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MGM Growth Properties LLC

MGPDelisted Apr 29, 2022
Industry
Real Estate Investment Trusts
SEC CIK
0001656936

MGM Growth Properties LLC was delisted on Apr 29, 2022; its insiders filed their last Form 4 on May 2, 2022; 281 institutions reported holding it in 13F filings for Q1 2022, worth $5.29B in total; Soros Fund Management was the only superinvestor holding it.

13F holders, Q2 2021

Institutional positions in MGM Growth Properties LLC as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
268
+2 vs. Q1 2021
Shares held
144.4M
+3.45M (+2.4%) vs. Q1 2021
Total value
$5.29B
+$686.8M (+14.9%) vs. Q1 2021
New holders
38
122 more added
Sold out
36
70 more reduced

3 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting MGP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2021: 268 institutions
Q1 2021: 269 institutionsQ2 2021: 268 institutionsQ3 2021: 283 institutionsQ4 2021: 295 institutionsQ1 2022: 281 institutionsQ2 2022: 1 institutionQ3 2022: 1 institutionQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 0 institutionsQ3 2023: 0 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ2 2021: $5.29B
Q1 2021: $4.61BQ2 2021: $5.29BQ3 2021: $5.49BQ4 2021: $5.86BQ1 2022: $5.29BQ2 2022: $11.0KQ3 2022: $11.0KQ4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $0Q4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding MGP and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 20240$0
Q4 20230$0
Q3 20230$0
Q2 20230$0
Q1 20230$0
Q4 20220$0
Q3 20221$11.0K
Q2 20221$11.0K
Q1 2022281$5.29B
Q4 2021295$5.86B
Q3 2021283$5.49B
Q2 2021268$5.29B
Q1 2021269$4.61B

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding MGM Growth Properties LLC; share changes are against Q1 2021.

