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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
Charles Schwab Investment Management Inc21,863$801.0K0.00%−1,133−4.9%Reduced
Barclays PLC21,881$802.0K0.00%−2,359−9.7%Reduced
DuPont Capital Management Corp23,587$864.0K0.02%00.0%Unchanged
CAMG Solamere Management, LLC23,876$874.0K0.75%+23,876New
BDO Wealth Advisors, LLC25,420$931.0K0.10%−1,051−4.0%Reduced
Baird Financial Group, Inc.26,525$971.0K0.00%+75+0.3%Added
LPL Financial LLC26,819$982.0K0.00%+11,346+73.3%Added
Walleye Capital LLC27,286$999.0K0.04%−15,597−36.4%Reduced
Gilman Hill Asset Management, LLC27,785$1.02M0.26%+1,005+3.8%Added
Advisor Group Holdings, Inc.27,965$1.03M0.00%+5,541+24.7%Added
Amundi28,333$1.04M0.00%+28,333New
Peapack Gladstone Financial Corp28,575$1.05M0.03%−948−3.2%Reduced
Asset Management One Co.,Ltd.30,136$1.10M0.00%+11,975+65.9%Added
Gamco Investors, Inc. Et Al30,297$1.11M0.01%+234+0.8%Added
Adelante Capital Management LLC30,735$1.13M0.06%+30,735New
Shell Asset Management Co32,658$1.20M0.02%+10,961+50.5%Added
HSBC Holdings PLC33,296$1.22M0.00%+14,044+72.9%Added
Globeflex Capital L P35,298$1.29M0.23%+35,298New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC37,554$1.38M0.14%−6,164−14.1%Reduced
Spirit of America Management Corp38,800$1.42M0.30%+8,550+28.3%Added
1832 Asset Management L.P.39,459$1.43M0.00%+39,459New
Quantitative Systematic Strategies LLC39,106$1.43M0.50%−39,468−50.2%Reduced
Arizona State Retirement System40,899$1.50M0.01%+2,632+6.9%Added
BBVA USA40,975$1.50M0.08%+40,975New
Raymond James Financial Services Advisors, Inc.41,288$1.51M0.00%+2,617+6.8%Added
Schnieders Capital Management LLC41,700$1.53M0.42%+150+0.4%Added
Davenport & Co LLC43,588$1.60M0.01%+43,588New
Kayne Anderson Capital Advisors LP44,000$1.61M0.05%00.0%Unchanged
Virtus ETF Advisers LLC44,430$1.63M0.67%+1,548+3.6%Added
HighTower Advisors, LLC45,085$1.65M0.00%+3,906+9.5%Added
Full18 Capital LLC45,890$1.68M0.70%+45,890New
ExodusPoint Capital Management, LP45,977$1.68M0.03%−25,738−35.9%Reduced
Cubist Systematic Strategies, LLC46,844$1.72M0.02%−72,243−60.7%Reduced
CIBC Private Wealth Group, LLC48,238$1.76M0.00%+1,333+2.8%Added
Healthcare of Ontario Pension Plan Trust Fund48,688$1.78M0.00%−16,960−25.8%Reduced
Intrinsic Edge Capital Management LLC49,325$1.81M0.11%−70,675−58.9%Reduced
Pantheon Investment Group, LLC51,172$1.87M1.57%−3,831−7.0%Reduced
Susquehanna Fundamental Investments, LLC51,719$1.89M0.03%−770−1.5%Reduced
Intercontinental Wealth Advisors, LLC51,952$1.90M0.38%+164+0.3%Added
Signet Financial Management, LLC52,012$1.91M0.65%+120.0%Added
Boothbay Fund Management, LLC57,383$2.10M0.09%−16,323−22.1%Reduced
Federation des caisses Desjardins du Quebec60,721$2.22M0.02%+9,260+18.0%Added
Wedbush Securities Inc60,967$2.23M0.11%+18,875+44.8%Added
Penn Capital Management Co Inc61,184$2.24M0.22%−1,127−1.8%Reduced
Nomura Asset Management Co Ltd62,115$2.27M0.01%+4,300+7.4%Added
Winton Group Ltd62,606$2.29M0.12%+8,466+15.6%Added
Prelude Capital Management, LLC62,000$2.30M0.13%+23,000+59.0%Added
Vestcor Inc63,898$2.34M0.08%−73,914−53.6%Reduced
