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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, Q4 2021

Institutional positions in MGM Growth Properties LLC as of Dec 31, 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
295
+17 vs. Q3 2021
Shares held
143.8M
+950.3K (+0.7%) vs. Q3 2021
Total value
$5.86B
+$382.5M (+7.0%) vs. Q3 2021
New holders
46
112 more added
Sold out
29
98 more reduced

5 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2021: 295 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 heldQ4 2021: $5.86B
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, Q4 2021

Shares, value and share of portfolio for each institution holding MGM Growth Properties LLC; share changes are against Q3 2021.

Institutions holding MGP in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Invesco Ltd.13,499$552.0K0.00%−223−1.6%Reduced
Susquehanna Fundamental Investments, LLC13,977$571.0K0.01%−13,971−50.0%Reduced
Tibra Equities Europe Ltd14,269$583.0K0.53%+14,269New
Lazard Asset Management LLC14,744$602.0K0.00%−2,334−13.7%Reduced
Federation des caisses Desjardins du Quebec14,761$603.1K0.01%−33,459−69.4%Reduced
DuPont Capital Management Corp14,821$605.0K0.02%−4,663−23.9%Reduced
Carmel Capital Partners, LLC14,820$605.0K0.45%+14,820New
Glazer Capital, LLC14,927$610.0K0.01%+14,927New
Rafferty Asset Management, LLC16,129$659.0K0.00%+2,378+17.3%Added
Bank of Montreal16,348$665.0K0.00%−2,539−13.4%Reduced
NTV Asset Management LLC16,700$682.0K0.11%00.0%Unchanged
Jackson Square Capital, LLC16,848$688.0K0.20%−199−1.2%Reduced
Virtu Financial LLC17,491$715.0K0.07%+17,491New
Public Employees Retirement Association of Colorado17,552$717.0K0.00%00.0%Unchanged
GraniteShares Advisors LLC17,608$719.0K0.33%+17,608New
Madison Asset Management, LLC17,955$733.0K0.01%00.0%Unchanged
Black Swift Group, LLC18,950$774.0K0.32%00.0%Unchanged
RVB Capital Management LLC250,000$781.0K0.80%+82,500+49.3%Added
HSBC Holdings PLC19,959$816.0K0.00%+5,700+40.0%Added
Zurcher Kantonalbank (Zurich Cantonalbank)20,144$823.0K0.00%+5,568+38.2%Added
Tectonic Advisors LLC20,749$848.0K0.15%+10,390+100.3%Added
Charles Schwab Investment Management Inc20,771$849.0K0.00%−729−3.4%Reduced
Sawtooth Solutions, LLC20,920$854.0K0.10%+12,357+144.3%Added
Bienville Capital Management, LLC21,246$879.0K0.64%00.0%Unchanged
Bank of New York Mellon Corp21,928$895.0K0.00%−6,662−23.3%Reduced
BDO Wealth Advisors, LLC22,494$919.0K0.10%−1,598−6.6%Reduced
SG Americas Securities, LLC23,709$969.0K0.01%−2,557−9.7%Reduced
Jane Street Group, LLC24,209$989.0K0.00%+2,644+12.3%Added
Vanderbilt University25,387$1.04M0.22%+16,491+185.4%Added
Intersect Capital LLC25,865$1.06M0.19%+2,238+9.5%Added
Atria Investments LLC26,052$1.06M0.02%+26,052New
Baird Financial Group, Inc.26,450$1.08M0.00%−75−0.3%Reduced
Wambolt & Associates, LLC27,451$1.12M0.41%+2,679+10.8%Added
Peapack Gladstone Financial Corp28,649$1.17M0.02%+33+0.1%Added
Healthcare of Ontario Pension Plan Trust Fund28,785$1.18M0.00%−21,719−43.0%Reduced
Private Advisor Group, LLC29,289$1.20M0.01%−16,327−35.8%Reduced
Gilman Hill Asset Management, LLC29,630$1.21M0.27%+2,350+8.6%Added
Illinois Municipal Retirement Fund29,785$1.22M0.03%+6,389+27.3%Added
Deutsche Bank AG29,868$1.22M0.00%−57,667−65.9%Reduced
Teacher Retirement System of Texas30,394$1.24M0.01%+6,147+25.4%Added
Carret Asset Management, LLC31,140$1.27M0.14%+17,790+133.3%Added
Gamco Investors, Inc. Et Al31,236$1.28M0.01%+2,311+8.0%Added
Mint Tower Capital Management B.V.31,345$1.28M0.22%+22,491+254.0%Added
