Skip to main content

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
Alpine Associates Management Inc.129,400$5.28M0.20%+2,600+2.1%Added
California State Teachers Retirement System132,532$5.41M0.01%+6,989+5.6%Added
Comerica Bank145,083$5.46M0.04%−6,652−4.4%Reduced
Gillson Capital LP141,669$5.79M0.38%−156,579−52.5%Reduced
Gabelli Funds LLC142,400$5.82M0.04%00.0%Unchanged
State of New Jersey Common Pension Fund D142,989$5.84M0.02%−5,448−3.7%Reduced
Two Sigma Advisers, LP153,700$6.28M0.02%−84,000−35.3%Reduced
Qube Research & Technologies Ltd158,231$6.46M0.05%+96,512+156.4%Added
Capital Investment Advisors, LLC181,380$7.41M0.23%+16,166+9.8%Added
Crabel Capital Management, LLC183,643$7.50M1.34%00.0%Unchanged
Standard Life Aberdeen plc188,417$7.70M0.02%−1,705,987−90.1%Reduced
HGI Capital Management, LLC192,352$7.86M3.14%−159,746−45.4%Reduced
First Republic Investment Management, Inc.195,535$7.99M0.02%+16,156+9.0%Added
Bardin Hill Management Partners LP206,674$8.44M1.77%00.0%Unchanged
Stifel Financial Corp206,795$8.45M0.01%+437+0.2%Added
Evergreen Capital Management LLC215,668$8.81M0.35%+9,925+4.8%Added
Grantham, Mayo, Van Otterloo & Co. LLC242,735$9.92M0.05%00.0%Unchanged
Hazelview Securities Inc.249,065$10.1M1.27%−298,618−54.5%Reduced
UBS Asset Management Americas Inc248,478$10.2M0.00%−18,442−6.9%Reduced
One Fin Capital Management LP250,063$10.2M4.26%+250,063New
Envestnet Asset Management Inc251,690$10.3M0.01%−1,638−0.6%Reduced
Arrowstreet Capital, Limited Partnership258,018$10.5M0.01%+171,084+196.8%Added
Northern Trust Corp258,906$10.6M0.00%+7,811+3.1%Added
LDR Capital Management LLC259,524$10.6M4.84%−18,004−6.5%Reduced
IndexIQ Advisors LLC271,268$11.1M0.37%−13,138−4.6%Reduced
Employees Retirement System of Texas285,312$11.7M0.13%−7,294−2.5%Reduced
Makena Capital Management LLC290,979$11.9M1.34%+3,677+1.3%Added
Guggenheim Capital LLC293,422$12.0M0.06%−1,863−0.6%Reduced
HRT Financial LP301,810$12.3M0.07%+264,505+709.0%Added
Alberta Investment Management Corp302,704$12.4M0.08%+50,000+19.8%Added
Sonora Investment Management Group, LLC318,514$13.0M1.51%+318,514New
UBS Group AG321,340$13.1M0.01%−44,460−12.2%Reduced
Gerber Kawasaki Wealth & Investment Management333,146$13.6M1.08%+332,600+60,915.8%Added
SEI Investments Co334,369$13.7M0.03%+45,736+15.8%Added
Swiss National Bank344,601$14.1M0.01%+5,700+1.7%Added
Citigroup Inc347,548$14.2M0.01%−122,879−26.1%Reduced
Franklin Resources Inc381,877$15.6M0.01%−2,600−0.7%Reduced
Geode Capital Management, LLC404,911$16.5M0.00%−2,854−0.7%Reduced
Bank of America Corp408,016$16.7M0.00%−24,482−5.7%Reduced
M&T Bank Corp417,489$17.1M0.07%+77,162+22.7%Added
Credit Suisse AG433,722$17.7M0.01%+213,099+96.6%Added
South Dakota Investment Council444,387$18.2M0.30%+16,000+3.7%Added
Mirae Asset Global Investments Co., Ltd.449,169$18.3M0.04%−10,387−2.3%Reduced
Deroy & Devereaux Private Investment Counsel Inc470,872$19.2M1.42%−7,273−1.5%Reduced
Wilsey Asset Management Inc474,724$19.4M4.40%−2,251−0.5%Reduced
Fidelity National Financial, Inc.500,000$20.4M1.70%00.0%Unchanged
LMR Partners LLP500,000$20.4M0.27%00.0%Unchanged
Macquarie Group Ltd504,341$20.6M0.02%−18,800−3.6%Reduced
Barclays PLC506,652$20.7M0.01%+303,669+149.6%Added
CNH Partners LLC521,165$21.3M0.62%+2,573+0.5%Added
