Thrivent Financial for Lutherans’s Millrose Properties Inc MRP Stock Holding History

Thrivent Financial for Lutherans’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	$16.1M	Sell	536,784 -187,228	-26%	-$5.42M	0.03%	522
2026 Q1	$20.3M	Sell	724,012 -2,593	-0.4%	-$78.1K	0.04%	427
2025 Q4	$21.7M	Buy	726,605 +187,243	+35%	+$5.87M	0.04%	433
2025 Q3	$18.1M	Buy	539,362 +11,632	+2%	+$376K	0.04%	417
2025 Q2	$15M	Buy	527,730 +439,396	+497%	+$11.6M	0.03%	429
2025 Q1	$2.34M	Buy	+88,334	New	+$2.07M	0.01%	1182

Other funds holding MRP

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return

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 Oslo, Norway $1T AUM

Cannell & Spears New York $5.62B AUM 41.25% 1-Year Est. Return

Thrivent Financial for Lutherans's MRP Position: Q2 2026 in Review

Thrivent Financial for Lutherans reduced its Millrose Properties Inc (MRP) stake by 26% in Q2 2026, selling an estimated $5.42M and leaving 536,784 shares worth $16.1M. The position accounts for 0.03% of the portfolio, ranked #522.

Thrivent Financial for Lutherans first reported a position in MRP in Q1 2025 and has held it in 6 quarters since. The position peaked at $21.7M in Q4 2025. 524 funds tracked by Wall St. Rank hold MRP as of Q2 2026.

Thrivent Financial for Lutherans held 536,784 shares of Millrose Properties Inc worth $16.1M as of Q2 2026.
Thrivent Financial for Lutherans sold 187,228 Millrose Properties Inc shares in Q2 2026, an estimated $5.42M.
Millrose Properties Inc made up 0.03% of Thrivent Financial for Lutherans's portfolio in Q2 2026, its #522 holding.
Thrivent Financial for Lutherans first reported a position in Millrose Properties Inc in Q1 2025 and has held it in 6 quarters since.
Thrivent Financial for Lutherans's Millrose Properties Inc position peaked at $21.7M in Q4 2025.
524 funds tracked by Wall St. Rank held Millrose Properties Inc as of Q2 2026.

Based on Thrivent Financial for Lutherans's 13F filing for Q2 2026, filed 14 Aug 2026.