Medallion Wealth Advisors, LLC
Position in MRP — Millrose Properties, Inc.
CIK 2131139
FARMINGTON, CT
Position in MRP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,889
-$607 QoQ
Shares Held
196
-15.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#398
of 519 holders
Holding Since
Mar 2025
6 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, 2026Medallion Wealth Advisors, LLC holds $409,139 across 6 REIT - Residential names. MRP ranks #5 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UDR |
UDR, Inc.
|
8,447 | $337,204 | |
| 2 | IRT |
Independence Realty Trust, Inc.
|
2,903 | $48,451 | |
| 3 | AMH |
American Homes 4 Rent
|
251 | $8,413 | |
| 4 | ELS |
Equity Lifestyle Properties Inc
|
94 | $6,058 | |
| 5 | MRP |
Millrose Properties, Inc.
This page
|
196 | $5,889 | |
| 6 | VMRK |
Vivmark Residential
|
46 | $3,124 |
All Filings in MRP
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,889 | 196 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,496 | 232 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $7,166 | 240 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $9,239 | 275 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $7,837 | 275 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $8,612 | 325 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||