MRP
Millrose Properties, Inc. · Real Estate · REIT - Residential
Señales de momentum (gestores comparables):
amplitud de titulares +1.7% ·
flujo de acciones +5.6% ·
nuevas posiciones netas +0.9%
· fórmula
Acumulación amplia: acciones en aumento entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2026
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 90.11K | $2.07M | n/a | n/a |
| Q2 2026 | 117 | +3 | 92.78M | $2.79B | +9 | −6 |
| 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 | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 6.53M | +60.2% | $182.75M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 2 | State Street Global Advisors ✦ (pasivo) | 5.28M | +3.9% | $147.84M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 1.19M | +255.4% | $32.39M | 0.0% | ▲ Add | 3 | SEC ↗ ×11 |
| 4 | Northern Trust Corp | 1.10M | -7.0% | $30.91M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 5 | American Century Companies Inc | 637.14K | -16.3% | $17.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 555.98K | -23.6% | $15.57M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 7 | Raymond James Financial Inc | 469.21K | +0.8% | $13.14M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Sei Investments Co | 347.24K | +225.1% | $9.72M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Legal & General Group Plc | 343.71K | -2.9% | $9.62M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 10 | Wells Fargo & Company/Mn | 291.04K | -8.1% | $8.15M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 11 | Franklin Resources Inc | 170.06K | +76.6% | $4.76M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 12 | Barclays Plc | 169.43K | +18.9% | $4.74M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 13 | T. Rowe Price ✦ | 136.22K | +11.4% | $3.81M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 14 | Dimensional Fund Advisors Lp | 102.65K | -80.4% | $2.87M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 15 | Commonwealth Equity Services, Llc | 32.55K | -8.4% | $911,406 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Pnc Financial Services Group, Inc. | 22.38K | +4.9% | $626,536 | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 17 | Stifel Financial Corp | 20.24K | -19.0% | $566,686 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 18 | Truist Financial Corp | 9.61K | -16.1% | $269,203 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 19 | Us Bancorp \De\ | 7.39K | -4.1% | $207,060 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 20 | Fifth Third Bancorp | 4.10K | -7.7% | $114,884 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Loomis Sayles & Co L P | 895 | Nuevo | $25,060 | 0.0% | New | 1 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Loomis Sayles & Co L P | $25,060 | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
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 más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, 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