Position in MRP
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$749,775
+$164,715 QoQ
Shares Held
24,951
+19.4% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#201
of 516 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, 2026Merit Financial Group, LLC holds $7,879,817 across 10 REIT - Residential names. MRP ranks #4 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
16,225 | $2,254,298 | |
| 2 | AMH |
American Homes 4 Rent
|
45,029 | $1,509,369 | |
| 3 | INVH |
Invitation Homes Inc.
|
37,119 | $1,121,362 | |
| 4 | MRP |
Millrose Properties, Inc.
This page
|
24,951 | $749,775 | |
| 5 | AVB |
Avalonbay Communities Inc
|
3,623 | $683,619 | |
| 6 | ESS |
Essex Property Trust, Inc.
|
1,593 | $464,501 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
5,621 | $362,271 | |
| 8 | VMRK |
Vivmark Residential
|
5,051 | $343,111 |
All Filings in MRP
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $749,775 | 24,951 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $585,060 | 20,895 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $612,661 | 20,511 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $685,675 | 20,401 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $578,924 | 20,306 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $552,415 | 20,838 | Shares | Sole | 2025-04-09 | |
| No filing history on record for this holder in this stock. | ||||||