Institute for Wealth Management’s Millrose Properties Inc MRP Stock Holding History

Institute for Wealth 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 Q2	$92.7K	Buy	+3,086	New	+$89.3K	0.01%	698

Other funds holding MRP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

Institute for Wealth Management's MRP Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Millrose Properties Inc (MRP) in Q2 2026: 3,086 shares worth $92.7K. The stake represents 0.01% of the portfolio and ranks #698 among its holdings.

252 funds tracked by Wall St. Rank hold MRP as of Q2 2026.

Institute for Wealth Management held 3,086 shares of Millrose Properties Inc worth $92.7K as of Q2 2026.
Millrose Properties Inc was a new Institute for Wealth Management position in Q2 2026.
Millrose Properties Inc made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #698 holding.
252 funds tracked by Wall St. Rank held Millrose Properties Inc as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.