Ameriprise Financial Inc63,890$2.34M0.00%+63,890New
Van Eck Associates Corp64,115$2.35M0.01%+8,835+16.0%Added
South Street Advisors LLC64,360$2.36M0.44%−1,500−2.3%Reduced
Raymond James & Associates66,152$2.42M0.00%+7,855+13.5%Added
Parametric Portfolio Associates LLC71,437$2.62M0.00%+11,048+18.3%Added
Meritage Portfolio Management73,987$2.71M0.16%+450+0.6%Added
Sound Income Strategies, LLC75,834$2.78M0.40%+28,303+59.5%Added
Mackenzie Financial Corp77,338$2.83M0.00%−173,850−69.2%Reduced
Schroder Investment Management Group78,039$2.86M0.00%+13,669+21.2%Added
First Republic Investment Management, Inc.78,067$2.86M0.01%+27,051+53.0%Added
Exchange Traded Concepts, LLC82,566$3.02M0.10%+16,109+24.2%Added
Allstate Corp84,642$3.10M0.10%+5,796+7.4%Added
QS Investors, LLC85,603$3.13M0.04%+69,062+417.5%Added
NexWave Capital Partners LLC92,761$3.40M6.51%00.0%Unchanged
Price T Rowe Associates Inc94,319$3.45M0.00%00.0%Unchanged
Westpac Banking Corp101,455$3.72M0.04%00.0%Unchanged
BNP Paribas Arbitrage, SA103,010$3.77M0.01%+876+0.9%Added
Marshall Wace North America L.P.103,743$3.80M0.02%−444,972−81.1%Reduced
Calamos Advisors LLC104,500$3.83M0.02%−93,500−47.2%Reduced
Citigroup Inc112,576$4.12M0.00%+70,916+170.2%Added
Coronation Fund Managers Ltd.112,770$4.13M0.13%+15,377+15.8%Added
Truist Financial Corp114,509$4.19M0.01%−12,967−10.2%Reduced
GSI Capital Advisors LLC118,991$4.36M2.01%−23,343−16.4%Reduced
Victory Capital Management Inc123,127$4.51M0.00%−49,660−28.7%Reduced
Credit Suisse AG124,633$4.52M0.00%+1,058+0.9%Added
Thrivent Financial for Lutherans123,736$4.53M0.01%−12,300−9.0%Reduced
Cinctive Capital Management LP124,804$4.57M0.25%+124,804New
State of New Jersey Common Pension Fund D141,790$5.19M0.02%−11,231−7.3%Reduced
Gabelli Funds LLC146,150$5.35M0.03%−8,250−5.3%Reduced
Capital Investment Advisors, LLC146,646$5.37M0.19%+27,142+22.7%Added
Man Group plc150,350$5.51M0.02%−48,450−24.4%Reduced
Forward Management, LLC155,700$5.70M0.63%+155,700New
HRT Financial LP160,124$5.86M0.05%−118,761−42.6%Reduced
Invesco Ltd.167,197$6.12M0.00%+108,094+182.9%Added
Comerica Bank156,992$6.18M0.04%−28,669−15.4%Reduced
RVB Capital Management LLC170,000$6.22M5.46%+85,000+100.0%Added
Two Sigma Advisers, LP182,400$6.68M0.02%−31,700−14.8%Reduced
Hill Winds Capital LP185,000$6.78M3.59%+185,000New
Makena Capital Management LLC187,294$6.86M1.01%+187,294New
Evergreen Capital Management LLC192,113$7.04M0.34%+7,555+4.1%Added
Bardin Hill Management Partners LP206,674$7.57M1.33%+40,000+24.0%Added
Stifel Financial Corp207,735$7.61M0.01%+10,151+5.1%Added
South Dakota Investment Council209,057$7.66M0.13%+173,400+486.3%Added
Envestnet Asset Management Inc237,748$8.71M0.00%+48,611+25.7%Added
Northern Trust Corp242,662$8.89M0.00%+33,885+16.2%Added
UBS Oconnor LLC248,350$9.10M0.08%+148,950+149.8%Added
FMR LLC263,502$9.65M0.00%+123,801+88.6%Added
GEM Realty Capital264,064$9.67M6.15%00.0%Unchanged
Grantham, Mayo, Van Otterloo & Co. LLC285,570$10.5M0.05%00.0%Unchanged
Royal Bank of Canada291,801$10.7M0.00%−63,035−17.8%Reduced
Franklin Resources Inc299,607$11.0M0.00%−5,011−1.6%Reduced
SEI Investments Co308,037$11.3M0.03%+68,216+28.4%Added