Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Medical Properties Trust Inc (MPW)

480 + 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
↓ -9
Streak
1Q ▼
Buyers last Q
49%

Smart Money Signals — MPW

Based on 489 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their MPW positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 92% of 3.0Y peak

92% of all-time peak
489 funds currently hold this stock — 92% of the 3.0-year high of 529 funds (reached 2023 Q4). 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 (+12 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 49% buying

231 buying238 selling
Last quarter: 238 funds reduced or exited vs 231 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-23 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 64 → 91 → 77 → 54. 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.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 17% medium ■ 17% new
325 out of 489 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.
💰

Value +37% but shares only +3% — price-driven

Value
+37%
Shares
+3%
Last quarter: the total dollar value of institutional holdings rose +37%, but actual share count only changed +3%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📊

Peak discovery — momentum slowing

57 → 64 → 91 → 77 → 54 new funds/Q
New funds entering each quarter: 64 → 91 → 77 → 54. MPW is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 71% veterans vs 18% newcomers

■ 71% veterans ■ 11% 1-2yr ■ 18% new
Entry-cohort mix of 506 holders: 361 (71%) are 2+ year veterans, 54 entered 1–2 years ago, and 91 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 70% AUM from top-100 funds

70% from top-100 AUM funds
56 of 484 holders are among the 100 largest funds by AUM, controlling 70% of total institutional value in MPW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — 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 Q2, 231 hedge funds were net buyers of MPW (54 opened a new position, 177 added to an existing one), while 238 reduced or exited (175 trimmed, 63 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. 70% of total institutional value in MPW is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -9 funds (more exits than new entries). Total institutional holders: 489.

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.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

17 top-rated funds 1 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: MPW
480 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 480 498 -3.61%
13F Shares 380M 372M 2.35%
Total Value $1.73B $1.69B 2.52%
New Positions 53 77 -24
Increased Positions 168 161 +7
Closed Positions 66 66 -
Reduced Positions 169 160 +9
Total Calls 8 8 -
Total Puts 14 16 -12.5%
PUT/CALL Ratio 1.75 2.0 Bearish

Statistics: MPW

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Financial Highlights

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Institutional Holders (2026 Q2)

480 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Wilsey Asset Management Inc 5.16% 7,611,131 $35.2M
2 Marble Bar Asset Management LLP 5.03% 1,570,000 $7.3M
3 Ticino Wealth 0.91% 622,082 $2.9M
4 Edmp, INC. 0.69% 185,011 $855K
5 Advisory Advocates, LLC 0.48% 121,880 $563K
6 Odyssean, LLC 0.45% 599,358 $2.8M
7 Concorde Asset Management, LLC 0.43% 158,210 $745K
8 Advisors Capital Management, LLC 0.32% 6,598,047 $30.5M
9 Lombard Odier Asset Management (USA) Corp 0.32% 500,000 $2.3M
10 VARCOV Co. 0.27% 151,738 $701K
11 Demars Financial Group, LLC 0.19% 148,945 $688K
12 Crawford Fund Management, LLC 0.16% 220,000 $1.0M
13 Jupiter Asset Management Ltd 0.15% 6,647,786 $30.7M
14 Samalin Investment Counsel, LLC 0.14% 99,670 $460K
15 Lake Street Private Wealth, LLC 0.14% 257,500 $1.2M
16 Bright Futures Wealth Management, LLC. 0.13% 43,879 $203K
17 Adams Asset Advisors, LLC 0.11% 213,470 $986K
18 Whitebox Advisors LLC 0.09% 1,500,000 $6.9M
19 Allie Family Office LLC 0.09% 48,650 $229K
20 Unifi Asset Management LP 0.07% 21,272 $106K
21 AssuredPartners Investment Advisors, LLC 0.07% 158,109 $730K
22 Coign Capital Advisors LLC 0.07% 33,856 $156K
23 BCO Wealth Management LLC 0.07% 26,100 $121K
24 Hazelview Securities Inc. 0.06% 99,410 $456K
25 Sittner & Nelson, LLC 0.06% 43,000 $199K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their MPW positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for MPW?

More sellers than buyers — 49% buying: Last quarter: 238 funds reduced or exited vs 231 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for MPW holders?

Elite ownership — 70% AUM from top-100 funds: 56 of 484 holders are among the 100 largest funds by AUM, controlling 70% of total institutional value in MPW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held MPW?

66% of holders stayed for 2+ years: 325 out of 489 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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