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 ($3.5m this quarter). Holder counts are more reliable. Shares outstanding: 598.3m as of 2023-05-05, 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 ≈ $8.34. Options: 23 managers hold calls ($132.6m notional), 41 hold puts ($361.8m).
Trends to Q1 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 602 |
| Q4 2022 | 638 |
| Q1 2023 | 632 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 351 | 260 |
| Q1 2023 | 337 | 282 |
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 |
| Q1 2023 | $132.6m | $361.8m | 2.73 |
Biggest buyers
| CITADEL ADVISORS LLC | Added | +2.9m |
| Man Group plc | New | +2.3m |
| Boundary Creek Advisors LP | New | +2.1m |
| Robeco Institutional Asset Management B.V. | Added | +1.6m |
| NORGES BANK | Added | +1.4m |
| Point72 Asset Management, L.P. | New | +1.1m |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +1.0m |
| NOMURA HOLDINGS INC | Added | +1.0m |
| Allspring Global Investments Holdings, LLC | Added | +924.6k |
| FRANKLIN RESOURCES INC | Added | +797.1k |
Biggest sellers
| PRINCIPAL FINANCIAL GROUP INC | Reduced | -12.3m |
| Bank of New York Mellon Corp | Reduced | -5.3m |
| Sarasin & Partners LLP | Reduced | -4.6m |
| JPMORGAN CHASE & CO | Reduced | -4.6m |
| MILLENNIUM MANAGEMENT LLC | Sold out | -3.8m |
| Balyasny Asset Management L.P. | Reduced | -3.3m |
| NEUBERGER BERMAN GROUP LLC | Reduced | -3.0m |
| Man Group plc | Sold out | -2.9m |
| PRUDENTIAL FINANCIAL INC | Reduced | -2.9m |
| Qube Research & Technologies Ltd | Reduced | -2.6m |
Biggest calls
| CITADEL ADVISORS LLC | Added | $31.3m3.8m shares |
| CITIGROUP INC | New | $26.5m3.2m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $21.7m2.6m shares |
| JANE STREET GROUP, LLC | Reduced | $10.3m1.3m shares |
| SIMPLEX TRADING, LLC | Added | $9.6m1.2m shares |
| CastleKnight Management LP | New | $7.4m900.0k shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $5.3m647.3k shares |
| GROUP ONE TRADING LLC | Reduced | $5.1m620.8k shares |
| WOLVERINE TRADING, LLC | Added | $3.7m463.7k shares |
| D. E. Shaw & Co., Inc. | New | $2.3m273.9k shares |
Biggest puts
| Deer Park Road Corp | Added | $49.3m6.0m shares |
| CITADEL ADVISORS LLC | Added | $45.9m5.6m shares |
| Boundary Creek Advisors LP | Added | $37.1m4.5m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $26.2m3.2m shares |
| NOMURA HOLDINGS INC | Added | $21.9m2.7m shares |
| JANE STREET GROUP, LLC | Added | $20.9m2.5m shares |
| JPMORGAN CHASE & CO | Added | $20.6m2.5m shares |
| SIMPLEX TRADING, LLC | Reduced | $20.0m2.4m shares |
| GROUP ONE TRADING LLC | Reduced | $19.9m2.4m shares |
| BANK OF AMERICA CORP /DE/ | Added | $13.8m1.7m 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 Q1 2023
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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q1 2023 | 0 | — | 0 | — | — |
None reported in Q1 2023.
Holders, Q1 2023
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.02% of their portfolio | 88.7m $729.1m | Added +637.8k |
| BlackRock Inc. 0.02% of their portfolio | 72.9m $599.1m | Reduced -524.5k |
| STATE STREET CORP 0.02% of their portfolio | 36.4m $309.8m | Added +11.2k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 12.7m $104.2m | Reduced -5.3m |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 11.5m $95.4m | Added +1.0m |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC 1.09% of their portfolio | 11.1m $90.9m | Reduced -11.4k |
| MORGAN STANLEY 0.01% of their portfolio | 9.3m $76.3m | Added +356.8k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 8.5m $70.2m | Added +534.4k |
| PRINCIPAL FINANCIAL GROUP INC 0.05% of their portfolio | 7.8m $63.9m | Reduced -12.3m |
| CARDINAL CAPITAL MANAGEMENT LLC /CT 1.94% of their portfolio | 6.7m $54.8m | Added +751.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 6.5m $53.4m | Added +155.4k |
| Legal & General Group Plc 0.02% of their portfolio | 5.9m $48.1m | Reduced -92.9k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 5.7m $47.1m | Reduced -9.4k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 4.7m $38.6m | Reduced -629.0k |
| Sumitomo Mitsui Trust Group, Inc. 0.03% of their portfolio | 4.7m $38.5m | Added +588.0k |
| NORGES BANK 0.01% of their portfolio | 4.5m $37.4m | Added +1.4m |
| LSV ASSET MANAGEMENT 0.08% of their portfolio | 4.4m $35.9m | Added +11.8k |
| Balyasny Asset Management L.P. 0.11% of their portfolio | 4.2m $34.9m | Reduced -3.3m |
| NFJ INVESTMENT GROUP, LLC 0.88% of their portfolio | 4.0m $32.9m | Reduced -720.7k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 3.9m $31.8m | Added +489.9k |
| Heitman Real Estate Securities LLC 1.59% of their portfolio | 3.8m $31.6m | Added +161.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 3.7m $30.3m | Added +54.7k |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC 1.09% of their portfolio | 3.3m $27.5m | Added +545.0k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 3.2m $26.4m | Added +484.8k |
| CITADEL ADVISORS LLC 0.03% of their portfolio | 3.2m $26.3m | Added +2.9m |
| Invesco Ltd. 0.01% of their portfolio | 3.0m $24.8m | Added +667.5k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 2.9m $24.1m | Reduced -4.6m |
| Robeco Institutional Asset Management B.V. 0.06% of their portfolio | 2.6m $21.5m | Added +1.6m |
| Alyeska Investment Group, L.P. 0.19% of their portfolio | 2.6m $21.3m | Added +724.3k |
| Swiss National Bank 0.01% of their portfolio | 2.4m $19.5m | Reduced -58.7k |
| Man Group plc 0.07% of their portfolio | 2.3m $19.1m | New |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 2.3m $18.6m | Added +797.1k |
| MARSHALL WACE, LLP 0.04% of their portfolio | 2.2m $18.3m | Reduced -1.8m |
| AQR CAPITAL MANAGEMENT LLC 0.04% of their portfolio | 2.1m $16.9m | Added +27.3k |
| Boundary Creek Advisors LP 7.79% of their portfolio | 2.1m $17.2m | New |
| Border to Coast Pensions Partnership Ltd 0.42% of their portfolio | 1.9m $15.6m | Reduced -750.0k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 1.9m $15.3m | Reduced -22.3k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 1.8m $14.9m | Reduced -286.2k |
| BARCLAYS PLC 0.02% of their portfolio | 1.8m $14.6m | Reduced -248.9k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 1.7m $14.2m | Reduced -11.8k |
| VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio | 1.6m $13.4m | Added +396.5k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 1.6m $13.4m | Reduced -408.4k |
| Qube Research & Technologies Ltd 0.08% of their portfolio | 1.6m $13.3m | Reduced -2.6m |
| Advisors Capital Management, LLC 0.33% of their portfolio | 1.5m $12.7m | Added +775.7k |
| Sarasin & Partners LLP 0.18% of their portfolio | 1.5m $34.3m | Reduced -4.6m |
| LPL Financial LLC 0.01% of their portfolio | 1.4m $11.6m | Added +68.9k |
| WILSEY ASSET MANAGEMENT INC 2.48% of their portfolio | 1.3m $11.0m | Added +417.6k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 1.3m $10.4m | Added +420.5k |
| STRS OHIO 0.02% of their portfolio | 1.2m $10.2m | Added +782.9k |
| CANADA LIFE ASSURANCE Co 0.02% of their portfolio | 1.2m $9.8m | Added +180.9k |
| Asset Management One Co., Ltd. 0.04% of their portfolio | 1.2m $9.7m | Added +15.2k |
