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Millrose Properties, Inc.

MRP Real Estate
$29.72 +$0.13 (0.44%)
Market Cap: $4.93 B
Gurus Holding
8
Popularity Rank
#824
% of Shares Held
6.49%
Net Activity (Q2 2026)
-$65.2 M

Guru Ownership Trend

Guru Analysis for Millrose Properties, Inc. (MRP)

Millrose Properties, Inc. (MRP), a key player in the Real Estate sector, continues to attract institutional attention.

As of Q2 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $320.41 M.

Top institutional holders include Glenn Greenberg and Cliff Asness.

Institutional sentiment is currently Bearish. This is evidenced by a $65.2 M net outflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 162.7%. Conversely, Louis Moore Bacon reduced exposure by 94.2%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$45.02 M
Total Buy Value
New Buys 0
Additions 2
-$110.22 M
Total Sell Value
Reductions 5
Sold Out 0

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
5
Net Buyers
2

FAQs for Millrose Properties, Inc. (MRP)

Major holders include Glenn Greenberg ($181.22 M), Cliff Asness ($70.33 M), Joel Greenblatt ($31.54 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 10.78 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $65.2 M, with 2 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 5 managers trimmed their positions, while 0 fully exited MRP. The total reported sell value was $110.22 M.

Yes, 0 managers opened new positions in MRP, and 2 increased their existing holdings. The total reported buy value was $45.02 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
3.95% Reduce -29.2% 6,030,725 $181.22 M Q2 2026
0.02% Add 162.7% 2,340,591 $70.33 M Q2 2026
0.07% Reduce -32.9% 1,049,494 $31.54 M Q2 2026
0.03% Reduce -6.8% 640,665 $19.25 M Q2 2026
0.10% Reduce -0.6% 355,227 $10.67 M Q2 2026
1.63% Add 26.8% 229,300 $6.89 M Q2 2026
0.04% 96,820 $2.91 M Q2 2026
0.02% Reduce -94.2% 38,020 $1.14 M Q2 2026
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