Caldwell Trust
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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
Q3 		$2.8K Sell
108
-12
-10% -$350 ﹤0.01% 754
2026
Q2 		$3.61K Hold
120
– – ﹤0.01% 742
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% -$2.16K ﹤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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return

Caldwell Trust's MRP Position: Q3 2026 in Review

Caldwell Trust reduced its Millrose Properties Inc (MRP) stake by 10% in Q3 2026, selling an estimated $350 and leaving 108 shares worth $2.8K. The position accounts for ﹤0.01% of the portfolio, ranked #754.

Caldwell Trust first reported a position in MRP in Q1 2025 and has held it in 7 quarters since. The position peaked at $7.21K in Q1 2025. 295 funds tracked by Wall St. Rank hold MRP as of Q3 2026.

  • Caldwell Trust held 108 shares of Millrose Properties Inc worth $2.8K as of Q3 2026.
  • Caldwell Trust sold 12 Millrose Properties Inc shares in Q3 2026, an estimated $350.
  • Millrose Properties Inc made up ﹤0.01% of Caldwell Trust's portfolio in Q3 2026, its #754 holding.
  • Caldwell Trust first reported a position in Millrose Properties Inc in Q1 2025 and has held it in 7 quarters since.
  • Caldwell Trust's Millrose Properties Inc position peaked at $7.21K in Q1 2025.
  • 295 funds tracked by Wall St. Rank held Millrose Properties Inc as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.