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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, Q1 2022

Institutional positions in MGM Growth Properties LLC as of Mar 31, 2022. 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
281
−7 vs. Q4 2021
Shares held
137.0M
−6.67M (−4.6%) vs. Q4 2021
Total value
$5.29B
−$558.8M (−9.5%) vs. Q4 2021
New holders
33
105 more added
Sold out
40
99 more reduced

7 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2022: 281 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 heldQ1 2022: $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, Q1 2022

Shares, value and share of portfolio for each institution holding MGM Growth Properties LLC; share changes are against Q4 2021.

Institutions holding MGP in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Capital World Investors11,425,000$442.1M0.08%+360,000+3.3%Added
Capital Research Global Investors11,363,182$439.8M0.11%−1,065,848−8.6%Reduced
Barrow Hanley Mewhinney & Strauss LLC9,603,516$371.7M1.21%+199,189+2.1%Added
Vanguard Group Inc8,687,372$336.2M0.01%+103,479+1.2%Added
Principal Financial Group Inc5,210,171$201.6M0.13%+52,783+1.0%Added
Blackstone Group Inc.4,891,395$189.3M0.48%00.0%Unchanged
Capital International Investors4,879,104$188.8M0.04%+2,3620.0%Added
JPMorgan Chase & Co4,792,676$185.5M0.02%+663,916+16.1%Added
Centersquare Investment Management LLC4,366,191$169.0M1.56%+262,730+6.4%Added
American Century Companies Inc3,865,486$149.6M0.10%−86,870−2.2%Reduced
Goldman Sachs Group Inc3,546,670$137.3M0.03%+1,941,709+121.0%Added
Soros Fund Management LLCSuperinvestorSoros Fund Management3,312,814$128.2M2.35%+1,591,008+92.4%Added
Magnetar Financial LLC3,215,039$124.4M1.33%−39,680−1.2%Reduced
Federated Hermes, Inc.3,127,406$121.0M0.27%−8,600−0.3%Reduced
Millennium Management LLC3,120,375$120.8M0.15%+2,563,189+460.0%Added
Versor Investments LP2,703,941$104.6M3.91%−107,209−3.8%Reduced
Ameriprise Financial Inc2,667,186$98.2M0.03%+219,156+9.0%Added
Dimensional Fund Advisors LP2,137,697$82.7M0.03%−18,815−0.9%Reduced
Allianz Asset Management GmbH2,101,421$81.3M0.06%+5,530+0.3%Added
Nuveen Asset Management, LLC1,974,725$72.1M0.02%−89,216−4.3%Reduced
Janus Henderson Group PLC1,816,457$70.3M0.03%−367,543−16.8%Reduced
Lasalle Investment Management Securities LLC1,794,286$69.4M2.22%−339,526−15.9%Reduced
Governors Lane LP1,790,622$69.3M5.36%−86,280−4.6%Reduced
Kayne Anderson Rudnick Investment Management LLC1,758,565$68.1M0.18%−3,547,962−66.9%Reduced
Zeke Capital Advisors, LLC1,271,610$49.2M2.48%00.0%Unchanged
Sumitomo Mitsui Trust Holdings, Inc.1,175,533$45.5M0.03%−264,594−18.4%Reduced
Bank of America Corp1,137,611$44.0M0.00%+729,595+178.8%Added
Colony Capital, Inc.926,500$35.9M4.80%−129,000−12.2%Reduced
Arrowstreet Capital, Limited Partnership863,048$33.4M0.04%+605,030+234.5%Added
Balyasny Asset Management LLC858,283$33.2M0.15%−268,518−23.8%Reduced
Wedge Capital Management L L P819,677$31.7M0.43%−28,480−3.4%Reduced
BlueMar Capital Management, LLC787,221$30.5M12.90%−118,350−13.1%Reduced
State Street Corp703,078$27.6M0.00%+172,717+32.6%Added
CNH Partners LLC641,814$24.8M0.65%+120,649+23.1%Added
Barclays PLC640,138$24.8M0.02%+133,486+26.3%Added
BlackRock Inc.612,162$23.7M0.00%−2,774−0.5%Reduced
Morgan Stanley596,840$23.1M0.00%+41,234+7.4%Added
FMR LLC573,301$22.2M0.00%−272,999−32.3%Reduced
Neuberger Berman Group LLC566,388$21.9M0.02%−283,353−33.3%Reduced
Natixis Advisors, L.P.523,467$20.3M0.08%−19,462−3.6%Reduced
D. E. Shaw & Co., Inc.519,259$20.1M0.03%−15,603−2.9%Reduced
Tudor Investment Corp Et Al517,638$20.0M0.52%−6,985−1.3%Reduced
Fidelity National Financial, Inc.500,000$19.4M1.93%00.0%Unchanged
