FDS
MRP

First Dallas Securities’s Millrose Properties Inc MRP Stock Holding History

First Dallas Securities’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 		$3.32M Buy
110,600
+1,756
+2% +$50.8K 1.1% 25
2026
Q1 		$3.05M Sell
108,844
-3,545
-3% -$107K 1.13% 23
2025
Q4 		$3.36M Buy
112,389
+20,090
+22% +$630K 1.25% 20
2025
Q3 		$3.1M Buy
92,299
+35,319
+62% +$1.14M 1.16% 23
2025
Q2 		$1.62M Buy
+56,980
New +$1.51M 0.64% 36

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 $3.37T AUM 44.26% 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

First Dallas Securities's MRP Position: Q2 2026 in Review

First Dallas Securities increased its Millrose Properties Inc (MRP) stake by 1.6% in Q2 2026, buying an estimated $50.8K and bringing the position to 110,600 shares worth $3.32M. The position accounts for 1.1% of the portfolio, ranked #25.

First Dallas Securities first reported a position in MRP in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.36M in Q4 2025. 523 funds tracked by Wall St. Rank hold MRP as of Q2 2026.

  • First Dallas Securities held 110,600 shares of Millrose Properties Inc worth $3.32M as of Q2 2026.
  • First Dallas Securities bought 1,756 Millrose Properties Inc shares in Q2 2026, an estimated $50.8K.
  • Millrose Properties Inc made up 1.1% of First Dallas Securities's portfolio in Q2 2026, its #25 holding.
  • First Dallas Securities first reported a position in Millrose Properties Inc in Q2 2025 and has held it in 5 quarters since.
  • First Dallas Securities's Millrose Properties Inc position peaked at $3.36M in Q4 2025.
  • 523 funds tracked by Wall St. Rank held Millrose Properties Inc as of Q2 2026.

Based on First Dallas Securities's 13F filing for Q2 2026, filed 3 Aug 2026.