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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
Credit Suisse AG220,623$8.45M0.01%+95,990+77.0%Added
Two Sigma Advisers, LP237,700$9.10M0.02%+55,300+30.3%Added
Grantham, Mayo, Van Otterloo & Co. LLC242,735$9.30M0.05%−42,835−15.0%Reduced
Northern Trust Corp251,095$9.62M0.00%+8,433+3.5%Added
Alberta Investment Management Corp252,704$9.68M0.08%+252,704New
Envestnet Asset Management Inc253,328$9.70M0.01%+15,580+6.6%Added
Tudor Investment Corp Et Al265,983$10.2M0.21%+255,677+2,480.9%Added
Royal Bank of Canada266,129$10.2M0.00%−25,672−8.8%Reduced
UBS Asset Management Americas Inc266,920$10.2M0.00%−57,610−17.8%Reduced
LDR Capital Management LLC277,528$10.6M6.01%+277,528New
IndexIQ Advisors LLC284,406$10.9M0.36%+284,406New
Makena Capital Management LLC287,302$11.0M1.86%+100,008+53.4%Added
SEI Investments Co288,633$11.1M0.02%−19,404−6.3%Reduced
Employees Retirement System of Texas292,606$11.2M0.13%−47,202−13.9%Reduced
Guggenheim Capital LLC295,285$11.3M0.07%−196,989−40.0%Reduced
Gillson Capital LP298,248$11.4M0.84%−243,758−45.0%Reduced
FMR LLC304,751$11.7M0.00%+41,249+15.7%Added
Securian Asset Management, Inc305,138$11.7M0.24%−3,000−1.0%Reduced
Sonora Investment Management, LLC327,092$12.5M1.57%−2,006−0.6%Reduced
Swiss National Bank338,901$13.0M0.01%+7,300+2.2%Added
M&T Bank Corp340,327$13.0M0.06%+340,327New
HGI Capital Management, LLC352,098$13.5M5.44%−16,307−4.4%Reduced
UBS Group AG365,800$14.0M0.01%−56,383−13.4%Reduced
Franklin Resources Inc384,477$14.7M0.01%+84,870+28.3%Added
Morgan Stanley390,051$14.9M0.00%−144,170−27.0%Reduced
Geode Capital Management, LLC407,765$15.6M0.00%+6,670+1.7%Added
Schonfeld Strategic Advisors LLC409,943$15.7M0.18%−113,399−21.7%Reduced
South Dakota Investment Council428,387$16.4M0.29%+219,330+104.9%Added
Bank of America Corp432,498$16.6M0.00%−86,259−16.6%Reduced
Mirae Asset Global Investments Co., Ltd.459,556$17.6M0.04%−18,415−3.9%Reduced
Citigroup Inc470,427$18.0M0.02%+357,851+317.9%Added
Wilsey Asset Management Inc476,975$18.3M4.46%+476,975New
Deroy & Devereaux Private Investment Counsel Inc478,145$18.3M1.43%−37,705−7.3%Reduced
Cbre Clarion Securities LLC494,372$18.9M0.33%−1,870,537−79.1%Reduced
Fidelity National Financial, Inc.500,000$19.1M1.42%00.0%Unchanged
LMR Partners LLP500,000$19.1M0.27%+500,000New
CNH Partners LLC518,592$19.9M0.57%+518,592New
Macquarie Group Ltd523,141$20.0M0.02%−2000.0%Reduced
State Street Corp532,358$20.7M0.00%−20,459−3.7%Reduced
Hazelview Securities Inc.547,683$21.4M2.74%−488,355−47.1%Reduced
Natixis Advisors, L.P.562,706$21.6M0.09%+13,062+2.4%Added
Water Island Capital LLC596,247$22.8M1.43%+596,247New
BlackRock Inc.604,064$23.1M0.00%−76,482−11.2%Reduced
Colony Capital, Inc.626,000$24.0M2.29%+257,000+69.6%Added
Bamco Inc677,294$25.9M0.06%−21,258−3.0%Reduced
Wells Fargo & Company679,575$26.0M0.01%+122,526+22.0%Added
BlueMar Capital Management, LLC814,338$31.2M8.14%+3,130+0.4%Added
D. E. Shaw & Co., Inc.884,097$33.9M0.04%−119,602−11.9%Reduced
Citadel Advisors LLC886,340$33.9M0.04%−2,414,167−73.1%Reduced
Balyasny Asset Management LLC940,789$36.0M0.17%+564,633+150.1%Added
Wedge Capital Management L L P946,715$36.3M0.47%−223,395−19.1%Reduced
