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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, Q3 2021

Institutional positions in MGM Growth Properties LLC as of Sep 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
283
+20 vs. Q2 2021
Shares held
143.2M
−1.13M (−0.8%) vs. Q2 2021
Total value
$5.49B
+$202.1M (+3.8%) vs. Q2 2021
New holders
63
83 more added
Sold out
43
105 more reduced

5 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2021: 283 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 heldQ3 2021: $5.49B
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, Q3 2021

Shares, value and share of portfolio for each institution holding MGM Growth Properties LLC; share changes are against Q2 2021.

Institutions holding MGP in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Public Employees Retirement Association of Colorado17,552$672.0K0.00%00.0%Unchanged
Madison Asset Management, LLC17,955$688.0K0.01%00.0%Unchanged
Black Swift Group, LLC18,950$726.0K0.33%−150−0.8%Reduced
Bank of Montreal18,887$736.0K0.00%−1,085,279−98.3%Reduced
DuPont Capital Management Corp19,484$746.0K0.02%−4,103−17.4%Reduced
Vestcor Inc19,667$753.0K0.03%−44,231−69.2%Reduced
Charles Schwab Investment Management Inc21,500$823.0K0.00%−363−1.7%Reduced
Bienville Capital Management, LLC21,246$825.0K0.47%00.0%Unchanged
Jane Street Group, LLC21,565$826.0K0.00%+6,821+46.3%Added
Mutual Advisors, LLC22,611$866.0K0.05%+2,327+11.5%Added
Susquehanna International Group, LLP23,360$895.0K0.00%+23,360New
Illinois Municipal Retirement Fund23,396$896.0K0.03%+6,180+35.9%Added
Intersect Capital LLC23,627$905.0K0.16%+3,117+15.2%Added
BDO Wealth Advisors, LLC24,092$923.0K0.10%−1,328−5.2%Reduced
Teacher Retirement System of Texas24,247$929.0K0.01%+4,849+25.0%Added
Wambolt & Associates, LLC24,772$968.0K0.39%+4,340+21.2%Added
SG Americas Securities, LLC26,266$1.01M0.01%+17,810+210.6%Added
Baird Financial Group, Inc.26,525$1.02M0.00%00.0%Unchanged
Marshall Wace, LLP26,597$1.02M0.01%+26,597New
CAMG Solamere Management, LLC27,229$1.04M0.86%+3,353+14.0%Added
Gilman Hill Asset Management, LLC27,280$1.04M0.27%−505−1.8%Reduced
Susquehanna Fundamental Investments, LLC27,948$1.07M0.02%−23,771−46.0%Reduced
Bank of New York Mellon Corp28,590$1.09M0.00%+16,380+134.2%Added
Peapack Gladstone Financial Corp28,616$1.10M0.02%+41+0.1%Added
Gamco Investors, Inc. Et Al28,925$1.11M0.01%−1,372−4.5%Reduced
Shell Asset Management Co31,318$1.20M0.03%−1,340−4.1%Reduced
Verition Fund Management LLC31,709$1.21M0.02%+31,709New
Bokf, NA31,858$1.22M0.02%+31,858New
Adelante Capital Management LLC33,105$1.27M0.06%+2,370+7.7%Added
Advisor Group Holdings, Inc.36,213$1.39M0.00%+8,248+29.5%Added
HRT Financial LP37,305$1.43M0.01%−122,819−76.7%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC37,554$1.44M0.12%00.0%Unchanged
BBVA USA39,314$1.50M0.09%−1,661−4.1%Reduced
Boothbay Fund Management, LLC39,590$1.52M0.06%−17,793−31.0%Reduced
1832 Asset Management L.P.39,459$1.53M0.00%00.0%Unchanged
Schnieders Capital Management LLC40,667$1.56M0.42%−1,033−2.5%Reduced
Arizona State Retirement System41,781$1.60M0.01%+882+2.2%Added
HighTower Advisors, LLC42,390$1.62M0.00%−2,695−6.0%Reduced
CIBC Private Wealth Group, LLC42,544$1.63M0.00%−5,694−11.8%Reduced
Virtus ETF Advisers LLC42,856$1.64M0.72%−1,574−3.5%Reduced
Spirit of America Management Corp44,050$1.69M0.36%+5,250+13.5%Added
Lincoln National Corp45,213$1.73M0.04%+45,213New
Private Advisor Group, LLC45,616$1.75M0.01%+24,908+120.3%Added
Legal & General Group Plc45,754$1.75M0.00%+34,010+289.6%Added
