Montgomery Investment Management’s Millrose Properties Inc MRP Stock Holding History

Montgomery Investment 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	$1.42M	Hold	47,306	–	–	0.43%	38
2026 Q1	$1.32M	Sell	47,306 -160	-0.3%	-$4.82K	0.45%	38
2025 Q4	$1.42M	Sell	47,466 -37	-0.1%	-$1.16K	0.51%	36
2025 Q3	$1.6M	Hold	47,503	–	–	0.56%	38
2025 Q2	$1.35M	Sell	47,503 -12,043	-20%	-$318K	0.52%	38
2025 Q1	$1.58M	Buy	+59,546	New	+$1.39M	0.63%	37

Other funds holding MRP

GHAM

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

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

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Montgomery Investment Management's MRP Position: Q2 2026 in Review

Montgomery Investment Management held its Millrose Properties Inc (MRP) position steady in Q2 2026 at 47,306 shares worth $1.42M. The position accounts for 0.43% of the portfolio, ranked #38.

Montgomery Investment Management first reported a position in MRP in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.6M in Q3 2025. 107 funds tracked by Wall St. Rank hold MRP as of Q2 2026.

Montgomery Investment Management held 47,306 shares of Millrose Properties Inc worth $1.42M as of Q2 2026.
Montgomery Investment Management left its Millrose Properties Inc share count unchanged in Q2 2026.
Millrose Properties Inc made up 0.43% of Montgomery Investment Management's portfolio in Q2 2026, its #38 holding.
Montgomery Investment Management first reported a position in Millrose Properties Inc in Q1 2025 and has held it in 6 quarters since.
Montgomery Investment Management's Millrose Properties Inc position peaked at $1.6M in Q3 2025.
107 funds tracked by Wall St. Rank held Millrose Properties Inc as of Q2 2026.

Based on Montgomery Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.