Root Financial Partners
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Root Financial Partners’s Millrose Properties Inc MRP Stock Holding History

Root Financial Partners’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
Q3 		$42K Buy
+1,619
New +$47.2K ﹤0.01% 1167
2026
Q2 		– Sell
-840
Closed -$23.5K – 3399
2026
Q1 		$23.5K Sell
840
-181
-18% -$5.45K ﹤0.01% 1228
2025
Q4 		$30.5K Buy
1,021
+989
+3,091% +$31K ﹤0.01% 942
2025
Q3 		$1.08K Buy
+32
New +$1.03K ﹤0.01% 2042

Other funds holding MRP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return

Root Financial Partners's MRP Position: Q3 2026 in Review

Root Financial Partners opened a new position in Millrose Properties Inc (MRP) in Q3 2026: 1,619 shares worth $42K. The stake represents ﹤0.01% of the portfolio and ranks #1167 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in MRP as recently as Q1 2026.

Root Financial Partners first reported a position in MRP in Q3 2025 and has held it in 4 quarters since. 295 funds tracked by Wall St. Rank hold MRP as of Q3 2026.

  • Root Financial Partners held 1,619 shares of Millrose Properties Inc worth $42K as of Q3 2026.
  • Millrose Properties Inc was a new Root Financial Partners position in Q3 2026.
  • Millrose Properties Inc made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1167 holding.
  • Root Financial Partners first reported a position in Millrose Properties Inc in Q3 2025 and has held it in 4 quarters since.
  • 295 funds tracked by Wall St. Rank held Millrose Properties Inc as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.