TCW Group Inc46,154$1.77M0.02%+46,154New
Wedbush Securities Inc48,083$1.84M0.09%−12,884−21.1%Reduced
Federation des caisses Desjardins du Quebec48,220$1.84M0.02%−12,501−20.6%Reduced
Intercontinental Wealth Advisors, LLC48,813$1.87M0.44%−3,139−6.0%Reduced
Nomura Asset Management Co Ltd49,700$1.90M0.01%−12,415−20.0%Reduced
Davenport & Co LLC50,369$1.93M0.01%+6,781+15.6%Added
Healthcare of Ontario Pension Plan Trust Fund50,504$1.93M0.00%+1,816+3.7%Added
Pantheon Investment Group, LLC50,865$1.95M1.68%−307−0.6%Reduced
Winton Group Ltd52,414$2.01M0.11%−10,192−16.3%Reduced
Allstate Corp52,784$2.02M0.08%−31,858−37.6%Reduced
Raymond James Financial Services Advisors, Inc.53,355$2.04M0.00%+12,067+29.2%Added
Signet Financial Management, LLC53,611$2.05M0.35%+1,599+3.1%Added
Raymond James & Associates57,320$2.19M0.00%−8,832−13.4%Reduced
NexWave Capital Partners LLC57,761$2.21M5.70%−35,000−37.7%Reduced
Ergoteles LLC57,861$2.22M0.08%+57,861New
Van Eck Associates Corp58,294$2.23M0.01%−5,821−9.1%Reduced
Penn Capital Management Co Inc60,375$2.31M0.23%−809−1.3%Reduced
Qube Research & Technologies Ltd61,719$2.36M0.03%+61,719New
Weiss Multi-Strategy Advisers LLC62,706$2.40M0.05%+62,706New
Franklin Street Capital Partners, LLC63,627$2.44M2.13%+63,627New
South Street Advisors LLC64,360$2.46M0.47%00.0%Unchanged
Horizon Investments, LLC66,785$2.56M0.08%+66,785New
Picton Mahoney Asset Management70,600$2.70M0.10%+70,600New
Meritage Portfolio Management73,756$2.83M0.17%−231−0.3%Reduced
Schroder Investment Management Group77,029$2.95M0.00%−1,010−1.3%Reduced
Keebeck Alpha, LP78,013$2.99M0.92%+78,013New
Parametric Portfolio Associates LLC81,297$3.11M0.00%+9,860+13.8%Added
Arrowstreet Capital, Limited Partnership86,934$3.33M0.00%+86,934New
Deutsche Bank AG87,535$3.35M0.00%−1,098,390−92.6%Reduced
Price T Rowe Associates Inc88,026$3.37M0.00%−6,293−6.7%Reduced
Russell Investments Group, Ltd.90,823$3.48M0.01%−529,232−85.4%Reduced
LPL Financial LLC91,977$3.52M0.00%+65,158+243.0%Added
Westpac Banking Corp95,575$3.66M0.04%−5,880−5.8%Reduced
BNP Paribas Arbitrage, SA103,125$3.95M0.01%+115+0.1%Added
Sound Income Strategies, LLC103,433$3.96M0.51%+27,599+36.4%Added
Exchange Traded Concepts, LLC103,790$3.98M0.10%+21,224+25.7%Added
Victory Capital Management Inc103,942$3.98M0.00%−19,185−15.6%Reduced
Prelude Capital Management, LLC104,095$3.99M0.22%+42,095+67.9%Added
Cinctive Capital Management LP106,234$4.07M0.22%−18,570−14.9%Reduced
Truist Financial Corp109,482$4.19M0.01%−5,027−4.4%Reduced
Hill Winds Capital LP115,000$4.41M2.08%−70,000−37.8%Reduced
Thrivent Financial for Lutherans123,736$4.74M0.01%00.0%Unchanged
California State Teachers Retirement System125,543$4.81M0.01%+125,543New
GSI Capital Advisors LLC126,763$4.86M2.42%+7,772+6.5%Added
Alpine Associates Management Inc.126,800$4.86M0.16%+126,800New
Gabelli Funds LLC142,400$5.45M0.04%−3,750−2.6%Reduced
State of New Jersey Common Pension Fund D148,437$5.68M0.02%+6,647+4.7%Added
Comerica Bank151,735$6.17M0.04%−5,257−3.3%Reduced
Capital Investment Advisors, LLC165,214$6.33M0.21%+18,568+12.7%Added
RVB Capital Management LLC167,500$6.42M4.63%−2,500−1.5%Reduced
First Republic Investment Management, Inc.179,379$6.87M0.02%+101,312+129.8%Added
Crabel Capital Management, LLC183,643$7.03M2.17%+183,643New
Barclays PLC202,983$7.77M0.01%+181,102+827.7%Added
Evergreen Capital Management LLC205,743$7.88M0.36%+13,630+7.1%Added
Stifel Financial Corp206,358$7.90M0.01%−1,377−0.7%Reduced
Bardin Hill Management Partners LP206,674$7.92M1.28%00.0%Unchanged