WATERFALL ASSET MANAGEMENT, LLC
Position in MRP — Millrose Properties, Inc.
CIK 1570717
NEW YORK, NY
Position in MRP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$12,541,698
+$3,440,410 QoQ
Shares Held
417,361
+28.4% QoQ
Ownership
0.251%
of shares outstanding
% of Portfolio
10.61%
of 13F equity value
Holder Rank
#46
of 523 holders
Holding Since
Dec 2025
3 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, 2026WATERFALL ASSET MANAGEMENT, LLC holds $38,284,260 across 3 REIT - Residential names. MRP ranks #3 (32.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | 191,739 | $12,953,572 | |||
| 2 | CPT |
Camden Property Trust
|
111,704 | $12,788,990 | |
| 3 | MRP |
Millrose Properties, Inc.
This page
|
417,361 | $12,541,698 |
All Filings in MRP
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,541,698 | 417,361 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $9,101,288 | 325,046 | 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. | ||||||