Guru Ownership Over Time
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 Q3 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $256.63 M.
Top institutional holders include Glenn Greenberg and Cliff Asness.
Institutional sentiment is currently Bearish. This is evidenced by a $117.9 M net outflow during the quarter.
Recent activity highlights Renaissance Technologies who increased their stake by 86.2%. Conversely, Louis Moore Bacon reduced exposure by 78.4%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 4.19% | Reduce -31.6% | 5,375,592 | $180.67 M | Q3 2025 | |
| 0.02% | Reduce -35.7% | 813,896 | $27.36 M | Q3 2025 | |
| 0.03% | Add 86.2% | 742,000 | $24.94 M | Q3 2025 | |
| 0.09% | Add 16.0% | 596,993 | $20.06 M | Q3 2025 | |
| 0.12% | Reduce -2.4% | 357,144 | $12 M | Q3 2025 | |
| 0.13% | Reduce -78.4% | 271,610 | $9.13 M | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Millrose Properties, Inc. (MRP)
Top Guru holders include Glenn Greenberg ($180.67 M), Cliff Asness ($27.36 M), Renaissance Technologies ($24.94 M). Collectively, tracked Gurus hold 8.16 M shares.
Based on recent 13F filings, the sentiment is **Negative (Net Sell)**. There was a net outflow of $117.9 M, with 2 Gurus buying and 4 Gurus selling.
In the recent quarter, 4 Gurus reduced their positions, and 0 Gurus sold out of MRP completely. Total sell value was $132.2 M.
Yes, 0 Gurus opened new positions in MRP, and 2 added to their existing holdings. Total buy value was $14.31 M.