ACM
MRP

Adelante Capital Management’s Millrose Properties Inc MRP Stock Holding History

Adelante Capital Management’s Portfolio MRP Stock Details MRP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.3M Sell
410,847
-33,143
-7% -$959K 0.81% 30
2026
Q1 		$12.4M Buy
443,990
+223,423
+101% +$6.73M 0.85% 26
2025
Q4 		$6.59M Buy
+220,567
New +$6.92M 0.44% 35

Other funds holding MRP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
PIP
Permian Investment Partners Dallas, Texas $911M AUM 0.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
CS
Cannell & Spears New York $5.62B AUM 41.25% 1-Year Est. Return

Adelante Capital Management's MRP Position: Q2 2026 in Review

Adelante Capital Management reduced its Millrose Properties Inc (MRP) stake by 7.5% in Q2 2026, selling an estimated $959K and leaving 410,847 shares worth $12.3M. The position accounts for 0.81% of the portfolio, ranked #30.

Adelante Capital Management first reported a position in MRP in Q4 2025 and has held it in 3 quarters since. The position peaked at $12.4M in Q1 2026. 524 funds tracked by Wall St. Rank hold MRP as of Q2 2026.

  • Adelante Capital Management held 410,847 shares of Millrose Properties Inc worth $12.3M as of Q2 2026.
  • Adelante Capital Management sold 33,143 Millrose Properties Inc shares in Q2 2026, an estimated $959K.
  • Millrose Properties Inc made up 0.81% of Adelante Capital Management's portfolio in Q2 2026, its #30 holding.
  • Adelante Capital Management first reported a position in Millrose Properties Inc in Q4 2025 and has held it in 3 quarters since.
  • Adelante Capital Management's Millrose Properties Inc position peaked at $12.4M in Q1 2026.
  • 524 funds tracked by Wall St. Rank held Millrose Properties Inc as of Q2 2026.

Based on Adelante Capital Management's 13F filing for Q2 2026, filed 17 Aug 2026.