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Millrose Properties, Inc. (MRP) research

Millrose Properties, Inc.
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Sector
Real Estate
Last price
$26.81
As of

Millrose Properties, Inc. (MRP): 4 institutional managers tracked by Kresmion reported non-option positions in their 2026Q2 Form 13F filings, and the most recent SEC filing on record for the company is a Form 8-K filed 2026-09-23.

As of . Source: SEC EDGAR filings for MRP. Method and limitations.

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You are seeing 5 of 14 signals recorded on MRP since 2026-07-24.

The five above landed across 2 days. The other 9 were recorded on 2 other days. 13 of the 14 are institutional flow rows, which arrive in batches on filing days.

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Largest reported share positions in MRP (2026Q2)

Manager / securityMarket value% portfolioQoQ
TWO SIGMA INVESTMENTS, LPCUSIP 601137102 · 2026Q2$43.4M0.03%,
RENAISSANCE TECHNOLOGIES LLCCUSIP 601137102 · 2026Q2$19.3M0.03%,
MILLENNIUM MANAGEMENT LLCCUSIP 601137102 · 2026Q2$2.7M0.00%,
CITADEL ADVISORS LLCCUSIP 601137102 · 2026Q2$1.6M0.00%,

Quarterly SEC Form 13F disclosures from the managers Kresmion tracks, not a complete ownership ranking. Non-option holdings only; reported put and call positions are excluded. Different securities are labeled by CUSIP. Values are reporting-period snapshots, not current position values. Filings can arrive up to 45 days after quarter-end.

Recent SEC filings, MRP

MRP against its peers

MRP's operating margin of 80.9% ranks in the 96th percentile of 13 Real Estate sub-industry peers, fiscal period ending 2025-12-31.

MetricMRPPeer medianPercentilen
Revenue FY600M USD1.1B USD2422
Operating margin80.9%8.4%9613
Net margin63.3%21.8%8922
Return on equity6.5%6.1%5223
P / E11.0x25.9x916

Peers (23): CIGI, CUZ, SBRA, EPR, COLD, STWD, FSV, BNL, CDP, RYN, HR, STAG, FRMI, ZG, FR, COMP, NNN, ADC, BRX, CUBE, NMRK, OPEN, AHR. Left out: SKT (no annual filing), NHI (no annual filing). Fiscal period ending 2025-12-31. Every figure is one full fiscal year read from one annual filing (MRP: 10-K), reported in USD. Nothing is trailing twelve months and nothing is converted between currencies. Source: SEC EDGAR XBRL company facts (public domain); prices from Kresmion's daily equity market-data snapshot. Open the full comparison.

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