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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
Securian Asset Management, Inc308,138$11.3M0.23%+21,000+7.3%Added
Gerber Kawasaki Wealth & Investment Management316,717$11.6M1.19%+19,705+6.6%Added
UBS Asset Management Americas Inc324,530$11.9M0.01%+2,613+0.8%Added
Sonora Investment Management, LLC329,098$12.1M1.58%+12,957+4.1%Added
Swiss National Bank331,601$12.1M0.01%−12,400−3.6%Reduced
Employees Retirement System of Texas339,808$12.4M0.15%+8,841+2.7%Added
Land & Buildings Investment Management, LLC344,291$12.6M2.36%−480−0.1%Reduced
Foundry Partners, LLC355,945$13.0M0.45%+142,737+66.9%Added
HGI Capital Management, LLC368,405$13.5M5.21%−33,749−8.4%Reduced
Colony Capital, Inc.369,000$13.5M1.62%+162,000+78.3%Added
Renaissance Technologies LLC373,200$13.7M0.02%−35,211−8.6%Reduced
Balyasny Asset Management LLC376,156$13.8M0.08%+17,789+5.0%Added
Geode Capital Management, LLC401,095$14.7M0.00%+4,916+1.2%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
UBS Group AG422,183$15.5M0.01%+50,650+13.6%Added
Mirae Asset Global Investments Co., Ltd.477,971$17.5M0.05%+38,438+8.7%Added
Guggenheim Capital LLC492,274$18.0M0.11%+200,368+68.6%Added
Fidelity National Financial, Inc.500,000$18.3M1.33%00.0%Unchanged
Deroy & Devereaux Private Investment Counsel Inc515,850$18.9M1.42%−2,747−0.5%Reduced
Bank of America Corp518,757$19.0M0.00%+18,961+3.8%Added
Schonfeld Strategic Advisors LLC523,342$19.2M0.21%+302,142+136.6%Added
Macquarie Group Ltd523,341$19.2M0.02%−8,400−1.6%Reduced
Morgan Stanley534,221$19.6M0.00%+93,385+21.2%Added
Gillson Capital LP542,006$19.8M1.86%+209,304+62.9%Added
Natixis Advisors, L.P.549,644$20.1M0.09%+25,029+4.8%Added
Wells Fargo & Company557,049$20.4M0.00%−41,727−7.0%Reduced
State Street Corp552,817$20.5M0.00%+30,015+5.7%Added
Russell Investments Group, Ltd.620,055$22.7M0.04%−73,820−10.6%Reduced
BlackRock Inc.680,546$24.9M0.00%+99,590+17.1%Added
Bamco Inc698,552$25.6M0.06%+113,215+19.3%Added
Kohlberg Kravis Roberts & Co. L.P.727,382$26.6M0.11%−1,337,215−64.8%Reduced
BlueMar Capital Management, LLC811,208$29.7M6.91%−87,202−9.7%Reduced
Prudential Financial Inc977,466$35.8M0.05%+193,063+24.6%Added
D. E. Shaw & Co., Inc.1,003,699$36.8M0.04%−520,678−34.2%Reduced
Capital International Investors1,025,842$37.6M0.01%+823+0.1%Added
Hazelview Securities Inc.1,036,038$38.3M5.07%+382,380+58.5%Added
Zeke Capital Advisors, LLC1,051,705$38.5M2.43%00.0%Unchanged
Goldman Sachs Group Inc1,088,533$39.9M0.01%−227,818−17.3%Reduced
Bank of Montreal1,104,166$40.0M0.02%+14,603+1.3%Added
Wedge Capital Management L L P1,170,110$42.8M0.53%−132,990−10.2%Reduced
Neuberger Berman Group LLC1,179,116$43.2M0.04%−324,724−21.6%Reduced
Deutsche Bank AG1,185,925$43.4M0.02%−50,899−4.1%Reduced
Waterfront Capital Partners, LLC1,267,529$46.4M3.49%+138,931+12.3%Added
Governors Lane LP1,383,442$50.7M3.81%−386,713−21.8%Reduced
Millennium Management LLC1,711,284$62.7M0.08%−1,697,737−49.8%Reduced
Sumitomo Mitsui Trust Holdings, Inc.1,716,100$62.8M0.04%+1,289,792+302.5%Added
Centersquare Investment Management LLC1,846,150$67.6M0.69%+1,846,150New
Janus Henderson Group PLC2,056,125$75.3M0.03%−307,561−13.0%Reduced
