CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in MRP — Millrose Properties, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in MRP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$72,071,980
+$8,009,212 QoQ
Shares Held
2,398,402
+4.8% QoQ
Ownership
1.44%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#14
of 523 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MRP Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $2,956,511,511 across 17 REIT - Residential names. MRP ranks #12 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | 9,872,263 | $666,952,350 | |||
| 2 | VMRK |
Vivmark Residential
|
4,993,498 | $339,208,318 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
939,663 | $273,996,334 | |
| 4 | INVH |
Invitation Homes Inc.
|
7,925,587 | $239,431,983 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
1,686,464 | $234,317,307 | |
| 6 | UDR |
UDR, Inc.
|
5,182,649 | $206,891,347 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
3,095,506 | $199,505,361 | |
| 8 | SUI |
Sun Communities Inc
|
1,648,236 | $197,639,978 |
All Filings in MRP
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $72,071,980 | 2,398,402 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $64,062,768 | 2,287,956 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $65,844,203 | 2,204,359 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $57,453,673 | 1,709,422 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $48,720,796 | 1,708,902 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $44,740,714 | 1,687,692 | Shares | Sole | 2025-09-15 | |
| No filing history on record for this holder in this stock. | ||||||