WATERFALL ASSET MANAGEMENT, LLC

Position in MRP — Millrose Properties, Inc.

CIK 1570717 NEW YORK, NY

Position in MRP

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$9,101,288

+$5,963,087 QoQ

Shares Held

325,046

+209.4% QoQ

Ownership

0.196%

of shares outstanding

% of Portfolio

8.21%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Mar 31, 2026

WATERFALL ASSET MANAGEMENT, LLC holds $34,239,252 across 3 REIT - Residential names. MRP ranks #3 (26.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CPT	Camden Property Trust	131,704	$12,862,212
2	AVB	Avalonbay Communities Inc	75,150	$12,275,752
3	MRP	Millrose Properties, Inc. This page	325,046	$9,101,288

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$9,101,288	325,046	+209.4%	Shares	Sole	2026-05-08
2025-12-31	$3,138,201	105,062	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.