Dimensional Fund Advisors LP2,108,854$77.2M0.02%+219,325+11.6%Added
Lasalle Investment Management Securities LLC2,355,392$86.3M2.69%+1,246,129+112.3%Added
Cbre Clarion Securities LLC2,364,909$86.6M1.61%−256,158−9.8%Reduced
Allianz Asset Management GmbH2,416,726$88.5M0.08%+1,188,829+96.8%Added
Standard Life Aberdeen plc2,495,014$91.4M0.20%−36,247−1.4%Reduced
JPMorgan Chase & Co2,949,714$108.0M0.01%+686,062+30.3%Added
Federated Hermes, Inc.3,022,265$110.7M0.21%−163,800−5.1%Reduced
Citadel Advisors LLC3,300,507$120.9M0.13%−206,071−5.9%Reduced
Nuveen Asset Management, LLC3,633,415$133.1M0.04%+175,802+5.1%Added
American Century Companies Inc4,155,543$152.2M0.10%−242,063−5.5%Reduced
Blackstone Group Inc.4,891,395$179.1M0.42%00.0%Unchanged
Principal Financial Group Inc4,927,629$180.5M0.12%+908,750+22.6%Added
Kayne Anderson Rudnick Investment Management LLC5,700,445$208.8M0.51%+145,877+2.6%Added
Alliancebernstein L.P.5,995,617$219.6M0.09%+533,977+9.8%Added
Vanguard Group Inc9,724,856$356.1M0.01%+429,853+4.6%Added
Barrow Hanley Mewhinney & Strauss LLC11,728,734$429.5M1.38%−449,682−3.7%Reduced
Capital World Investors12,290,000$450.1M0.08%+1,100,000+9.8%Added
Capital Research Global Investors13,478,171$493.6M0.11%+49,922+0.4%Added
Eagle Bay Advisors LLC1––+1New
V3 Capital Management, L.P.0$00.00%−915,500−100.0%Sold out
Caas Capital Management LP0$00.00%−377,241−100.0%Sold out
California Public Employees Retirement System0$00.00%−271,408−100.0%Sold out
Monashee Investment Management LLC0$00.00%−200,000−100.0%Sold out
Pinz Capital Management, LP0$00.00%−185,900−100.0%Sold out
Franklin Street Capital Partners, LLC0$00.00%−122,142−100.0%Sold out
Laurion Capital Management LP0$00.00%−112,237−100.0%Sold out
Marshall Wace, LLP0$00.00%−64,905−100.0%Sold out
Telemus Capital, LLC0$00.00%−55,000−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−53,100−100.0%Sold out
MD Financial Management Inc.0$00.00%−52,057−100.0%Sold out
Landscape Capital Management, L.L.C.0$00.00%−28,450−100.0%Sold out
Quadrature Capital Ltd0$00.00%−28,189−100.0%Sold out
Magnetar Financial LLC0$00.00%−28,046−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−22,798−100.0%Sold out
Paloma Partners Management Co0$00.00%−22,594−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−19,229−100.0%Sold out
Spire Wealth Management0$00.00%−18,456−100.0%Sold out
Pearl River Capital, LLC0$00.00%−17,420−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−16,148−100.0%Sold out
Pentwater Capital Management LP0$00.00%−15,000−100.0%Sold out
Maven Securities LTD0$00.00%−13,956−100.0%Sold out
Gyon Technologies Capital Management, LP0$00.00%−13,744−100.0%Sold out
Caxton Associates LP0$00.00%−13,593−100.0%Sold out
Jupiter Asset Management Ltd0$00.00%−13,567−100.0%Sold out
Cambridge Investment Research Advisors, Inc.0$00.00%−11,379−100.0%Sold out
Park National Corp0$00.00%−7,221−100.0%Sold out
Wolverine Asset Management LLC0$00.00%−6,793−100.0%Sold out
First Quadrant L P0$00.00%−5,839−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−995−100.0%Sold out
The PNC Financial Services Group, Inc.0$00.00%−855−100.0%Sold out
Global Retirement Partners, LLC0$00.00%−300−100.0%Sold out