EverSource Wealth Advisors, LLC
Position in MRP — Millrose Properties, Inc.
CIK 1710537
BIRMINGHAM, AL
Position in MRP
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$125,104
-$18,445 QoQ
Shares Held
4,468
-7.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MRP Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $3,774,787 across 20 REIT - Residential names. MRP ranks #5 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMH |
American Homes 4 Rent
|
95,057 | $2,653,986 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
1,643 | $200,638 | |
| 3 | INVH |
Invitation Homes Inc.
|
5,975 | $148,475 | |
| 4 | AVB |
Avalonbay Communities Inc
|
819 | $133,779 | |
| 5 | MRP |
Millrose Properties, Inc.
This page
|
4,468 | $125,104 | |
| 6 | SUI |
Sun Communities Inc
|
982 | $123,688 | |
| 7 | EQR |
Equity Residential
|
1,822 | $107,763 | |
| 8 | ESS |
Essex Property Trust, Inc.
|
265 | $64,130 |
All Filings in MRP
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $125,104 | 4,468 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $143,549 | 4,806 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $111,817 | 3,327 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $98,073 | 3,440 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $46,814 | 1,766 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||