| California Public Employees Retirement System 0.01% of their portfolio | 1.2m $9.6m | Reduced -186.3k |
| Allspring Global Investments Holdings, LLC 0.02% of their portfolio | 1.2m $9.6m | Added +924.6k |
| CITIGROUP INC 0.01% of their portfolio | 1.2m $9.5m | Added +649.9k |
| Presima Securities ULC 2.67% of their portfolio | 1.1m $9.4m | Reduced -82.5k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.04% of their portfolio | 1.1m $9.0m | Added +94.9k |
| Point72 Asset Management, L.P. 0.03% of their portfolio | 1.1m $8.7m | New |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 1.1m $8.7m | Reduced -85.3k |
| MACQUARIE GROUP LTD 0.01% of their portfolio | 1.0m $8.6m | Added +61.7k |
| NOMURA HOLDINGS INC 0.08% of their portfolio | 1.0m $8.5m | Added +1.0m |
| GROUP ONE TRADING LLC 0.40% of their portfolio | 1.0m $8.5m | Added +592.7k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 1.0m $8.4m | Reduced -10.3k |
| Amundi 0.00% of their portfolio | 1.0m $8.1m | Added +301.1k |
| CREDIT SUISSE AG/ 0.01% of their portfolio | 956.7k $7.9m | Added +90.5k |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 935.3k $7.7m | Reduced -1.4m |
| AMERICAN INTERNATIONAL GROUP, INC. 0.05% of their portfolio | 924.2k $7.6m | Reduced -7.1k |
| Connor, Clark & Lunn Investment Management Ltd. 0.04% of their portfolio | 901.9k $7.4m | Reduced -78.5k |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 0.12% of their portfolio | 850.1k $7.0m | Added +117.0k |
| Parallax Volatility Advisers, L.P. 0.24% of their portfolio | 841.1k $6.9m | Added +638.1k |
| Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio | 840.1k $6.9m | Added +117.7k |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 798.3k $6.6m | Added +95.8k |
| NOMURA ASSET MANAGEMENT CO LTD 0.03% of their portfolio | 788.5k $6.5m | Added +15.2k |
| Retirement Systems of Alabama 0.03% of their portfolio | 782.6k $6.4m | Reduced -5.5k |
| Capital Investment Advisors, LLC 0.19% of their portfolio | 773.9k $6.4m | Added +195.1k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 747.5k $6.1m | Added +73.9k |
| State of New Jersey Common Pension Fund D 0.02% of their portfolio | 730.4k $6.0m | Added +116.2k |
| UBS Group AG 0.00% of their portfolio | 711.2k $5.8m | Reduced -1.6m |
| Miller Value Partners, LLC 0.35% of their portfolio | 687.0k $5.6m | Added +105.0k |
| COHEN & STEERS, INC. 0.01% of their portfolio | 667.5k $5.5m | New |
| NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio | 666.9k $5.5m | Reduced -3.0m |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 660.1k $5.4m | Added +601.6k |
| WORLDQUANT MILLENNIUM ADVISORS LLC 0.10% of their portfolio | 654.6k $5.4m | Reduced -821.3k |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.09% of their portfolio | 654.4k $5.4m | Reduced -115.3k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 651.5k $5.4m | Reduced -3.1k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 648.8k $5.3m | Added +36.1k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 646.7k $1.9m | Added +342.9k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 639.4k $5.3m | Added +135.3k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 620.3k $5.1m | Reduced -382.6k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 618.7k $5.1m | Reduced -323.0k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 602.8k $5.0m | Reduced -44.2k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 596.9k $4.9m | Reduced -4.6k |
| GUGGENHEIM CAPITAL LLC 0.04% of their portfolio | 590.2k $4.9m | Added +39.8k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 566.4k $4.7m | Unchanged |
| Janney Montgomery Scott LLC 0.02% of their portfolio | 565.6k $4.6m | Added +64.5k |
| COMMERCE BANK 0.03% of their portfolio | 541.6k $4.5m | Reduced -4.1k |
| Walleye Capital LLC 0.09% of their portfolio | 538.9k $4.4m | New |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 537.6k $8.4m | Reduced -2.9m |
| TEXAS PERMANENT SCHOOL FUND CORP 0.04% of their portfolio | 536.7k $4.4m | Added +134.7k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.01% of their portfolio | 525.5k $4.3m | Added +28.7k |
| STOREBRAND ASSET MANAGEMENT AS 0.02% of their portfolio | 487.8k $4.0m | Added +350.8k |