MRP in the 13F filings

Millrose Pptys Inc · CUSIP 601137102

Quarter

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025

Quarter end: 31 Dec 2025; the date the book describes
Filed: 27 Oct 2026; latest of these filings; the earliest 5 Feb 2026
Managers listing it: 27; at least, of 95 tracked, among listed positions
Comparable managers: 92; filed both Q3 2025 and Q4 2025; 6 listed it in both
Shares listed: 24,076,724; combined, among listed positions
Reported value: $719m; combined, at the quarter end

Among the 92 comparable managers: 17 buyers (opened or added shares) and 12 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +7,893,631.

Managers listing MRP in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

ActionShare of book at least

27 of 27 holders

				Action		Filing
Fidelity (FMR LLC)	4,074,645	$122m	under 0.1%	Added	+906,509	17 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC	3,752,909	$112m	under 0.1%	Added	+3,206,342	17 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC	1,986,468	$59m	under 0.1%	Added	+1,208,787	12 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP	1,866,809	$56m	0.08%	Added	+1,392,191	17 Feb 2026 (the filing on sec.gov)
Capital World Investors	1,643,026	$49m	under 0.1%	Held	0	11 Feb 2026 (the filing on sec.gov)
Two Sigma Advisers LP	1,401,752	$42m	0.08%	Added	+1,013,152	17 Feb 2026 (the filing on sec.gov)
Millennium Management LLC	1,297,275	$39m	under 0.1%	Trimmed	-317,102	17 Feb 2026 (the filing on sec.gov)
Moore Capital Management LP	1,018,533	$30m	0.44%	Added	+746,923	17 Feb 2026 (the filing on sec.gov)
Voloridge Investment Management LLC	878,368	$26m	0.09%	Added	+497,975	17 Feb 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP	819,797	$24m	0.19%	Added	+745,684	17 Feb 2026 (the filing on sec.gov)
Invesco Ltd	792,366	$24m	under 0.1%	Added	+270,913	19 Feb 2026 (the filing on sec.gov)
Renaissance Technologies LLC	718,867	$21m	under 0.1%	Trimmed	-23,133	12 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC	680,325	$20m	under 0.1%	Trimmed	-133,571	17 Feb 2026 (the filing on sec.gov)
Wellington Management Group LLP	672,639	$20m	under 0.1%	Trimmed	-2,267,132	17 Feb 2026 (the filing on sec.gov)
Verition Fund Management LLC	509,082	$15m	0.06%	Added	+403,115	13 Feb 2026 (the filing on sec.gov)
GAMCO Investors Inc	350,250	$10m	0.10%	Trimmed	-6,894	5 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP	348,126	$10m	under 0.1%	Added	+324,224	17 Feb 2026 (the filing on sec.gov)
Element Capital Management LLC	284,259	$8.5m	4.06%	New	new	17 Feb 2026 (the filing on sec.gov)
Quantbot Technologies LP	251,204	$7.5m	0.25%	Added	+46,594	10 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc	122,318	$3.7m	under 0.1%	Added	+30,569	17 Feb 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC	111,475	$3.3m	under 0.1%	Added	+105,083	17 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP	109,891	$3.3m	under 0.1%	Trimmed	-71,885	17 Feb 2026 (the filing on sec.gov)
Man Group PLC	107,250	$3.2m	under 0.1%	Trimmed	-74,505	17 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.	97,804	$2.9m	under 0.1%	New	new	17 Feb 2026 (the filing on sec.gov)
Neuberger Berman Group LLC	76,502	$2.3m	under 0.1%	Trimmed	-134,460	27 Oct 2026 (the filing on sec.gov)

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Largest increases and reductions, by shares

Q3 2025 to Q4 2025, among managers that listed it in both quarters or opened it.

Increases

Citadel Advisors LLCexisting position · 3,752,909 shares now+3,206,342
Two Sigma Investments LPexisting position · 1,866,809 shares now+1,392,191
Jane Street Group LLCexisting position · 1,986,468 shares now+1,208,787
Two Sigma Advisers LPexisting position · 1,401,752 shares now+1,013,152
Fidelity (FMR LLC)existing position · 4,074,645 shares now+906,509

Reductions

Wellington Management Group LLPexisting position · 672,639 shares now-2,267,132
Millennium Management LLCexisting position · 1,297,275 shares now-317,102
Neuberger Berman Group LLCexisting position · 76,502 shares now-134,460
AQR Capital Management LLCexisting position · 680,325 shares now-133,571
Man Group PLCexisting position · 107,250 shares now-74,505

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (3)

Exited (4)

Marshall Wace LLPwas $11m
Squarepoint Ops LLCwas $1.4m
Brevan Howard Capital Management LPwas $550k
Arrowstreet Capital LPwas $349k

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.

5 in Q1 2025 to 4 in Q2 2026

Tracked managers listing it, at least.

the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

MRP and WELL →MRP and EQIX →MRP and BN →Choose a stock to compare with MRP →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own MRP, latest filings →Back to the 13F Explorer →

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Quarter	Holders	Reported value	Buyers	Sellers
Q1 2025	5	$150m	5	0
Q2 2025	3	$93m	2	0
Q3 2025	6	$109m	4	2
Q4 2025	10	$270m	17	12
Q1 2026	8	$193m	14	16
Q2 2026	4	$25m	9	18