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Equibles

Pacific Heights Asset Management LLC

Position in MRP — Millrose Properties, Inc.

CIK 1323414 San Francisco, CA
Back to MRP Full portfolio

Position in MRP

as of Jun 30, 2026 · filed Aug 17, 2026
Position Value
$22,537,500
+$1,537,500 QoQ
Shares Held
750,000
0.0% QoQ
Ownership
0.452%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#30
of 523 holders
Holding Since
Mar 2025
6 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 Jun 30, 2026

Pacific Heights Asset Management LLC holds $123,423,007 across 6 REIT - Residential names. MRP ranks #3 (18.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ESS
Essex Property Trust, Inc.
 100,000 $29,159,000
2
418,950 $28,303,507
3 MRP
Millrose Properties, Inc.
This page 		750,000 $22,537,500
4 CSR
Centerspace
 300,000 $16,857,000
5 UDR
UDR, Inc.
 400,000 $15,968,000
6 UMH
Umh Properties, Inc.
 700,000 $10,598,000

All Filings in MRP

Export CSV
6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $22,537,500 750,000
2026-03-31 $21,000,000 750,000
2025-12-31 $20,909,000 700,000
2025-09-30 $16,805,000 500,000
2025-06-30 $9,978,500 350,000
2025-03-31 $8,748,300 330,000