Pinnacle Wealth Planning Services, Inc.
Position in MRP — Millrose Properties, Inc.
CIK 1726752
MANSFIELD, OH
Position in MRP
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$214,368
-$12,524 QoQ
Shares Held
7,656
+0.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in MRP Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026Pinnacle Wealth Planning Services, Inc. holds $578,846 across 17 REIT - Residential names. MRP ranks #1 (37.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRP |
Millrose Properties, Inc.
This page
|
7,656 | $214,368 | |
| 2 | IRT |
Independence Realty Trust, Inc.
|
6,667 | $99,271 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
233 | $56,386 | |
| 4 | AVB |
Avalonbay Communities Inc
|
211 | $34,466 | |
| 5 | VRE |
Veris Residential, Inc.
|
1,767 | $33,343 | |
| 6 | MAA |
Mid America Apartment Communities Inc.
|
273 | $33,338 | |
| 7 | BRT |
BRT Apartments Corp.
|
1,986 | $26,493 | |
| 8 | UDR |
UDR, Inc.
|
732 | $24,726 |
All Filings in MRP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $214,368 | 7,656 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $226,892 | 7,596 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $250,024 | 7,439 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||