Pacific Heights Asset Management LLC
Position in MRP — Millrose Properties, Inc.
CIK 1323414
San Francisco, CA
Position in MRP
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$21,000,000
+$91,000 QoQ
Shares Held
750,000
+7.1% QoQ
Ownership
0.452%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MRP Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026Pacific Heights Asset Management LLC holds $106,703,750 across 6 REIT - Residential names. MRP ranks #3 (19.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
150,000 | $24,502,500 | |
| 2 | ESS |
Essex Property Trust, Inc.
|
100,000 | $24,200,000 | |
| 3 | MRP |
Millrose Properties, Inc.
This page
|
750,000 | $21,000,000 | |
| 4 | CSR |
Centerspace
|
275,000 | $15,798,750 | |
| 5 | UDR |
UDR, Inc.
|
350,000 | $11,823,000 | |
| 6 | UMH |
Umh Properties, Inc.
|
650,000 | $9,379,500 |
All Filings in MRP
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,000,000 | 750,000 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $20,909,000 | 700,000 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $16,805,000 | 500,000 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $9,978,500 | 350,000 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $8,748,300 | 330,000 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||