Position in MRP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$157,732
+$26,020 QoQ
Shares Held
5,249
+11.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#313
of 519 holders
Holding Since
Mar 2025
6 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, 2026Allworth Financial LP holds $10,191,128 across 19 REIT - Residential names. MRP ranks #6 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
41,083 | $5,708,072 | |
| 2 | AVB |
Avalonbay Communities Inc
|
22,199 | $1,499,708 | |
| 3 | AMH |
American Homes 4 Rent
|
32,101 | $1,076,025 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
3,371 | $982,949 | |
| 5 | INVH |
Invitation Homes Inc.
|
7,324 | $221,258 | |
| 6 | MRP |
Millrose Properties, Inc.
This page
|
5,249 | $157,732 | |
| 7 | UDR |
UDR, Inc.
|
2,643 | $105,508 | |
| 8 | VMRK |
Vivmark Residential
|
1,524 | $103,525 |
All Filings in MRP
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $157,732 | 5,249 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $131,712 | 4,704 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $141,673 | 4,743 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $162,739 | 4,842 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $130,062 | 4,562 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $34,993 | 1,320 | Shares | Sole | 2025-04-30 | |
| No filing history on record for this holder in this stock. | ||||||