LMR Partners LLP500,000$19.4M0.28%00.0%Unchanged
Macquarie Group Ltd482,041$18.7M0.02%−22,300−4.4%Reduced
Deroy & Devereaux Private Investment Counsel Inc475,493$18.4M1.34%+4,621+1.0%Added
Wilsey Asset Management Inc472,564$18.3M4.20%−2,160−0.5%Reduced
Makena Capital Management LLC462,913$17.9M2.17%+171,934+59.1%Added
M&T Bank Corp455,379$17.6M0.08%+37,890+9.1%Added
Wells Fargo & Company416,348$16.1M0.00%−253,096−37.8%Reduced
Geode Capital Management, LLC395,847$15.3M0.00%−9,064−2.2%Reduced
Franklin Resources Inc378,302$14.6M0.01%−3,575−0.9%Reduced
Swiss National Bank370,501$14.3M0.01%+25,900+7.5%Added
1060 Capital, LLC363,977$14.1M26.94%+251,000+222.2%Added
Mirae Asset Global Investments Co., Ltd.358,290$13.9M0.03%−90,879−20.2%Reduced
HRT Financial LP339,824$13.2M0.09%+38,014+12.6%Added
SEI Investments Co336,002$13.0M0.03%+1,633+0.5%Added
Prudential Financial Inc328,456$12.7M0.02%−337,138−50.7%Reduced
Sonora Investment Management Group, LLC320,808$12.4M1.40%+2,294+0.7%Added
Employees Retirement System of Texas312,093$12.1M0.14%+26,781+9.4%Added
Citadel Advisors LLC311,853$12.1M0.01%−997,880−76.2%Reduced
Gerber Kawasaki Wealth & Investment Management307,271$11.9M0.97%−25,875−7.8%Reduced
Alberta Investment Management Corp302,704$11.7M0.07%00.0%Unchanged
Qube Research & Technologies Ltd294,095$11.4M0.10%+135,864+85.9%Added
Guggenheim Capital LLC284,443$11.0M0.07%−8,979−3.1%Reduced
UBS Asset Management Americas Inc269,124$10.4M0.00%+20,646+8.3%Added
One Fin Capital Management LP250,063$9.68M4.00%00.0%Unchanged
Envestnet Asset Management Inc245,108$9.49M0.00%−6,582−2.6%Reduced
Picton Mahoney Asset Management239,879$9.28M0.34%+149,547+165.6%Added
Northern Trust Corp234,489$9.07M0.00%−24,417−9.4%Reduced
IndexIQ Advisors LLC234,319$9.07M0.32%−36,949−13.6%Reduced
Hazelview Securities Inc.229,765$8.84M1.14%−19,300−7.7%Reduced
Evergreen Capital Management LLC220,683$8.54M0.35%+5,015+2.3%Added
UBS Group AG217,943$8.43M0.00%−103,397−32.2%Reduced
Capital Investment Advisors, LLC210,828$8.16M0.25%+29,448+16.2%Added
Pentwater Capital Management LP210,000$8.13M0.15%+173,000+467.6%Added
TCW Group Inc207,949$8.05M0.08%+133,651+179.9%Added
Bardin Hill Management Partners LP206,674$8.00M1.74%00.0%Unchanged
Stifel Financial Corp204,459$7.91M0.01%−2,336−1.1%Reduced
First Republic Investment Management, Inc.203,592$7.88M0.02%+8,057+4.1%Added
RVB Capital Management LLC202,500$7.84M6.67%−47,500−19.0%Reduced
HGI Capital Management, LLC195,981$7.58M2.34%+3,629+1.9%Added
Renaissance Technologies LLC191,600$7.42M0.01%+104,100+119.0%Added
Hill Winds Capital LP190,000$7.35M2.92%+70,000+58.3%Added
Crabel Capital Management, LLC183,643$7.11M2.20%00.0%Unchanged
Alliancebernstein L.P.163,379$6.32M0.00%−1,380,901−89.4%Reduced
Susquehanna International Group, LLP155,223$6.01M0.01%+42,638+37.9%Added
Comerica Bank143,829$5.92M0.04%−1,254−0.9%Reduced
Sound Income Strategies, LLC151,847$5.88M0.68%+27,455+22.1%Added
Two Sigma Advisers, LP146,300$5.66M0.02%−7,400−4.8%Reduced
Gabelli Funds LLC144,400$5.59M0.04%+2,000+1.4%Added
South Dakota Investment Council143,926$5.57M0.11%−300,461−67.6%Reduced
State of New Jersey Common Pension Fund D142,989$5.53M0.02%00.0%Unchanged
California State Teachers Retirement System133,256$5.16M0.01%+724+0.5%Added
Hourglass Capital, LLC128,000$4.95M1.55%+128,000New
Credit Suisse AG124,636$4.82M0.00%−309,086−71.3%Reduced
Alpine Associates Management Inc.124,345$4.81M0.21%−5,055−3.9%Reduced
GSI Capital Advisors LLC118,987$4.61M1.73%−4,496−3.6%Reduced
Thrivent Financial for Lutherans118,236$4.58M0.01%00.0%Unchanged
LPL Financial LLC114,355$4.43M0.00%+12,696+12.5%Added