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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
Calamos Advisors LLC104,500$3.83M0.02%−93,500−47.2%Reduced
Marshall Wace North America L.P.103,743$3.80M0.02%−444,972−81.1%Reduced
BNP Paribas Arbitrage, SA103,010$3.77M0.01%+876+0.9%Added
Westpac Banking Corp101,455$3.72M0.04%00.0%Unchanged
Price T Rowe Associates Inc94,319$3.45M0.00%00.0%Unchanged
NexWave Capital Partners LLC92,761$3.40M6.51%00.0%Unchanged
QS Investors, LLC85,603$3.13M0.04%+69,062+417.5%Added
Allstate Corp84,642$3.10M0.10%+5,796+7.4%Added
Exchange Traded Concepts, LLC82,566$3.02M0.10%+16,109+24.2%Added
First Republic Investment Management, Inc.78,067$2.86M0.01%+27,051+53.0%Added
Schroder Investment Management Group78,039$2.86M0.00%+13,669+21.2%Added
Mackenzie Financial Corp77,338$2.83M0.00%−173,850−69.2%Reduced
Sound Income Strategies, LLC75,834$2.78M0.40%+28,303+59.5%Added
Meritage Portfolio Management73,987$2.71M0.16%+450+0.6%Added
Parametric Portfolio Associates LLC71,437$2.62M0.00%+11,048+18.3%Added
Raymond James & Associates66,152$2.42M0.00%+7,855+13.5%Added
South Street Advisors LLC64,360$2.36M0.44%−1,500−2.3%Reduced
Van Eck Associates Corp64,115$2.35M0.01%+8,835+16.0%Added
Vestcor Inc63,898$2.34M0.08%−73,914−53.6%Reduced
Ameriprise Financial Inc63,890$2.34M0.00%+63,890New
Prelude Capital Management, LLC62,000$2.30M0.13%+23,000+59.0%Added
Winton Group Ltd62,606$2.29M0.12%+8,466+15.6%Added
Nomura Asset Management Co Ltd62,115$2.27M0.01%+4,300+7.4%Added
Penn Capital Management Co Inc61,184$2.24M0.22%−1,127−1.8%Reduced
Wedbush Securities Inc60,967$2.23M0.11%+18,875+44.8%Added
Federation des caisses Desjardins du Quebec60,721$2.22M0.02%+9,260+18.0%Added
Boothbay Fund Management, LLC57,383$2.10M0.09%−16,323−22.1%Reduced
Signet Financial Management, LLC52,012$1.91M0.65%+120.0%Added
Intercontinental Wealth Advisors, LLC51,952$1.90M0.38%+164+0.3%Added
Susquehanna Fundamental Investments, LLC51,719$1.89M0.03%−770−1.5%Reduced
Pantheon Investment Group, LLC51,172$1.87M1.57%−3,831−7.0%Reduced
Intrinsic Edge Capital Management LLC49,325$1.81M0.11%−70,675−58.9%Reduced
Healthcare of Ontario Pension Plan Trust Fund48,688$1.78M0.00%−16,960−25.8%Reduced
CIBC Private Wealth Group, LLC48,238$1.76M0.00%+1,333+2.8%Added
Cubist Systematic Strategies, LLC46,844$1.72M0.02%−72,243−60.7%Reduced
ExodusPoint Capital Management, LP45,977$1.68M0.03%−25,738−35.9%Reduced
Full18 Capital LLC45,890$1.68M0.70%+45,890New
HighTower Advisors, LLC45,085$1.65M0.00%+3,906+9.5%Added
Virtus ETF Advisers LLC44,430$1.63M0.67%+1,548+3.6%Added
Kayne Anderson Capital Advisors LP44,000$1.61M0.05%00.0%Unchanged
Davenport & Co LLC43,588$1.60M0.01%+43,588New
Schnieders Capital Management LLC41,700$1.53M0.42%+150+0.4%Added
Raymond James Financial Services Advisors, Inc.41,288$1.51M0.00%+2,617+6.8%Added
BBVA USA40,975$1.50M0.08%+40,975New
Arizona State Retirement System40,899$1.50M0.01%+2,632+6.9%Added
Quantitative Systematic Strategies LLC39,106$1.43M0.50%−39,468−50.2%Reduced
1832 Asset Management L.P.39,459$1.43M0.00%+39,459New
