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
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
PIP
Permian Investment Partners Dallas, Texas $905M AUM 13.43% 1-Year Est. Return
CS
Cannell & Spears New York $5.1B AUM 31.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Adelante Capital Management's MRP Position: Q1 2026 in Review

Adelante Capital Management increased its Millrose Properties Inc (MRP) stake by 101% in Q1 2026, buying an estimated $6.73M and bringing the position to 443,990 shares worth $12.4M. The position accounts for 0.85% of the portfolio, ranked #26.

Adelante Capital Management first reported a position in MRP in Q4 2025 and has held it in 2 quarters since. 482 funds tracked by Wall St. Rank hold MRP as of Q1 2026.

  • Adelante Capital Management held 443,990 shares of Millrose Properties Inc worth $12.4M as of Q1 2026.
  • Adelante Capital Management bought 223,423 Millrose Properties Inc shares in Q1 2026, an estimated $6.73M.
  • Millrose Properties Inc made up 0.85% of Adelante Capital Management's portfolio in Q1 2026, its #26 holding.
  • Adelante Capital Management first reported a position in Millrose Properties Inc in Q4 2025 and has held it in 2 quarters since.
  • 482 funds tracked by Wall St. Rank held Millrose Properties Inc as of Q1 2026.

Based on Adelante Capital Management's 13F filing for Q1 2026, filed 18 May 2026.