Medical Properties Trust Inc (MPW) Ownership

12.67 ↑0.08 (0.68%)

As of January 27, 2023, 12:08pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Medical Properties Trust Inc (MPW), owning a total of 87.4 million shares. Combined, the top 25 institutional holders of MPW own 59.86% of the company with a total of 358 million shares.

In the latest ownership report on September 30th 2022, the top 25 institutional holders decreased their combined ownership of MPW by 1.8 million shares. 13 institutions bought 20,580,145 total additional shares and increased their ownership by an average of 51.64%. However 8 institutions sold 22,368,224 total shares and decreased their ownership by an average of 10.04%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Medical Properties Trust decreased by a net total of -1,788,079 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	14.624%	0.634%	87,449,640	550,802	2022-09-30
BlackRock Inc	11.794%	-4.435%	70,524,989	-3,272,993	2022-09-30
State Street Corporation	5.929%	-0.127%	35,455,460	-45,019	2022-09-30
Principal Financial Group Inc	2.962%	-12.783%	17,713,194	-2,596,239	2022-09-30
Bank of New York Mellon Corp	2.855%	24.461%	17,071,940	3,355,195	2022-09-30
Wellington Management Company LLP	2.060%	-56.546%	12,320,409	-16,032,048	2022-09-30
CenterSquare Investment Management LLC	1.792%	11.146%	10,715,044	1,074,541	2022-09-30
Geode Capital Management, LLC	1.710%	2.110%	10,224,214	211,232	2022-09-30
Dimensional Fund Advisors, Inc.	1.331%	-1.609%	7,957,008	-130,120	2022-09-30
Morgan Stanley - Brokerage Accounts	1.260%	27.804%	7,535,959	1,639,446	2022-09-30
Goldman Sachs Group Inc	1.207%	87.376%	7,214,835	3,364,372	2022-09-30
Marshall Wace Asset Management Ltd	1.188%	348.821%	7,104,051	5,521,226	2022-09-30
Sarasin & Partners LLP	1.106%	-0.047%	6,613,996	-3,092	2022-09-30
Charles Schwab Investment Management Inc	1.015%	1.432%	6,069,160	85,705	2022-09-30
Northern Trust Corp	0.995%	-2.726%	5,949,395	-166,719	2022-09-30
Legal & General Group PLC	0.991%	-2.018%	5,923,736	-121,994	2022-09-30
Cardinal Capital Management Llc	0.935%	10.482%	5,593,874	530,738	2022-09-30
Sumitomo Mitsui Trust Holdings Inc	0.821%	22.171%	4,906,418	890,403	2022-09-30
Bank of America Corp	0.798%	31.934%	4,772,125	1,155,062	2022-09-30
Millennium Management LLC	0.706%	100.907%	4,223,209	2,121,132	2022-09-30
LSV Asset Management	0.683%	2.003%	4,088,014	80,291	2022-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	14.624%	0.634%	87,449,640	550,802	2022-09-30
BlackRock Inc	11.794%	-4.435%	70,524,989	-3,272,993	2022-09-30
State Street Corporation	5.929%	-0.127%	35,455,460	-45,019	2022-09-30
Principal Financial Group Inc	2.962%	-12.783%	17,713,194	-2,596,239	2022-09-30
Bank of New York Mellon Corp	2.855%	24.461%	17,071,940	3,355,195	2022-09-30
Wellington Management Company LLP	2.060%	-56.546%	12,320,409	-16,032,048	2022-09-30
CenterSquare Investment Management LLC	1.792%	11.146%	10,715,044	1,074,541	2022-09-30
Geode Capital Management, LLC	1.710%	2.110%	10,224,214	211,232	2022-09-30
Dimensional Fund Advisors, Inc.	1.331%	-1.609%	7,957,008	-130,120	2022-09-30
Morgan Stanley - Brokerage Accounts	1.260%	27.804%	7,535,959	1,639,446	2022-09-30
Goldman Sachs Group Inc	1.207%	87.376%	7,214,835	3,364,372	2022-09-30
Marshall Wace Asset Management Ltd	1.188%	348.821%	7,104,051	5,521,226	2022-09-30
Sarasin & Partners LLP	1.106%	-0.047%	6,613,996	-3,092	2022-09-30
Charles Schwab Investment Management Inc	1.015%	1.432%	6,069,160	85,705	2022-09-30
Northern Trust Corp	0.995%	-2.726%	5,949,395	-166,719	2022-09-30
Legal & General Group PLC	0.991%	-2.018%	5,923,736	-121,994	2022-09-30
Cardinal Capital Management Llc	0.935%	10.482%	5,593,874	530,738	2022-09-30
Nuveen Asset Management, LLC	0.840%	209.389%	5,025,589	3,401,229	2022-06-30
Sumitomo Mitsui Trust Holdings Inc	0.821%	22.171%	4,906,418	890,403	2022-09-30
Bank of America Corp	0.798%	31.934%	4,772,125	1,155,062	2022-09-30
Balyasny Asset Management LLC	0.768%	108.768%	4,591,619	2,392,230	2022-06-30
Ameriprise Financial Inc	0.759%	1.020%	4,536,058	45,812	2022-06-30
AllianceBernstein L.P.	0.736%	13.439%	4,408,640	522,276	2022-06-30
Millennium Management LLC	0.706%	100.907%	4,223,209	2,121,132	2022-09-30
LSV Asset Management	0.683%	2.003%	4,088,014	80,291	2022-09-30

