Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Medical Properties Trust Inc (MPW)

489 + Investors. Track Smart Money conviction in MPW. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
2Q ▲
Buyers last Q
51%

Smart Money Signals — MPW

Based on 494 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added MPW than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 89% of 3.0Y peak

89% of all-time peak
494 funds currently hold this stock — 89% of the 3.0-year high of 554 funds (reached 2023 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding MPW is almost the same as a year ago (+15 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 51% buying

244 buying232 selling
Last quarter: 244 funds bought or added vs 232 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-15 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 55 → 64 → 90 → 75. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 19% medium ■ 18% new
314 out of 494 hedge funds have held MPW for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

71 → 55 → 64 → 90 → 75 new funds/Q
New funds entering each quarter: 55 → 64 → 90 → 75. A growing number of institutions are discovering MPW each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 70% of holders stayed 2+ years

■ 70% veterans ■ 11% 1-2yr ■ 19% new
Of 510 current holders: 357 (70%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 37% AUM from major funds

37% from top-100 AUM funds
51 of 494 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — MPW

In 2026 Q1, 244 hedge funds were net buyers of MPW (75 opened a new position, 169 added to an existing one), while 232 reduced or exited (165 trimmed, 67 sold completely) — a 51% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 37% of total institutional value in MPW is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 494.

Hedge Fund Ownership: MPW

How many hedge funds hold MPW — quarterly history vs. share price
Quarterly hedge fund ownership of MPW vs. share price

Market Analysis: MPW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MPW

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

38 top-rated funds 0 high-conviction
Consensus
6.9
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: MPW
489 + Investors

Track Smart Money conviction in MPW. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 489 486 0.62%
13F Shares 371M 379M -2.0%
Total Value $1.69B $1.89B -10.71%
New Positions 74 90 -16
Increased Positions 159 163 -4
Closed Positions 71 65 +6
Reduced Positions 158 157 +1
Total Calls 8 12 -33.33%
Total Puts 16 16 -
PUT/CALL Ratio 2.0 1.33 Bearish

Statistics: MPW

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Institutional Holders (2026 Q1)

489 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MPW. Verified SEC 13F-HR filings.

QUARTER:
Top 25 MPW holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Wilsey Asset Management Inc 5.33% 7,348,752 $34.0M
2 Edmp, INC. 0.74% 197,517 $915K
3 Ticino Wealth 0.49% 299,705 $1.4M
4 Odyssean, LLC 0.43% 256,343 $1.2M
5 Advisory Advocates, LLC 0.42% 85,230 $426K
6 Bluefin Capital Management, LLC 0.35% 282,400 $1.4M
7 Advisors Capital Management, LLC 0.34% 6,376,350 $29.5M
8 Concorde Asset Management, LLC 0.32% 137,685 $650K
9 Crawford Fund Management, LLC 0.24% 275,000 $1.3M
10 Lombard Odier Asset Management (USA) Corp 0.24% 500,000 $2.3M
11 Diversify Advisory Services, LLC 0.24% 303,781 $1.6M
12 VARCOV Co. 0.23% 133,968 $620K
13 Samalin Investment Counsel, LLC 0.20% 123,770 $573K
14 Demars Financial Group, LLC 0.18% 117,004 $542K
15 Jupiter Asset Management Ltd 0.17% 6,690,572 $31.0M
16 Weiss Asset Management LP 0.16% 2,000,000 $9.3M
17 Lake Street Private Wealth, LLC 0.15% 251,500 $1.2M
18 Adams Asset Advisors, LLC 0.14% 271,226 $1.3M
19 Bright Futures Wealth Management, LLC. 0.14% 43,989 $204K
20 Palogic Value Management, L.P. 0.12% 60,000 $278K
21 Whitebox Advisors LLC 0.10% 1,791,000 $8.3M
22 Coign Capital Advisors LLC 0.10% 41,568 $192K
23 Allie Family Office LLC 0.10% 48,650 $230K
24 Sunbelt Securities, Inc. 0.10% 339,768 $1.6M
25 Hazelview Securities Inc. 0.09% 103,510 $479K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Medical Properties Trust Inc (MPW)

What does the Smart Money Trend signal show for MPW?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added MPW than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for MPW?

Slight buying edge — 51% buying: Last quarter: 244 funds bought or added vs 232 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for MPW holders?

Strong quality — 37% AUM from major funds: 51 of 494 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held MPW?

64% of holders stayed for 2+ years: 314 out of 494 hedge funds have held MPW for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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