Position in MRP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$540
+$36 QoQ
Shares Held
18
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#476
of 523 holders
Holding Since
Jun 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, 2026MONTAG A & ASSOCIATES INC holds $4,354,521 across 7 REIT - Residential names. MRP ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UMH |
Umh Properties, Inc.
|
258,354 | $3,911,479 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
2,338 | $324,841 | |
| 3 | VMRK |
Vivmark Residential
|
1,214 | $82,467 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
59 | $17,203 | |
| 5 | 148 | $10,000 | |||
| 6 | ELS |
Equity Lifestyle Properties Inc
|
124 | $7,991 | |
| 7 | MRP |
Millrose Properties, Inc.
This page
|
18 | $540 |
All Filings in MRP
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $540 | 18 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $504 | 18 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $537 | 18 | Shares | Sole | 2026-02-02 | |
| 2025-06-30 | $513 | 18 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||