MRP
Millrose Properties, Inc. · Real Estate · REIT - Residential
Señales de momentum (gestores comparables):
amplitud de titulares -5.6% ·
flujo de acciones -3.8% ·
nuevas posiciones netas -5.9%
— fórmula
Distribución amplia — caída de acciones y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 119 | +4 | 92.89M | $2.79B | +10 | −5 |
| Q1 2026 | 117 | +2 | 84.97M | $2.38B | +11 | −10 |
| Q4 2025 | 115 | 0 | 98.02M | $2.93B | +3 | −2 |
| Q3 2025 | 20 | +1 | 56.66M | $1.90B | +1 | −1 |
| Q2 2025 | 17 | -1 | 52.73M | $1.50B | +1 | −2 |
| Q1 2025 | 15 | +15 | 17.85M | $472.77M | +15 | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (pasivo) | 18.59M | — | $530.14M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | The Vanguard Group ✦ (pasivo) | 18.59M | — | $530.14M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | The Vanguard Group ✦ (pasivo) | 18.59M | — | $530.14M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | The Vanguard Group ✦ (pasivo) | 18.59M | — | $530.14M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | The Vanguard Group ✦ (pasivo) | 18.59M | — | $530.14M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | The Vanguard Group ✦ (pasivo) | 18.59M | — | $530.14M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | The Vanguard Group ✦ (pasivo) | 18.59M | — | $530.14M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (pasivo) | 15.38M | — | $438.51M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (pasivo) | 15.38M | — | $438.51M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (pasivo) | 15.38M | — | $438.51M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (pasivo) | 15.38M | — | $438.51M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (pasivo) | 15.38M | — | $438.51M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (pasivo) | 15.38M | — | $438.51M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (pasivo) | 15.38M | — | $438.51M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (pasivo) | 15.38M | — | $438.51M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | BlackRock ✦ (pasivo) | 15.38M | — | $438.51M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | BlackRock ✦ (pasivo) | 15.38M | — | $438.51M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | BlackRock ✦ (pasivo) | 15.38M | — | $438.51M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | BlackRock ✦ (pasivo) | 15.38M | — | $438.51M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | BlackRock ✦ (pasivo) | 15.38M | — | $438.51M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | BlackRock ✦ (pasivo) | 15.38M | — | $438.51M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | BlackRock ✦ (pasivo) | 15.38M | — | $438.51M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | BlackRock ✦ (pasivo) | 15.38M | — | $438.51M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | BlackRock ✦ (pasivo) | 15.38M | — | $438.51M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | BlackRock ✦ (pasivo) | 15.38M | — | $438.51M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | BlackRock ✦ (pasivo) | 15.38M | — | $438.51M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | State Street Global Advisors ✦ (pasivo) | 4.17M | +8.7% | $118.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 2.97M | — | $84.56M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 2.97M | — | $84.56M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 2.97M | — | $84.56M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Geode Capital Management ✦ (pasivo) | 2.21M | +2.1% | $62.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Geode Capital Management ✦ (pasivo) | 2.21M | +2.1% | $62.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Wellington Management ✦ | 2.03M | -28.9% | $57.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Wellington Management ✦ | 2.03M | -28.9% | $57.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Wellington Management ✦ | 2.03M | -28.9% | $57.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Wellington Management ✦ | 2.03M | -28.9% | $57.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Capital World Investors ✦ | 1.63M | 0.0% | $46.59M | 0.0% | Held | 2 | SEC ↗ |
| 38 | AQR Capital Management ✦ | 1.27M | -31.2% | $36.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | AQR Capital Management ✦ | 1.27M | -31.2% | $36.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | AQR Capital Management ✦ | 1.27M | -31.2% | $36.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | AQR Capital Management ✦ | 1.27M | -31.2% | $36.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | AQR Capital Management ✦ | 1.27M | -31.2% | $36.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | AQR Capital Management ✦ | 1.27M | -31.2% | $36.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Citadel Advisors ✦ | 1.23M | +13.1% | $35.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Citadel Advisors ✦ | 1.23M | +13.1% | $35.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Millennium Management ✦ | 717.44K | +22.1% | $20.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Norges Bank ✦ (pasivo) | 547.66K | -46.0% | $15.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Gotham Asset Management ✦ | 514.75K | -20.0% | $14.68M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 49 | Renaissance Technologies ✦ | 398.60K | Nuevo | $11.36M | 0.0% | New | 1 | SEC ↗ |
| 50 | Arrowstreet Capital ✦ | 376.79K | -61.2% | $10.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | GAMCO Investors ✦ | 365.90K | +38.4% | $10.43M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 52 | Marshall Wace ✦ | 240.37K | -70.6% | $6.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Marshall Wace ✦ | 240.37K | -70.6% | $6.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | T. Rowe Price ✦ | 80.02K | +0.5% | $2.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Renaissance Technologies | $11.36M | 0.0% |
Posición cerrada
| D. E. Shaw & Co. | $941,741 | era 0.0% |
| Fisher Asset Management | $233,047 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 479 tenedores, 134.47M acciones, $3.68B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Director · 3.00K acc. @ 28.80 · $86,400
Director · 1.00K acc. @ 29.18 · $29,180
Ventas en mercado abierto (S)
Sin ventas en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología