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 ($2.4m this quarter). Holder counts are more reliable. Shares outstanding: 599.1m as of 2024-02-16, 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 ≈ $4.92. Options: 25 managers hold calls ($93.4m notional), 32 hold puts ($136.6m).
Trends to Q4 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 602 |
| Q4 2022 | 638 |
| Q1 2023 | 632 |
| Q2 2023 | 598 |
| Q3 2023 | 544 |
| Q4 2023 | 555 |
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 |
| Q2 2023 | 309 | 293 |
| Q3 2023 | 218 | 346 |
| Q4 2023 | 256 | 293 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2023 | $132.6m | $361.8m | 2.73 |
| Q2 2023 | $181.1m | $393.7m | 2.17 |
| Q3 2023 | $116.4m | $251.8m | 2.16 |
| Q4 2023 | $93.4m | $136.6m | 1.46 |
Biggest buyers
| MORGAN STANLEY | Added | +10.9m |
| JPMORGAN CHASE & CO | Added | +3.9m |
| Qube Research & Technologies Ltd | Added | +3.6m |
| BlackRock Inc. | Added | +3.0m |
| MILLENNIUM MANAGEMENT LLC | Added | +2.3m |
| BNP PARIBAS FINANCIAL MARKETS | Added | +1.8m |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +1.8m |
| CITIGROUP INC | Added | +1.4m |
| CITADEL ADVISORS LLC | Added | +1.4m |
| COATUE MANAGEMENT LLC | Added | +1.1m |
Biggest sellers
| COHEN & STEERS, INC. | Reduced | -19.1m |
| CARDINAL CAPITAL MANAGEMENT LLC /CT | Sold out | -5.9m |
| Daiwa Securities Group Inc. | Reduced | -4.3m |
| Nuveen Asset Management, LLC | Reduced | -2.4m |
| Advisors Capital Management, LLC | Reduced | -2.0m |
| BANK OF AMERICA CORP /DE/ | Reduced | -1.9m |
| Heitman Real Estate Securities LLC | Reduced | -1.9m |
| DEUTSCHE BANK AG\ | Reduced | -1.7m |
| Balyasny Asset Management L.P. | Reduced | -1.4m |
| ALLIANCEBERNSTEIN L.P. | Reduced | -1.4m |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $20.2m4.1m shares |
| CITIGROUP INC | Reduced | $17.3m3.5m shares |
| SIMPLEX TRADING, LLC | Added | $10.1m2.1m shares |
| CITADEL ADVISORS LLC | Reduced | $8.4m1.7m shares |
| Alta Fundamental Advisers LLC | Reduced | $8.2m950.0k shares |
| GROUP ONE TRADING LLC | Added | $6.1m1.2m shares |
| JANE STREET GROUP, LLC | Added | $5.3m1.1m shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $3.5m704.5k shares |
| GTS SECURITIES LLC | Reduced | $2.8m578.0k shares |
| Walleye Trading LLC | Added | $2.6m537.6k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $33.5m6.8m shares |
| CITIGROUP INC | Added | $13.3m2.7m shares |
| CARRONADE CAPITAL MANAGEMENT, LP | Reduced | $12.3m2.5m shares |
| Schonfeld Strategic Advisors LLC | Unchanged | $10.8m2.2m shares |
| CITADEL ADVISORS LLC | Reduced | $9.8m2.0m shares |
| GROUP ONE TRADING LLC | Reduced | $7.6m1.6m shares |
| Balyasny Asset Management L.P. | Reduced | $7.4m1.5m shares |
| SIMPLEX TRADING, LLC | Added | $7.0m1.4m shares |
| JANE STREET GROUP, LLC | Reduced | $5.0m1.0m shares |
| Squarepoint Ops LLC | New | $3.9m786.0k 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 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 |
|---|---|---|---|---|---|
| Q1 2022 | 0 | — | 2 | $13.2m | — |
| Q2 2022 | 0 | — | 1 | $6.0m | — |
| Q3 2022 | 0 | — | 0 | — | — |
| Q4 2022 | 0 | — | 0 | — | — |
| Q1 2023 | 0 | — | 0 | — | — |
| Q2 2023 | 0 | — | 0 | — | — |
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
None reported in Q4 2023.
Holders, Q4 2023
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.01% of their portfolio | 86.0m $422.1m | Reduced -863.9k |
| BlackRock Inc. 0.01% of their portfolio | 71.9m $353.2m | Added +3.0m |
| STATE STREET CORP 0.01% of their portfolio | 34.0m $171.8m | Added +441.6k |
| COHEN & STEERS, INC. 0.23% of their portfolio | 23.2m $114.1m | Reduced -19.1m |
| MORGAN STANLEY 0.00% of their portfolio | 16.9m $83.2m | Added +10.9m |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 12.4m $61.4m | Added +424.2k |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC 0.56% of their portfolio | 10.2m $50.3m | Reduced -727.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 9.1m $44.5m | Added +448.1k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 7.9m $38.7m | Reduced -536.7k |
| COATUE MANAGEMENT LLC 0.14% of their portfolio | 6.8m $33.4m | Added +1.1m |
| MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio | 6.7m $32.8m | Added +2.3m |
| Bank of New York Mellon Corp 0.01% of their portfolio | 6.3m $30.8m | Reduced -1.1m |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 6.0m $29.6m | Added +3.9m |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC 1.05% of their portfolio | 5.4m $26.5m | Added +329.2k |
| NORGES BANK 0.00% of their portfolio | 5.2m $25.7m | Reduced -915.5k |
| Legal & General Group Plc 0.01% of their portfolio | 5.2m $25.4m | Added +314.8k |
| Daiwa Securities Group Inc. 0.15% of their portfolio | 4.7m $23.3m | Reduced -4.3m |
| Sumitomo Mitsui Trust Group, Inc. 0.02% of their portfolio | 4.5m $22.3m | Added +228.7k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 4.5m $22.2m | Reduced -586.3k |
| Balyasny Asset Management L.P. 0.06% of their portfolio | 4.1m $20.0m | Reduced -1.4m |
| Qube Research & Technologies Ltd 0.04% of their portfolio | 3.6m $17.5m | Added +3.6m |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 3.2m $15.8m | Added +1.4m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 3.0m $15.0m | Reduced -31.2k |
| LSV ASSET MANAGEMENT 0.03% of their portfolio | 2.8m $13.8m | Reduced -44.7k |
| Invesco Ltd. 0.00% of their portfolio | 2.5m $12.2m | Reduced -342.8k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 2.3m $11.2m | Reduced -1.7m |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 2.2m $10.8m | Reduced -8.1k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.02% of their portfolio | 2.2m $10.7m | Added +1.8m |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 2.2m $10.6m | Added +1.8m |
| AQR CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 2.0m $10.0m | Reduced -218.4k |
| BARCLAYS PLC 0.01% of their portfolio | 2.0m $9.8m | Added +735.2k |
| CITIGROUP INC 0.01% of their portfolio | 1.9m $9.1m | Added +1.4m |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 1.8m $8.9m | Reduced -43.9k |
| WILSEY ASSET MANAGEMENT INC 1.81% of their portfolio | 1.8m $8.8m | Added +113.3k |
| Connor, Clark & Lunn Investment Management Ltd. 0.04% of their portfolio | 1.6m $7.6m | Reduced -67.4k |
| Heitman Real Estate Securities LLC 0.41% of their portfolio | 1.6m $7.6m | Reduced -1.9m |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 1.5m $7.4m | Added +274.7k |
| UBS Group AG 0.00% of their portfolio | 1.4m $6.9m | Added +783.7k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 1.4m $6.7m | Reduced -88.6k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 1.3m $6.6m | Added +211.7k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 1.2m $6.1m | Reduced -849.0k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 1.2m $5.8m | Reduced -2.4m |
| Swiss National Bank 0.00% of their portfolio | 1.2m $5.8m | Reduced -135.8k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 1.2m $5.7m | Added +81.2k |
| California Public Employees Retirement System 0.00% of their portfolio | 1.1m $5.6m | Reduced -33.8k |
| LPL Financial LLC 0.00% of their portfolio | 1.1m $5.5m | Reduced -155.9k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.02% of their portfolio | 1.1m $5.4m | Added +8.4k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 1.1m $5.2m | Reduced -1.4m |
| Weiss Multi-Strategy Advisers LLC 0.13% of their portfolio | 1.0m $5.1m | Reduced -554.5k |
| CAPITAL FUND MANAGEMENT S.A. 0.06% of their portfolio | 1.0m $4.9m | Added +662.9k |
