CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in MRP — Millrose Properties, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in MRP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$64,062,768
-$1,781,435 QoQ
Shares Held
2,287,956
+3.8% QoQ
Ownership
1.38%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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 Mar 31, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $2,495,917,053 across 18 REIT - Residential names. MRP ranks #11 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
3,430,876 | $560,433,593 | |
| 2 | EQR |
Equity Residential
|
4,743,347 | $280,568,975 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
887,501 | $214,775,242 | |
| 4 | MAA |
Mid America Apartment Communities Inc.
|
1,595,031 | $194,785,185 | |
| 5 | INVH |
Invitation Homes Inc.
|
7,749,697 | $192,579,970 | |
| 6 | SUI |
Sun Communities Inc
|
1,526,108 | $192,228,563 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
2,910,646 | $181,682,523 | |
| 8 | UDR |
UDR, Inc.
|
5,009,830 | $169,232,057 |
All Filings in MRP
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||