Tudor Investment Corp Et Al524,623$21.4M0.41%+258,640+97.2%Added
Bamco Inc526,572$21.5M0.05%−150,722−22.3%Reduced
D. E. Shaw & Co., Inc.534,862$21.8M0.03%−349,235−39.5%Reduced
State Street Corp530,361$21.9M0.00%−1,997−0.4%Reduced
Natixis Advisors, L.P.542,929$22.2M0.08%−19,777−3.5%Reduced
Morgan Stanley555,606$22.7M0.00%+165,555+42.4%Added
Millennium Management LLC557,186$22.8M0.03%−661,282−54.3%Reduced
BlackRock Inc.614,936$25.1M0.00%+10,872+1.8%Added
Prudential Financial Inc665,594$26.1M0.03%−306,842−31.6%Reduced
Wells Fargo & Company669,444$27.3M0.01%−10,131−1.5%Reduced
FMR LLC846,300$34.6M0.00%+541,549+177.7%Added
Wedge Capital Management L L P848,157$34.6M0.43%−98,558−10.4%Reduced
Neuberger Berman Group LLC849,741$34.7M0.03%−187,815−18.1%Reduced
BlueMar Capital Management, LLC905,571$37.0M10.27%+91,233+11.2%Added
Colony Capital, Inc.1,055,500$43.1M6.31%+429,500+68.6%Added
Balyasny Asset Management LLC1,126,801$46.0M0.20%+186,012+19.8%Added
Zeke Capital Advisors, LLC1,271,610$51.9M3.03%+70,640+5.9%Added
Citadel Advisors LLC1,309,733$53.5M0.06%+423,393+47.8%Added
Sumitomo Mitsui Trust Holdings, Inc.1,440,127$58.8M0.04%−28,578−1.9%Reduced
Alliancebernstein L.P.1,544,280$63.1M0.02%−2,012,753−56.6%Reduced
Goldman Sachs Group Inc1,604,961$65.6M0.02%+454,213+39.5%Added
Soros Fund Management LLCSuperinvestorSoros Fund Management1,721,806$70.3M1.04%+744,920+76.3%Added
Governors Lane LP1,876,902$76.7M5.54%+294,602+18.6%Added
Nuveen Asset Management, LLC2,063,941$84.3M0.02%−26,183−1.3%Reduced
Allianz Asset Management GmbH2,095,891$85.6M0.06%+85,369+4.2%Added
Lasalle Investment Management Securities LLC2,133,812$87.2M2.60%+13,846+0.7%Added
Dimensional Fund Advisors LP2,156,512$88.1M0.03%−21,839−1.0%Reduced
Janus Henderson Group PLC2,184,000$89.3M0.04%+164,402+8.1%Added
Ameriprise Financial Inc2,448,030$94.3M0.03%+1,017,772+71.2%Added
Versor Investments LP2,811,150$114.8M3.47%+515,521+22.5%Added
Federated Hermes, Inc.3,136,006$128.1M0.24%+256,517+8.9%Added
Magnetar Financial LLC3,254,719$133.0M1.34%+70,693+2.2%Added
American Century Companies Inc3,952,356$161.5M0.10%+270,113+7.3%Added
Centersquare Investment Management LLC4,103,461$167.6M1.52%+970,000+31.0%Added
JPMorgan Chase & Co4,128,760$168.7M0.02%+80,184+2.0%Added
Capital International Investors4,876,742$199.2M0.04%+200.0%Added
Blackstone Group Inc.4,891,395$199.8M0.50%00.0%Unchanged
UBS Oconnor LLC5,129,646$209.5M2.02%+2,996,337+140.5%Added
Principal Financial Group Inc5,157,388$210.5M0.13%+140,868+2.8%Added
Kayne Anderson Rudnick Investment Management LLC5,306,527$216.8M0.50%−300,653−5.4%Reduced
Vanguard Group Inc8,583,893$350.7M0.01%+225,321+2.7%Added
Barrow Hanley Mewhinney & Strauss LLC9,404,327$384.2M1.21%−570,553−5.7%Reduced
Capital World Investors11,065,000$452.0M0.07%−1,560,000−12.4%Reduced
Capital Research Global Investors12,429,030$507.7M0.11%−1,051,606−7.8%Reduced
Edge Wealth Management LLC6––+6New
Water Island Capital LLC0$00.00%−596,247−100.0%Sold out
Cbre Clarion Securities LLC0$00.00%−494,372−100.0%Sold out
Victory Capital Management Inc0$00.00%−103,942−100.0%Sold out
Exchange Traded Concepts, LLC0$00.00%−103,790−100.0%Sold out
Meritage Portfolio Management0$00.00%−73,756−100.0%Sold out