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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

MGP is no longer listed, so this page shows Q1 2022. 13F filings for later quarters list far fewer holders.

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
Lazard Asset Management LLC14,667$567.0K0.00%−77−0.5%Reduced
DuPont Capital Management Corp14,821$574.0K0.02%00.0%Unchanged
HSBC Holdings PLC15,000$589.0K0.00%−4,959−24.8%Reduced
Nomura Asset Management Co Ltd15,600$603.7K0.00%−35,100−69.2%Reduced
Carmel Capital Partners, LLC16,331$632.0K0.53%+1,511+10.2%Added
NTV Asset Management LLC16,700$646.0K0.11%00.0%Unchanged
Bank of Montreal16,458$647.0K0.00%+110+0.7%Added
Public Employees Retirement Association of Colorado17,552$679.0K0.00%00.0%Unchanged
Jane Street Group, LLC17,865$691.0K0.00%−6,344−26.2%Reduced
Madison Asset Management, LLC17,955$695.0K0.01%00.0%Unchanged
Verition Fund Management LLC18,056$699.0K0.01%−78,042−81.2%Reduced
Jackson Square Capital, LLC18,472$715.0K0.22%+1,624+9.6%Added
Amundi18,939$716.0K0.00%+18,939New
Black Swift Group, LLC18,600$720.0K0.28%−350−1.8%Reduced
Engineers Gate Manager LP18,760$726.0K0.03%+9,807+109.5%Added
GraniteShares Advisors LLC19,324$747.0K0.40%+1,716+9.7%Added
Parametric Portfolio Associates LLC20,163$780.0K0.00%−45,904−69.5%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)20,144$780.0K0.00%00.0%Unchanged
Tibra Equities Europe Ltd20,793$805.0K0.89%+6,524+45.7%Added
Baird Financial Group, Inc.21,075$816.0K0.00%−5,375−20.3%Reduced
BNP Paribas Arbitrage, SA21,280$823.5K0.00%−29,583−58.2%Reduced
Bienville Capital Management, LLC21,246$833.0K0.41%00.0%Unchanged
BDO Wealth Advisors, LLC21,559$834.0K0.09%−935−4.2%Reduced
Gilman Hill Asset Management, LLC23,316$902.0K0.21%−6,314−21.3%Reduced
Water Island Capital LLC25,375$982.0K0.05%+25,375New
Intersect Capital LLC26,239$1.01M0.19%+374+1.4%Added
Tectonic Advisors LLC26,318$1.02M0.18%+5,569+26.8%Added
Schonfeld Strategic Advisors LLC26,715$1.03M0.01%−90,385−77.2%Reduced
SG Americas Securities, LLC27,072$1.05M0.01%+3,363+14.2%Added
Atria Investments LLC27,189$1.05M0.02%+1,137+4.4%Added
Shell Asset Management Co27,418$1.06M0.03%−4,054−12.9%Reduced
Lockheed Martin Investment Management Co27,800$1.07M0.06%+27,800New
Mint Tower Capital Management B.V.27,923$1.08M0.12%−3,422−10.9%Reduced
Peapack Gladstone Financial Corp28,661$1.11M0.02%+120.0%Added
Wambolt & Associates, LLC29,526$1.16M0.42%+2,075+7.6%Added
Teacher Retirement System of Texas32,305$1.25M0.01%+1,911+6.3%Added
Gamco Investors, Inc. Et Al32,444$1.26M0.01%+1,208+3.9%Added
Mutual Advisors, LLC32,880$1.27M0.07%+828+2.6%Added
Private Advisor Group, LLC33,617$1.30M0.01%+4,328+14.8%Added
Raymond James & Associates34,458$1.33M0.00%−22,639−39.7%Reduced
Virtu Financial LLC34,489$1.33M0.10%+16,998+97.2%Added
Adelante Capital Management LLC36,450$1.41M0.07%+3,075+9.2%Added
Schnieders Capital Management LLC40,467$1.57M0.37%−200−0.5%Reduced
Marshall Wace, LLP40,917$1.58M0.00%−29,358−41.8%Reduced
Bank of New York Mellon Corp41,411$1.60M0.00%+19,483+88.8%Added
Carret Asset Management, LLC41,640$1.61M0.18%+10,500+33.7%Added
HighTower Advisors, LLC41,627$1.61M0.00%−1,532−3.5%Reduced
