Perkins Investment Management’s MGM Growth Properties LLC Class A common shares representing limited liability company interests MGP Stock Holding History

Perkins Investment Management’s Portfolio MGP Stock Details MGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$53.1M	Buy	1,964,528 +101,718	+5%	+$2.61M	0.66%	61
2016 Q4	$47.1M	Buy	1,862,810 +234,640	+14%	+$5.85M	0.6%	66
2016 Q3	$42.4M	Buy	1,628,170 +809,223	+99%	+$21.1M	0.59%	68
2016 Q2	$21.9M	Buy	+818,947	New	+$19.5M	0.33%	100

Other funds holding MGP

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

GCM

Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Perkins Investment Management's MGP Position: Q1 2017 in Review

Perkins Investment Management increased its MGM Growth Properties LLC Class A common shares representing limited liability company interests (MGP) stake by 5.5% in Q1 2017, buying an estimated $2.61M and bringing the position to 1,964,528 shares worth $53.1M. The position accounts for 0.66% of the portfolio, ranked #61.

Perkins Investment Management first reported a position in MGP in Q2 2016 and has held it in 4 quarters since. 129 funds tracked by Wall St. Rank hold MGP as of Q1 2017.

Perkins Investment Management held 1,964,528 shares of MGM Growth Properties LLC Class A common shares representing limited liability company interests worth $53.1M as of Q1 2017.
Perkins Investment Management bought 101,718 MGM Growth Properties LLC Class A common shares representing limited liability company interests shares in Q1 2017, an estimated $2.61M.
MGM Growth Properties LLC Class A common shares representing limited liability company interests made up 0.66% of Perkins Investment Management's portfolio in Q1 2017, its #61 holding.
Perkins Investment Management first reported a position in MGM Growth Properties LLC Class A common shares representing limited liability company interests in Q2 2016 and has held it in 4 quarters since.
129 funds tracked by Wall St. Rank held MGM Growth Properties LLC Class A common shares representing limited liability company interests as of Q1 2017.

Based on Perkins Investment Management's 13F filing for Q1 2017, filed 15 May 2017.