TowerView LLC’s Millrose Properties Inc MRP Stock Holding History

TowerView LLC’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
2025 Q2	–	Sell	-20,000	Closed	-$530K	–	24
2025 Q1	$530K	Buy	+20,000	New	+$468K	0.38%	18

Other funds holding MRP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PIP

Permian Investment Partners Dallas, Texas $905M AUM 13.43% 1-Year Est. Return

Cannell & Spears New York $5.1B AUM 31.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TowerView LLC's MRP Position: Q2 2025 in Review

TowerView LLC sold out of Millrose Properties Inc (MRP) in Q2 2025, closing a stake of 20,000 shares — an estimated $530K sold.

TowerView LLC first reported a position in MRP in Q1 2025 and held it in 1 quarter. The position peaked at $530K in Q1 2025. 428 funds tracked by Wall St. Rank hold MRP as of Q2 2025.

TowerView LLC reported no remaining Millrose Properties Inc position as of Q2 2025 after selling out during the quarter.
TowerView LLC sold 20,000 Millrose Properties Inc shares in Q2 2025, an estimated $530K.
TowerView LLC first reported a position in Millrose Properties Inc in Q1 2025 and held it in 1 quarter.
TowerView LLC's Millrose Properties Inc position peaked at $530K in Q1 2025.
428 funds tracked by Wall St. Rank held Millrose Properties Inc as of Q2 2025.

Based on TowerView LLC's 13F filing for Q2 2025, filed 6 Aug 2025.