Institutions holding MGP in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Research Global Investors13,478,171$493.6M0.11%+49,922+0.4%Added
Capital World Investors12,290,000$450.1M0.08%+1,100,000+9.8%Added
Barrow Hanley Mewhinney & Strauss LLC11,728,734$429.5M1.38%−449,682−3.7%Reduced
Vanguard Group Inc9,724,856$356.1M0.01%+429,853+4.6%Added
Alliancebernstein L.P.5,995,617$219.6M0.09%+533,977+9.8%Added
Kayne Anderson Rudnick Investment Management LLC5,700,445$208.8M0.51%+145,877+2.6%Added
Principal Financial Group Inc4,927,629$180.5M0.12%+908,750+22.6%Added
Blackstone Group Inc.4,891,395$179.1M0.42%00.0%Unchanged
American Century Companies Inc4,155,543$152.2M0.10%−242,063−5.5%Reduced
Nuveen Asset Management, LLC3,633,415$133.1M0.04%+175,802+5.1%Added
Citadel Advisors LLC3,300,507$120.9M0.13%−206,071−5.9%Reduced
Federated Hermes, Inc.3,022,265$110.7M0.21%−163,800−5.1%Reduced
JPMorgan Chase & Co2,949,714$108.0M0.01%+686,062+30.3%Added
Standard Life Aberdeen plc2,495,014$91.4M0.20%−36,247−1.4%Reduced
Allianz Asset Management GmbH2,416,726$88.5M0.08%+1,188,829+96.8%Added
Cbre Clarion Securities LLC2,364,909$86.6M1.61%−256,158−9.8%Reduced
Lasalle Investment Management Securities LLC2,355,392$86.3M2.69%+1,246,129+112.3%Added
Dimensional Fund Advisors LP2,108,854$77.2M0.02%+219,325+11.6%Added
Janus Henderson Group PLC2,056,125$75.3M0.03%−307,561−13.0%Reduced
Centersquare Investment Management LLC1,846,150$67.6M0.69%+1,846,150New
Sumitomo Mitsui Trust Holdings, Inc.1,716,100$62.8M0.04%+1,289,792+302.5%Added
Millennium Management LLC1,711,284$62.7M0.08%−1,697,737−49.8%Reduced
Governors Lane LP1,383,442$50.7M3.81%−386,713−21.8%Reduced
Waterfront Capital Partners, LLC1,267,529$46.4M3.49%+138,931+12.3%Added
Deutsche Bank AG1,185,925$43.4M0.02%−50,899−4.1%Reduced
Neuberger Berman Group LLC1,179,116$43.2M0.04%−324,724−21.6%Reduced
Wedge Capital Management L L P1,170,110$42.8M0.53%−132,990−10.2%Reduced
Bank of Montreal1,104,166$40.0M0.02%+14,603+1.3%Added
Goldman Sachs Group Inc1,088,533$39.9M0.01%−227,818−17.3%Reduced
Zeke Capital Advisors, LLC1,051,705$38.5M2.43%00.0%Unchanged
Hazelview Securities Inc.1,036,038$38.3M5.07%+382,380+58.5%Added
Capital International Investors1,025,842$37.6M0.01%+823+0.1%Added
D. E. Shaw & Co., Inc.1,003,699$36.8M0.04%−520,678−34.2%Reduced
Prudential Financial Inc977,466$35.8M0.05%+193,063+24.6%Added
BlueMar Capital Management, LLC811,208$29.7M6.91%−87,202−9.7%Reduced
Kohlberg Kravis Roberts & Co. L.P.727,382$26.6M0.11%−1,337,215−64.8%Reduced
Bamco Inc698,552$25.6M0.06%+113,215+19.3%Added
BlackRock Inc.680,546$24.9M0.00%+99,590+17.1%Added
Russell Investments Group, Ltd.620,055$22.7M0.04%−73,820−10.6%Reduced
State Street Corp552,817$20.5M0.00%+30,015+5.7%Added
Wells Fargo & Company557,049$20.4M0.00%−41,727−7.0%Reduced
Natixis Advisors, L.P.549,644$20.1M0.09%+25,029+4.8%Added
Gillson Capital LP542,006$19.8M1.86%+209,304+62.9%Added
Morgan Stanley534,221$19.6M0.00%+93,385+21.2%Added
Macquarie Group Ltd523,341$19.2M0.02%−8,400−1.6%Reduced
Schonfeld Strategic Advisors LLC523,342$19.2M0.21%+302,142+136.6%Added
Bank of America Corp518,757$19.0M0.00%+18,961+3.8%Added
Deroy & Devereaux Private Investment Counsel Inc515,850$18.9M1.42%−2,747−0.5%Reduced
Fidelity National Financial, Inc.500,000$18.3M1.33%00.0%Unchanged
Guggenheim Capital LLC492,274$18.0M0.11%+200,368+68.6%Added
Mirae Asset Global Investments Co., Ltd.477,971$17.5M0.05%+38,438+8.7%Added
UBS Group AG422,183$15.5M0.01%+50,650+13.6%Added
Echo Street Capital Management LLC401,473$14.7M0.11%+13,248+3.4%Added
Driehaus Capital Management LLC401,465$14.7M0.19%+15,000+3.9%Added
Geode Capital Management, LLC401,095$14.7M0.00%+4,916+1.2%Added
Balyasny Asset Management LLC376,156$13.8M0.08%+17,789+5.0%Added
Renaissance Technologies LLC373,200$13.7M0.02%−35,211−8.6%Reduced
Colony Capital, Inc.369,000$13.5M1.62%+162,000+78.3%Added
HGI Capital Management, LLC368,405$13.5M5.21%−33,749−8.4%Reduced
Foundry Partners, LLC355,945$13.0M0.45%+142,737+66.9%Added
Land & Buildings Investment Management, LLC344,291$12.6M2.36%−480−0.1%Reduced
Employees Retirement System of Texas339,808$12.4M0.15%+8,841+2.7%Added
Swiss National Bank331,601$12.1M0.01%−12,400−3.6%Reduced
Sonora Investment Management, LLC329,098$12.1M1.58%+12,957+4.1%Added
UBS Asset Management Americas Inc324,530$11.9M0.01%+2,613+0.8%Added
Gerber Kawasaki Wealth & Investment Management316,717$11.6M1.19%+19,705+6.6%Added
Securian Asset Management, Inc308,138$11.3M0.23%+21,000+7.3%Added
SEI Investments Co308,037$11.3M0.03%+68,216+28.4%Added
Franklin Resources Inc299,607$11.0M0.00%−5,011−1.6%Reduced
Royal Bank of Canada291,801$10.7M0.00%−63,035−17.8%Reduced
Grantham, Mayo, Van Otterloo & Co. LLC285,570$10.5M0.05%00.0%Unchanged
GEM Realty Capital264,064$9.67M6.15%00.0%Unchanged
FMR LLC263,502$9.65M0.00%+123,801+88.6%Added
UBS Oconnor LLC248,350$9.10M0.08%+148,950+149.8%Added
Northern Trust Corp242,662$8.89M0.00%+33,885+16.2%Added
Envestnet Asset Management Inc237,748$8.71M0.00%+48,611+25.7%Added
South Dakota Investment Council209,057$7.66M0.13%+173,400+486.3%Added
Stifel Financial Corp207,735$7.61M0.01%+10,151+5.1%Added
Bardin Hill Management Partners LP206,674$7.57M1.33%+40,000+24.0%Added
Evergreen Capital Management LLC192,113$7.04M0.34%+7,555+4.1%Added
Makena Capital Management LLC187,294$6.86M1.01%+187,294New
Hill Winds Capital LP185,000$6.78M3.59%+185,000New
Two Sigma Advisers, LP182,400$6.68M0.02%−31,700−14.8%Reduced
RVB Capital Management LLC170,000$6.22M5.46%+85,000+100.0%Added
Comerica Bank156,992$6.18M0.04%−28,669−15.4%Reduced
Invesco Ltd.167,197$6.12M0.00%+108,094+182.9%Added
HRT Financial LP160,124$5.86M0.05%−118,761−42.6%Reduced
Forward Management, LLC155,700$5.70M0.63%+155,700New
Man Group plc150,350$5.51M0.02%−48,450−24.4%Reduced
Capital Investment Advisors, LLC146,646$5.37M0.19%+27,142+22.7%Added
Gabelli Funds LLC146,150$5.35M0.03%−8,250−5.3%Reduced
State of New Jersey Common Pension Fund D141,790$5.19M0.02%−11,231−7.3%Reduced
Cinctive Capital Management LP124,804$4.57M0.25%+124,804New
Thrivent Financial for Lutherans123,736$4.53M0.01%−12,300−9.0%Reduced
Credit Suisse AG124,633$4.52M0.00%+1,058+0.9%Added
Victory Capital Management Inc123,127$4.51M0.00%−49,660−28.7%Reduced
GSI Capital Advisors LLC118,991$4.36M2.01%−23,343−16.4%Reduced
Truist Financial Corp114,509$4.19M0.01%−12,967−10.2%Reduced
Coronation Fund Managers Ltd.112,770$4.13M0.13%+15,377+15.8%Added
Citigroup Inc112,576$4.12M0.00%+70,916+170.2%Added