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 Q3 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $242.27 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 | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 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 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
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)
Major holders include Glenn Greenberg ($180.67 M), Cliff Asness ($27.36 M), Renaissance Technologies ($24.94 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 8.16 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $117.9 M, with 2 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 0 fully exited MRP. The total reported sell value was $132.2 M.
Yes, 0 managers opened new positions in MRP, and 2 increased their existing holdings. The total reported buy value was $14.31 M.