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
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 $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

First Dallas Securities's MRP Position: Q1 2026 in Review

First Dallas Securities reduced its Millrose Properties Inc (MRP) stake by 3.2% in Q1 2026, selling an estimated $107K and leaving 108,844 shares worth $3.05M. The position accounts for 1.13% of the portfolio, ranked #23.

First Dallas Securities first reported a position in MRP in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.36M in Q4 2025. 482 funds tracked by Wall St. Rank hold MRP as of Q1 2026.

  • First Dallas Securities held 108,844 shares of Millrose Properties Inc worth $3.05M as of Q1 2026.
  • First Dallas Securities sold 3,545 Millrose Properties Inc shares in Q1 2026, an estimated $107K.
  • Millrose Properties Inc made up 1.13% of First Dallas Securities's portfolio in Q1 2026, its #23 holding.
  • First Dallas Securities first reported a position in Millrose Properties Inc in Q2 2025 and has held it in 4 quarters since.
  • First Dallas Securities's Millrose Properties Inc position peaked at $3.36M in Q4 2025.
  • 482 funds tracked by Wall St. Rank held Millrose Properties Inc as of Q1 2026.

Based on First Dallas Securities's 13F filing for Q1 2026, filed 27 Apr 2026.