Spirit of America Management Corp38,800$1.42M0.30%+8,550+28.3%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC37,554$1.38M0.14%−6,164−14.1%Reduced
Globeflex Capital L P35,298$1.29M0.23%+35,298New
HSBC Holdings PLC33,296$1.22M0.00%+14,044+72.9%Added
Shell Asset Management Co32,658$1.20M0.02%+10,961+50.5%Added
Adelante Capital Management LLC30,735$1.13M0.06%+30,735New
Gamco Investors, Inc. Et Al30,297$1.11M0.01%+234+0.8%Added
Asset Management One Co.,Ltd.30,136$1.10M0.00%+11,975+65.9%Added
Peapack Gladstone Financial Corp28,575$1.05M0.03%−948−3.2%Reduced
Amundi28,333$1.04M0.00%+28,333New
Advisor Group Holdings, Inc.27,965$1.03M0.00%+5,541+24.7%Added
Gilman Hill Asset Management, LLC27,785$1.02M0.26%+1,005+3.8%Added
Walleye Capital LLC27,286$999.0K0.04%−15,597−36.4%Reduced
LPL Financial LLC26,819$982.0K0.00%+11,346+73.3%Added
Baird Financial Group, Inc.26,525$971.0K0.00%+75+0.3%Added
BDO Wealth Advisors, LLC25,420$931.0K0.10%−1,051−4.0%Reduced
CAMG Solamere Management, LLC23,876$874.0K0.75%+23,876New
DuPont Capital Management Corp23,587$864.0K0.02%00.0%Unchanged
Barclays PLC21,881$802.0K0.00%−2,359−9.7%Reduced
Charles Schwab Investment Management Inc21,863$801.0K0.00%−1,133−4.9%Reduced
Bienville Capital Management, LLC21,246$789.0K0.25%00.0%Unchanged
Barnett & Company, Inc.21,500$787.0K0.52%+21,500New
Private Advisor Group, LLC20,708$758.0K0.01%+8,345+67.5%Added
Intersect Capital LLC20,510$751.0K0.13%+416+2.1%Added
AMP Capital Investors Ltd20,370$746.0K0.00%−3,400−14.3%Reduced
Mutual Advisors, LLC20,284$743.0K0.04%+2,884+16.6%Added
Wambolt & Associates, LLC20,432$738.0K0.31%+5,664+38.4%Added
Engineers Gate Manager LP19,860$727.0K0.05%−8,251−29.4%Reduced
Teacher Retirement System of Texas19,398$710.0K0.00%+4,733+32.3%Added
Black Swift Group, LLC19,100$699.0K0.34%+4,000+26.5%Added
Oppenheimer & Co Inc18,602$681.0K0.01%+18,602New
Madison Asset Management, LLC17,955$658.0K0.01%00.0%Unchanged
Public Employees Retirement Association of Colorado17,552$643.0K0.00%00.0%Unchanged
Illinois Municipal Retirement Fund17,216$630.0K0.03%00.0%Unchanged
Lazard Asset Management LLC17,023$623.0K0.00%+582+3.5%Added
NTV Asset Management LLC16,700$612.0K0.11%00.0%Unchanged
First Trust Advisors LP17,306$589.0K0.00%+912+5.6%Added
Zurcher Kantonalbank (Zurich Cantonalbank)15,873$581.0K0.00%+1,586+11.1%Added
Amtrust Financial Services, Inc.15,000$549.0K0.40%00.0%Unchanged
Point72 Asset Management, L.P.14,900$546.0K0.00%+14,900New
Rafferty Asset Management, LLC14,893$545.0K0.00%+6,974+88.1%Added
Jane Street Group, LLC14,744$540.0K0.00%+14,744New
AlphaCrest Capital Management LLC13,744$503.0K0.02%+40.0%Added
Fort Washington Investment Advisors Inc13,000$476.0K0.00%+700+5.7%Added
Jackson Square Capital, LLC12,256$449.0K0.14%00.0%Unchanged
Bank of New York Mellon Corp12,210$447.0K0.00%−11,111−47.6%Reduced
CIBC Asset Management Inc11,862$434.0K0.00%00.0%Unchanged
Dakota Wealth Management11,819$433.0K0.05%+11,819New
Legal & General Group Plc11,744$430.0K0.00%00.0%Unchanged
Usca Ria LLC11,086$406.0K0.02%+39+0.4%Added
Pictet Asset Management Ltd10,800$395.0K0.00%+1,100+11.3%Added
Veritable, L.P.10,613$389.0K0.01%00.0%Unchanged
Element Wealth, LLC10,365$380.0K0.30%+110+1.1%Added