NI
MRP

NFC Investments’s Millrose Properties Inc MRP Stock Holding History

NFC Investments’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 		$1.07M Buy
35,477
+4,485
+14% +$130K 0.27% 29
2026
Q1 		$868K Sell
30,992
-48,469
-61% -$1.46M 0.24% 29
2025
Q4 		$2.37M Sell
79,461
-173
-0.2% -$5.43K 0.67% 26
2025
Q3 		$2.68M Sell
79,634
-150
-0.2% -$4.85K 0.77% 26
2025
Q2 		$2.27M Buy
79,784
+17,847
+29% +$472K 0.65% 26
2025
Q1 		$1.64M Buy
+61,937
New +$1.45M 0.49% 27

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

NFC Investments's MRP Position: Q2 2026 in Review

NFC Investments increased its Millrose Properties Inc (MRP) stake by 14% in Q2 2026, buying an estimated $130K and bringing the position to 35,477 shares worth $1.07M. The position accounts for 0.27% of the portfolio, ranked #29.

NFC Investments first reported a position in MRP in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.68M in Q3 2025. 523 funds tracked by Wall St. Rank hold MRP as of Q2 2026.

  • NFC Investments held 35,477 shares of Millrose Properties Inc worth $1.07M as of Q2 2026.
  • NFC Investments bought 4,485 Millrose Properties Inc shares in Q2 2026, an estimated $130K.
  • Millrose Properties Inc made up 0.27% of NFC Investments's portfolio in Q2 2026, its #29 holding.
  • NFC Investments first reported a position in Millrose Properties Inc in Q1 2025 and has held it in 6 quarters since.
  • NFC Investments's Millrose Properties Inc position peaked at $2.68M in Q3 2025.
  • 523 funds tracked by Wall St. Rank held Millrose Properties Inc as of Q2 2026.

Based on NFC Investments's 13F filing for Q2 2026, filed 13 Aug 2026.