Mutual Fund Ownership

Vanguard Real Estate Index Investor is the biggest individual fund holder of Medical Properties Trust Inc (MPW), owning a total of 27 million shares. Combined, the top 23 mutual fund holders of MPW own 29.15% of the company with a total of 174.3 million shares.

In the latest ownership report on December 31st 2022, the top 23 fund holders increased their combined ownership of MPW by 31 thousand shares. 2 funds bought 321,112 total additional shares and increased their ownership by an average of 3.61%. However 1 funds sold 289,619 total shares and decreased their ownership by an average of 8.98%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Medical Properties Trust increased by a net total of 31,493 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
SPDR® S&P MIDCAP 400 ETF Trust	0.894%	1.809%	5,345,829	94,987	2022-12-31
Cardinal Capital SMID Cap Value Equity	0.737%	5.410%	4,406,181	226,125	2022-12-31
NBI Global Real Assets Income GPO Ser	0.714%	0.000%	4,270,667	0	2022-12-31
State St S&P Midcap® Indx SL Cl II	0.522%	0.000%	3,119,863	0	2022-12-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.491%	-8.980%	2,935,680	-289,619	2022-12-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Real Estate Index Investor	4.522%	-0.599%	27,038,274	-162,833	2022-11-30
iShares Core S&P Mid-Cap ETF	3.087%	-0.038%	18,459,999	-7,028	2022-12-30
Vanguard Total Stock Mkt Idx Inv	3.027%	0.756%	18,101,757	135,755	2022-11-30
Vanguard Instl Ttl Stck Mkt Idx Tr	2.986%	0.985%	17,853,251	174,070	2022-09-30
Vanguard Small Cap Index	2.587%	0.094%	15,470,276	14,594	2022-11-30
Vanguard Small Cap Value Index Inv	1.794%	1.314%	10,725,876	139,068	2022-11-30
Vanguard Extended Market Index Investor	1.376%	0.453%	8,229,868	37,121	2022-11-30
Fidelity US REIT Mother Fund	0.938%	8.030%	5,611,400	417,100	2022-03-15
SPDR® S&P MIDCAP 400 ETF Trust	0.894%	1.809%	5,345,829	94,987	2022-12-31
Cardinal Capital SMID Cap Value Equity	0.737%	5.410%	4,406,181	226,125	2022-12-31
iShares S&P Mid-Cap 400 Value ETF	0.735%	0.000%	4,397,199	0	2022-12-30
Principal Real Estate Securities R5	0.731%	-5.438%	4,373,656	-251,493	2022-11-30
NBI Global Real Assets Income GPO Ser	0.714%	0.000%	4,270,667	0	2022-12-31
DFA Real Estate Securities I	0.681%	0.000%	4,071,424	0	2022-11-30
Vanguard Real Estate II Index	0.629%	2.027%	3,762,547	74,759	2022-11-30
State St S&P Midcap® Indx SL Cl II	0.522%	0.000%	3,119,863	0	2022-12-31
Fidelity® Extended Market Index	0.506%	0.823%	3,024,288	24,690	2022-11-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.491%	-8.980%	2,935,680	-289,619	2022-12-31
Schwab US REIT ETF™	0.472%	0.052%	2,821,241	1,461	2022-12-30
iShares Glb Prpty Secs Eq Idx (UK) L Acc	0.451%	5.338%	2,697,895	136,714	2022-10-31
iShares Envir&Lw Carb Tilt REIdx(UK)LAcc	0.451%	5.338%	2,697,895	136,714	2022-10-31
DFA Global Real Estate Securities Port	0.423%	0.256%	2,526,454	6,457	2022-11-30
Newton Global Infras Div Focus Equity	0.401%	64.712%	2,397,717	942,013	2022-09-30