WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in MRP — Millrose Properties, Inc.
CIK 1632972
PLYMOUTH, MN
Position in MRP
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$3,219,857
+$973,333 QoQ
Shares Held
107,150
+33.5% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#7
of 95 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in MRP Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $52,897,174 across 15 REIT - Residential names. MRP ranks #6 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
140,661 | $19,543,439 | |
| 2 | SUI |
Sun Communities Inc
|
62,709 | $7,519,436 | |
| 3 | AMH |
American Homes 4 Rent
|
171,746 | $5,756,925 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
15,297 | $4,460,452 | |
| 5 | INVH |
Invitation Homes Inc.
|
118,326 | $3,574,628 | |
| 6 | MRP |
Millrose Properties, Inc.
This page
|
107,150 | $3,219,857 | |
| 7 | AVB |
Avalonbay Communities Inc
|
9,589 | $1,809,348 | |
| 8 | CPT |
Camden Property Trust
|
13,206 | $1,511,954 |
All Filings in MRP
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,219,857 | 107,150 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,246,524 | 80,233 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $3,748,475 | 125,493 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $4,206,795 | 125,165 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $3,558,817 | 124,827 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $3,223,483 | 121,595 | Shares | Sole | 2025-04-16 | |
| No filing history on record for this holder in this stock. | ||||||