§ REAL ESTATE
USD · Real EstateMRP
MILLROSE PROPERTIES
USDSector · Real EstateBeta · 0.79
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
289 increased/new, 136 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| Dividend | 10.36% |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 20.6M | 0.0% | +3% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 14.8M | n/a | n/a |
| Brave Warrior Advisors, LLC | 8.5M | 5.9% | −1% |
| VANGUARD CAPITAL MANAGEMENT LLC | 6.9M | n/a | n/a |
| Fidelity Management | 6.5M | 0.0% | +60% |
| State Street | 5.3M | 0.0% | +4% |
◇ AC INTELLIGENCE
Top institutional owners for MRP as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER11.3% · 0 holders
OTHER46.3% · 363 holders
PASSIVE / INDEX17.8% · 10 holders
DEALER / BANK8.7% · 43 holders
QUALITY / COMPOUNDER8.3% · 27 holders
INCOME / DEFENSIVE4.8% · 29 holders
TACTICAL / MACRO1.9% · 4 holders
SYSTEMATIC / QUANT0.9% · 8 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for MRP in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention MRP yet.