Position in MRP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,682,259
+$399,635 QoQ
Shares Held
55,982
+22.2% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#145
of 519 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 69%
Shared 0%
None 31%
Common Shares in MRP Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $21,153,464 across 13 REIT - Residential names. MRP ranks #4 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
45,627 | $6,339,415 | |
| 2 | AMH |
American Homes 4 Rent
|
63,961 | $2,143,972 | |
| 3 | VMRK |
Vivmark Residential
|
24,859 | $1,688,671 | |
| 4 | MRP |
Millrose Properties, Inc.
This page
|
55,982 | $1,682,259 | |
| 5 | INVH |
Invitation Homes Inc.
|
54,919 | $1,659,102 | |
| 6 | UDR |
UDR, Inc.
|
39,634 | $1,582,189 | |
| 7 | AVB |
Avalonbay Communities Inc
|
7,843 | $1,479,895 | |
| 8 | ESS |
Essex Property Trust, Inc.
|
4,985 | $1,453,576 |
All Filings in MRP
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,682,259 | 55,982 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,282,624 | 45,808 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,379,277 | 46,176 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $354,652 | 10,552 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $286,240 | 10,040 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $336,438 | 12,691 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||