Pinnacle Wealth Planning Services, Inc.
Position in MRP — Millrose Properties, Inc.
CIK 1726752
MANSFIELD, OH
Position in MRP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$109,442
-$104,926 QoQ
Shares Held
3,642
-52.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#320
of 519 holders
Holding Since
Sep 2025
4 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, 2026Pinnacle Wealth Planning Services, Inc. holds $498,031 across 15 REIT - Residential names. MRP ranks #1 (22.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRP |
Millrose Properties, Inc.
This page
|
3,642 | $109,442 | |
| 2 | IRT |
Independence Realty Trust, Inc.
|
6,160 | $102,810 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
206 | $60,067 | |
| 4 | CSR |
Centerspace
|
808 | $45,401 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
298 | $41,404 | |
| 6 | AVB |
Avalonbay Communities Inc
|
556 | $37,549 | |
| 7 | BRT |
BRT Apartments Corp.
|
1,986 | $30,524 | |
| 8 | UDR |
UDR, Inc.
|
738 | $29,460 |
All Filings in MRP
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $109,442 | 3,642 | Shares | Sole | 2026-08-07 | |
| 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. | ||||||