UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in MRP — Millrose Properties, Inc.
CIK 1463217
IRVING, TX
Position in MRP
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$514,215
+$30,907 QoQ
Shares Held
17,112
-0.9% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#237
of 516 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MRP Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $6,523,291 across 10 REIT - Residential names. MRP ranks #6 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMRK |
Vivmark Residential
|
15,345 | $1,042,385 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
6,759 | $939,095 | |
| 3 | INVH |
Invitation Homes Inc.
|
28,544 | $862,314 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
2,953 | $861,065 | |
| 5 | AVB |
Avalonbay Communities Inc
|
4,424 | $834,764 | |
| 6 | MRP |
Millrose Properties, Inc.
This page
|
17,112 | $514,215 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
6,709 | $432,395 | |
| 8 | UDR |
UDR, Inc.
|
9,177 | $366,345 |
All Filings in MRP
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $514,215 | 17,112 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $483,308 | 17,261 | Shares | Defined | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||