Shell Asset Management Co31,472$1.29M0.03%+154+0.5%Added
Bokf, NA31,858$1.30M0.02%00.0%Unchanged
Mutual Advisors, LLC32,052$1.31M0.07%+9,441+41.8%Added
Adelante Capital Management LLC33,375$1.36M0.06%+270+0.8%Added
Cinctive Capital Management LP34,097$1.39M0.07%−72,137−67.9%Reduced
Pentwater Capital Management LP37,000$1.51M0.02%+37,000New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC37,554$1.53M0.13%00.0%Unchanged
1832 Asset Management L.P.39,393$1.61M0.00%−66−0.2%Reduced
Schnieders Capital Management LLC40,667$1.66M0.39%00.0%Unchanged
Ergoteles LLC40,884$1.67M0.06%−16,977−29.3%Reduced
Arizona State Retirement System42,163$1.72M0.01%+382+0.9%Added
Legal & General Group Plc42,326$1.73M0.00%−3,428−7.5%Reduced
HighTower Advisors, LLC43,159$1.76M0.00%+769+1.8%Added
Franklin Street Capital Partners, LLC44,138$1.80M8.39%−19,489−30.6%Reduced
Advisor Group Holdings, Inc.44,425$1.81M0.00%+8,212+22.7%Added
CIBC Private Wealth Group, LLC45,184$1.85M0.00%+2,640+6.2%Added
Van Eck Associates Corp45,399$1.85M0.00%−12,895−22.1%Reduced
Intercontinental Wealth Advisors, LLC47,569$1.94M0.41%−1,244−2.5%Reduced
Spirit of America Management Corp48,150$1.97M0.39%+4,100+9.3%Added
Virtus ETF Advisers LLC48,691$1.99M0.75%+5,835+13.6%Added
Lincoln National Corp49,626$2.03M0.04%+4,413+9.8%Added
Nomura Asset Management Co Ltd50,700$2.07M0.01%+1,000+2.0%Added
BNP Paribas Arbitrage, SA50,863$2.08M0.00%−52,262−50.7%Reduced
The PNC Financial Services Group, Inc.51,088$2.09M0.00%+50,935+33,290.8%Added
Keebeck Alpha, LP52,029$2.13M0.77%−25,984−33.3%Reduced
Wedbush Securities Inc53,405$2.18M0.09%+5,322+11.1%Added
Davenport & Co LLC53,646$2.19M0.01%+3,277+6.5%Added
Signet Financial Management, LLC53,989$2.21M0.33%+378+0.7%Added
Pantheon Investment Group, LLC54,776$2.23M1.75%+3,911+7.7%Added
Raymond James & Associates57,097$2.33M0.00%−223−0.4%Reduced
Penn Capital Management Co Inc58,080$2.35M0.24%−2,295−3.8%Reduced
South Street Advisors LLC59,060$2.41M0.42%−5,300−8.2%Reduced
Weiss Multi-Strategy Advisers LLC60,352$2.46M0.06%−2,354−3.8%Reduced
Russell Investments Group, Ltd.65,072$2.66M0.00%−25,751−28.4%Reduced
Parametric Portfolio Associates LLC66,067$2.70M0.00%−15,230−18.7%Reduced
Raymond James Financial Services Advisors, Inc.68,804$2.81M0.01%+15,449+29.0%Added
Marshall Wace, LLP70,275$2.87M0.01%+43,678+164.2%Added
TCW Group Inc74,298$3.04M0.03%+28,144+61.0%Added
Schroder Investment Management Group74,892$3.06M0.00%−2,137−2.8%Reduced
Westpac Banking Corp84,460$3.45M0.04%−11,115−11.6%Reduced
Renaissance Technologies LLC87,500$3.57M0.00%+87,500New
Price T Rowe Associates Inc88,026$3.60M0.00%00.0%Unchanged
Picton Mahoney Asset Management90,332$3.69M0.13%+19,732+27.9%Added
Allstate Corp91,112$3.72M0.07%+38,328+72.6%Added
Verition Fund Management LLC96,098$3.93M0.05%+64,389+203.1%Added
Royal Bank of Canada101,158$4.13M0.00%−164,971−62.0%Reduced
LPL Financial LLC101,659$4.15M0.00%+9,682+10.5%Added
Prelude Capital Management, LLC108,000$4.41M0.22%+3,905+3.8%Added
Truist Financial Corp108,264$4.42M0.01%−1,218−1.1%Reduced
Susquehanna International Group, LLP112,585$4.60M0.01%+89,225+382.0%Added
1060 Capital, LLC112,977$4.62M7.47%+112,977New
Securian Asset Management, Inc116,399$4.75M0.09%−188,739−61.9%Reduced
Schonfeld Strategic Advisors LLC117,100$4.78M0.05%−292,843−71.4%Reduced
Thrivent Financial for Lutherans118,236$4.83M0.01%−5,500−4.4%Reduced
Hill Winds Capital LP120,000$4.90M2.31%+5,000+4.3%Added
GSI Capital Advisors LLC123,483$5.04M2.21%−3,280−2.6%Reduced
Sound Income Strategies, LLC124,392$5.08M0.60%+20,959+20.3%Added