| Miller Value Partners, LLC 2.89% of their portfolio | 991.0k $4.9m | Added +365.0k |
| State of New Jersey Common Pension Fund D 0.02% of their portfolio | 978.2k $4.8m | Added +192.9k |
| Mirae Asset Global Investments Co., Ltd. 0.01% of their portfolio | 933.7k $4.6m | Reduced -64.2k |
| Asset Management One Co., Ltd. 0.02% of their portfolio | 921.6k $4.7m | Reduced -20.3k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 905.4k $4.4m | Added +700.6k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 892.1k $4.4m | Added +303.1k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 890.1k $4.4m | Added +8.1k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 870.2k $4.3m | Reduced -1.9m |
| SEI INVESTMENTS CO 0.01% of their portfolio | 864.7k $4.2m | Reduced -1.0m |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 0.08% of their portfolio | 850.1k $4.2m | Unchanged |
| AMERICAN INTERNATIONAL GROUP, INC. 0.02% of their portfolio | 809.1k $4.0m | Reduced -34.0k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 801.9k $3.9m | Added +255.5k |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 799.8k $3.9m | Reduced -22.4k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 755.4k $3.7m | Reduced -331.7k |
| Presima Securities ULC 0.83% of their portfolio | 753.5k $3.7m | Reduced -18.8k |
| Retirement Systems of Alabama 0.02% of their portfolio | 750.2k $3.7m | Added +3.0k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.01% of their portfolio | 726.1k $3.6m | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 716.7k $3.5m | Reduced -499.4k |
| NOMURA ASSET MANAGEMENT CO LTD 0.01% of their portfolio | 679.6k $3.3m | Added +10.4k |
| Jump Financial, LLC 0.11% of their portfolio | 670.6k $3.3m | Added +568.3k |
| Mitsubishi UFJ Trust & Banking Corp 0.01% of their portfolio | 658.5k $3.2m | Added +612.6k |
| State of Tennessee, Department of Treasury 0.01% of their portfolio | 647.9k $3.2m | Reduced -224.6k |
| Squarepoint Ops LLC 0.01% of their portfolio | 640.1k $3.1m | Added +42.6k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 636.3k $3.1m | Reduced -28.4k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 592.4k $2.9m | Reduced -458 |
| DARK FOREST CAPITAL MANAGEMENT LP 0.43% of their portfolio | 588.7k $2.9m | New |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 584.1k $2.9m | Reduced -56.3k |
| ACADIAN ASSET MANAGEMENT LLC 0.01% of their portfolio | 573.2k $2.8m | Added +559.2k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 540.0k $2.7m | Unchanged |
| Aberdeen Group plc 0.01% of their portfolio | 527.1k $2.6m | Added +401.9k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 522.5k $2.6m | Reduced -347.5k |
| TEXAS PERMANENT SCHOOL FUND CORP 0.02% of their portfolio | 516.4k $2.5m | Added +9.2k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 511.5k $2.5m | Reduced -106.6k |
| M&G INVESTMENT MANAGEMENT LTD 0.01% of their portfolio | 502.9k $2.5m | Unchanged |
| STOREBRAND ASSET MANAGEMENT AS 0.01% of their portfolio | 474.5k $2.3m | Reduced -10.0k |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 460.0k $2.3m | Reduced -33.5k |
| Robeco Institutional Asset Management B.V. 0.01% of their portfolio | 457.9k $2.2m | Reduced -262.8k |
| GUGGENHEIM CAPITAL LLC 0.02% of their portfolio | 426.2k $2.1m | Reduced -29.4k |
| Schonfeld Strategic Advisors LLC 0.02% of their portfolio | 417.3k $2.0m | Added +346.7k |
| Amundi 0.00% of their portfolio | 401.5k $1.5m | Reduced -65.6k |
| Adams Asset Advisors, LLC 0.26% of their portfolio | 392.1k $1.9m | Added +68.3k |
| GROUP ONE TRADING LLC 0.06% of their portfolio | 390.5k $1.9m | New |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 386.6k $1.9m | Reduced -295.3k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio | 378.9k $1.9m | Added +18.9k |
| AMALGAMATED BANK 0.01% of their portfolio | 376.8k $1.9m | Added +3.3k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 370.9k $1.8m | Added +31.5k |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 370.2k $1.8m | Reduced -18.8k |
| LAKE STREET PRIVATE WEALTH, LLC 0.29% of their portfolio | 369.6k $1.8m | Added +5.0k |
| WOLVERINE ASSET MANAGEMENT LLC 0.03% of their portfolio | 363.8k $1.8m | Added +168.7k |
| Allianz Asset Management GmbH 0.00% of their portfolio | 363.3k $1.8m | Added +10.0k |