Arizona State Retirement System42,348$1.64M0.01%+185+0.4%Added
The PNC Financial Services Group, Inc.42,706$1.65M0.00%−8,382−16.4%Reduced
Advisor Group Holdings, Inc.44,113$1.75M0.00%−312−0.7%Reduced
Cubist Systematic Strategies, LLC46,646$1.80M0.02%+46,646New
Covington Capital Management47,021$1.82M0.07%+47,021New
Van Eck Associates Corp47,668$1.84M0.00%+2,269+5.0%Added
Legal & General Group Plc48,498$1.88M0.00%+6,172+14.6%Added
Securian Asset Management, Inc49,349$1.91M0.04%−67,050−57.6%Reduced
Spirit of America Management Corp51,150$1.98M0.39%+3,000+6.2%Added
CIBC Private Wealth Group, LLC51,337$1.99M0.00%+6,153+13.6%Added
1832 Asset Management L.P.52,172$1.99M0.00%+12,779+32.4%Added
Holocene Advisors, LP52,425$2.03M0.01%+52,425New
Lincoln National Corp52,959$2.05M0.04%+3,333+6.7%Added
Citigroup Inc53,285$2.06M0.00%−294,263−84.7%Reduced
Signet Financial Management, LLC53,705$2.08M0.35%−284−0.5%Reduced
Davenport & Co LLC53,991$2.09M0.01%+345+0.6%Added
Penn Capital Management Co Inc56,889$2.23M0.23%−1,191−2.1%Reduced
Wedbush Securities Inc57,637$2.23M0.10%+4,232+7.9%Added
South Street Advisors LLC59,060$2.29M0.43%00.0%Unchanged
CSS LLC64,528$2.50M0.11%+64,528New
Raymond James Financial Services Advisors, Inc.67,282$2.60M0.00%−1,522−2.2%Reduced
Standard Life Aberdeen plc67,615$2.66M0.01%−120,802−64.1%Reduced
Russell Investments Group, Ltd.69,324$2.68M0.00%+4,252+6.5%Added
Westpac Banking Corp74,141$2.87M0.03%−10,319−12.2%Reduced
Sagefield Capital LP77,551$3.00M1.31%+77,551New
Keebeck Alpha, LP78,719$3.05M0.93%+26,690+51.3%Added
Allstate Corp79,896$3.09M0.08%−11,216−12.3%Reduced
Healthcare of Ontario Pension Plan Trust Fund84,136$3.26M0.01%+55,351+192.3%Added
Price T Rowe Associates Inc88,026$3.41M0.00%00.0%Unchanged
Prelude Capital Management, LLC90,010$3.48M0.16%−17,990−16.7%Reduced
Susquehanna Fundamental Investments, LLC96,593$3.74M0.07%+82,616+591.1%Added
Truist Financial Corp108,114$4.18M0.01%−150−0.1%Reduced
Royal Bank of Canada108,121$4.18M0.00%+6,963+6.9%Added
Ergoteles LLC109,886$4.25M0.16%+69,002+168.8%Added
LPL Financial LLC114,355$4.43M0.00%+12,696+12.5%Added
Thrivent Financial for Lutherans118,236$4.58M0.01%00.0%Unchanged
GSI Capital Advisors LLC118,987$4.61M1.73%−4,496−3.6%Reduced
Alpine Associates Management Inc.124,345$4.81M0.21%−5,055−3.9%Reduced
Credit Suisse AG124,636$4.82M0.00%−309,086−71.3%Reduced
Hourglass Capital, LLC128,000$4.95M1.55%+128,000New
California State Teachers Retirement System133,256$5.16M0.01%+724+0.5%Added
State of New Jersey Common Pension Fund D142,989$5.53M0.02%00.0%Unchanged
South Dakota Investment Council143,926$5.57M0.11%−300,461−67.6%Reduced
Gabelli Funds LLC144,400$5.59M0.04%+2,000+1.4%Added
Two Sigma Advisers, LP146,300$5.66M0.02%−7,400−4.8%Reduced
Sound Income Strategies, LLC151,847$5.88M0.68%+27,455+22.1%Added
Comerica Bank143,829$5.92M0.04%−1,254−0.9%Reduced
Susquehanna International Group, LLP155,223$6.01M0.01%+42,638+37.9%Added
Alliancebernstein L.P.163,379$6.32M0.00%−1,380,901−89.4%Reduced
Crabel Capital Management, LLC183,643$7.11M2.20%00.0%Unchanged
Hill Winds Capital LP190,000$7.35M2.92%+70,000+58.3%Added
Renaissance Technologies LLC191,600$7.42M0.01%+104,100+119.0%Added
HGI Capital Management, LLC195,981$7.58M2.34%+3,629+1.9%Added