Callodine Capital Management, LP

Position in MRP — Millrose Properties, Inc.

CIK 1741675 BOSTON, MA

Position in MRP

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$24,918,571

+$3,571,595 QoQ

Shares Held

829,237

+8.8% QoQ

Ownership

0.499%

of shares outstanding

% of Portfolio

1.64%

of 13F equity value

Holder Rank

#28

of 523 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Real Estate · as of Jun 30, 2026

Callodine Capital Management, LP holds $82,717,461 across 3 REIT - Residential names. MRP ranks #3 (30.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UDR	UDR, Inc.	804,619	$32,120,390
2	INVH	Invitation Homes Inc.	850,000	$25,678,500
3	MRP	Millrose Properties, Inc. This page	829,237	$24,918,571

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$24,918,571	829,237	+8.8%	Shares	Sole	2026-08-14
2026-03-31	$21,346,976	762,392	+110.8%	Shares	Sole	2026-05-15
2025-12-31	$10,802,395	361,647	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.