Soros Fund Management LLCSuperinvestorSoros Fund Management976,886$37.4M0.73%+976,886New
Prudential Financial Inc972,436$38.9M0.05%−5,030−0.5%Reduced
Neuberger Berman Group LLC1,037,556$39.7M0.03%−141,560−12.0%Reduced
Goldman Sachs Group Inc1,150,748$44.1M0.01%+62,215+5.7%Added
Zeke Capital Advisors, LLC1,200,970$46.0M2.66%+149,265+14.2%Added
Millennium Management LLC1,218,468$46.7M0.06%−492,816−28.8%Reduced
Ameriprise Financial Inc1,430,258$55.1M0.02%+1,366,368+2,138.6%Added
Sumitomo Mitsui Trust Holdings, Inc.1,468,705$56.3M0.04%−247,395−14.4%Reduced
Governors Lane LP1,582,300$60.6M4.94%+198,858+14.4%Added
Standard Life Aberdeen plc1,894,404$73.2M0.16%−600,610−24.1%Reduced
Allianz Asset Management GmbH2,010,522$77.0M0.06%−406,204−16.8%Reduced
Janus Henderson Group PLC2,019,598$77.3M0.03%−36,527−1.8%Reduced
Nuveen Asset Management, LLC2,090,124$80.1M0.03%−1,543,291−42.5%Reduced
Lasalle Investment Management Securities LLC2,119,966$81.2M2.64%−235,426−10.0%Reduced
UBS Oconnor LLC2,133,309$81.7M0.71%+1,884,959+759.0%Added
Dimensional Fund Advisors LP2,178,351$83.4M0.03%+69,497+3.3%Added
Versor Investments LP2,295,629$87.9M2.71%+2,295,629New
Federated Hermes, Inc.2,879,489$110.3M0.21%−142,776−4.7%Reduced
Centersquare Investment Management LLC3,133,461$120.0M1.23%+1,287,311+69.7%Added
Magnetar Financial LLC3,184,026$121.9M1.24%+3,184,026New
Alliancebernstein L.P.3,557,033$136.2M0.05%−2,438,584−40.7%Reduced
American Century Companies Inc3,682,243$141.0M0.10%−473,300−11.4%Reduced
JPMorgan Chase & Co4,048,576$155.1M0.02%+1,098,862+37.3%Added
Capital International Investors4,876,722$186.8M0.04%+3,850,880+375.4%Added
Blackstone Group Inc.4,891,395$187.3M0.42%00.0%Unchanged
Principal Financial Group Inc5,016,520$192.1M0.13%+88,891+1.8%Added
Kayne Anderson Rudnick Investment Management LLC5,607,180$214.8M0.52%−93,265−1.6%Reduced
Vanguard Group Inc8,358,572$320.1M0.01%−1,366,284−14.0%Reduced
Barrow Hanley Mewhinney & Strauss LLC9,974,880$382.0M1.27%−1,753,854−15.0%Reduced
Capital World Investors12,625,000$483.5M0.08%+335,000+2.7%Added
Capital Research Global Investors13,480,636$516.3M0.12%+2,4650.0%Added
Gerber Kawasaki Wealth & Investment Management546––−316,171−99.8%Reduced
Proequities, Inc.0$00.00%−95−100.0%Sold out
Waterfront Capital Partners, LLC0$00.00%−1,267,529−100.0%Sold out
Kohlberg Kravis Roberts & Co. L.P.0$00.00%−727,382−100.0%Sold out
Driehaus Capital Management LLC0$00.00%−401,465−100.0%Sold out
Echo Street Capital Management LLC0$00.00%−401,473−100.0%Sold out
Renaissance Technologies LLC0$00.00%−373,200−100.0%Sold out
Foundry Partners, LLC0$00.00%−355,945−100.0%Sold out
Land & Buildings Investment Management, LLC0$00.00%−344,291−100.0%Sold out
GEM Realty Capital0$00.00%−264,064−100.0%Sold out
Forward Management, LLC0$00.00%−155,700−100.0%Sold out
Man Group plc0$00.00%−150,350−100.0%Sold out
Coronation Fund Managers Ltd.0$00.00%−112,770−100.0%Sold out
Calamos Advisors LLC0$00.00%−104,500−100.0%Sold out
Marshall Wace North America L.P.0$00.00%−103,743−100.0%Sold out
Mackenzie Financial Corp0$00.00%−77,338−100.0%Sold out
Intrinsic Edge Capital Management LLC0$00.00%−49,325−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−45,977−100.0%Sold out