CT
MRP

Caldwell Trust’s Millrose Properties Inc MRP Stock Holding History

Caldwell Trust’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 		$3.36K Hold
120
– – ﹤0.01% 734
2025
Q4 		$3.58K Sell
120
-38
-24% -$1.19K ﹤0.01% 705
2025
Q3 		$5.31K Sell
158
-67
-30% -$2.17K ﹤0.01% 689
2025
Q2 		$6.42K Sell
225
-47
-17% -$1.24K ﹤0.01% 675
2025
Q1 		$7.21K Buy
+272
New +$6.37K ﹤0.01% 664

Other funds holding MRP

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Caldwell Trust's MRP Position: Q1 2026 in Review

Caldwell Trust held its Millrose Properties Inc (MRP) position steady in Q1 2026 at 120 shares worth $3.36K. The position accounts for ﹤0.01% of the portfolio, ranked #734.

Caldwell Trust first reported a position in MRP in Q1 2025 and has held it in 5 quarters since. The position peaked at $7.21K in Q1 2025. 482 funds tracked by Wall St. Rank hold MRP as of Q1 2026.

  • Caldwell Trust held 120 shares of Millrose Properties Inc worth $3.36K as of Q1 2026.
  • Caldwell Trust left its Millrose Properties Inc share count unchanged in Q1 2026.
  • Millrose Properties Inc made up ﹤0.01% of Caldwell Trust's portfolio in Q1 2026, its #734 holding.
  • Caldwell Trust first reported a position in Millrose Properties Inc in Q1 2025 and has held it in 5 quarters since.
  • Caldwell Trust's Millrose Properties Inc position peaked at $7.21K in Q1 2025.
  • 482 funds tracked by Wall St. Rank held Millrose Properties Inc as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.