Heritage Wealth Advisors

Position in MRP — Millrose Properties, Inc.

CIK 1591122 RICHMOND, VA

Position in MRP

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,494

+$170 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#426

of 519 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Heritage Wealth Advisors holds $774,650 across 4 REIT - Residential names. MRP ranks #2 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UDR	UDR, Inc.	19,288	$769,976
2	MRP	Millrose Properties, Inc. This page	83	$2,494
3	MAA	Mid America Apartment Communities Inc.	15	$2,084
4	ELME	Elme Communities	65	$96

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,494	83	0.0%	Shares	Sole	2026-08-14
2026-03-31	$2,324	83	-50.0%	Shares	Sole	2026-05-14
2025-12-31	$4,958	166	0.0%	Shares	Sole	2026-02-13
2025-09-30	$5,579	166	0.0%	Shares	Sole	2025-11-13
2025-06-30	$4,732	166	0.0%	Shares	Sole	2025-08-11
2025-03-31	$4,400	166	—	Shares	Sole	2025-05-08
No filing history on record for this holder in this stock.