k $6.3m | Added +2.7k |
| GUGGENHEIM CAPITAL LLC 0.05% of their portfolio | 550.4k $6.1m | Reduced -238.3k |
| COMMERCE BANK 0.05% of their portfolio | 545.7k $6.1m | Added +371.6k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio | 537.4k $6.0m | Added +218.8k |
| CITIGROUP INC 0.01% of their portfolio | 510.9k $5.7m | Reduced -188.3k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 504.0k $5.6m | Added +5.7k |
| Janney Montgomery Scott LLC 0.02% of their portfolio | 501.1k $5.6m | Added +29.8k |
| TRUIST FINANCIAL CORP 0.01% of their portfolio | 497.3k $5.5m | Reduced -56.7k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.02% of their portfolio | 496.8k $5.7m | Added +50.2k |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.07% of their portfolio | 491.2k $5.5m | Added +10.0k |
| GATEWAY INVESTMENT ADVISERS LLC 0.07% of their portfolio | 479.3k $5.3m | Added +11.0k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% of their portfolio | 472.4k $5.3m | Added +213.1k |
| EVERGREEN CAPITAL MANAGEMENT LLC 0.25% of their portfolio | 468.5k $5.3m | Added +40.0k |