Sei Investments Co. Has $9.72 Million Stock Position in Millrose Properties, Inc. $MRP

Posted by Francis Steltz on Aug 2nd, 2026

Sei Investments Co. grew its position in Millrose Properties, Inc. (NYSE:MRP – Free Report) by 225.1% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 347,235 shares of the company’s stock after acquiring an additional 240,429 shares during the quarter. Sei Investments Co.’s holdings in Millrose Properties were worth $9,722,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. Sound Income Strategies LLC bought a new stake in shares of Millrose Properties during the fourth quarter valued at approximately $29,000. Root Financial Partners LLC raised its stake in shares of Millrose Properties by 3,090.6% in the fourth quarter. Root Financial Partners LLC now owns 1,021 shares of the company’s stock valued at $30,000 after purchasing an additional 989 shares in the last quarter. Caitong International Asset Management Co. Ltd raised its stake in shares of Millrose Properties by 984.4% in the third quarter. Caitong International Asset Management Co. Ltd now owns 1,323 shares of the company’s stock valued at $44,000 after purchasing an additional 1,201 shares in the last quarter. NewEdge Advisors LLC bought a new position in Millrose Properties in the first quarter worth $39,000. Finally, Farther Finance Advisors LLC lifted its position in Millrose Properties by 33.8% in the fourth quarter. Farther Finance Advisors LLC now owns 1,503 shares of the company’s stock worth $45,000 after purchasing an additional 380 shares during the period.

Analyst Upgrades and Downgrades

MRP has been the topic of several analyst reports. Weiss Ratings lowered shares of Millrose Properties from a “hold (c+)” rating to a “hold (c)” rating in a report on Monday, May 11th. Wall Street Zen cut shares of Millrose Properties from a “buy” rating to a “hold” rating in a research note on Saturday, May 9th. One research analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating and one has given a Hold rating to the company’s stock. Based on data from MarketBeat, Millrose Properties currently has an average rating of “Buy” and a consensus price target of $37.67.

View Our Latest Stock Report on Millrose Properties

Millrose Properties Stock Down 0.8%

NYSE MRP opened at $28.00 on Friday. The company has a current ratio of 0.34, a quick ratio of 0.34 and a debt-to-equity ratio of 0.41. The stock’s 50 day moving average is $28.72 and its two-hundred day moving average is $29.36. The company has a market capitalization of $4.32 billion, a price-to-earnings ratio of 10.03 and a beta of 0.34. Millrose Properties, Inc. has a 1-year low of $26.30 and a 1-year high of $36.00.

Millrose Properties (NYSE:MRP – Get Free Report) last released its quarterly earnings data on Wednesday, May 6th. The company reported $0.74 earnings per share for the quarter, missing the consensus estimate of $0.77 by ($0.03). Millrose Properties had a net margin of 64.96% and a return on equity of 7.90%. The company had revenue of $194.93 million during the quarter. The business’s revenue for the quarter was up 135.7% compared to the same quarter last year.

Millrose Properties Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, July 15th. Investors of record on Monday, July 6th were paid a $0.77 dividend. The ex-dividend date of this dividend was Monday, July 6th. This represents a $3.08 annualized dividend and a yield of 11.0%. This is a positive change from Millrose Properties’s previous quarterly dividend of $0.76. Millrose Properties’s payout ratio is presently 110.39%.

Insiders Place Their Bets

In related news, Director Matthew B. Gorson purchased 4,500 shares of the stock in a transaction on Monday, May 18th. The shares were purchased at an average cost of $26.96 per share, for a total transaction of $121,320.00. Following the completion of the transaction, the director directly owned 35,750 shares of the company’s stock, valued at approximately $963,820. The trade was a 14.40% increase in their position. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Darren Richman acquired 40,000 shares of the company’s stock in a transaction on Monday, May 11th. The shares were bought at an average price of $27.31 per share, with a total value of $1,092,400.00. Following the completion of the purchase, the insider directly owned 84,000 shares of the company’s stock, valued at approximately $2,294,040. This represents a 90.91% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders acquired 240,532 shares of company stock worth $6,567,048 over the last quarter. Company insiders own 0.23% of the company’s stock.

About Millrose Properties

(Free Report)

Millrose Properties Corp is a publicly traded real estate investment trust that focuses on the acquisition, ownership and development of industrial and logistics properties. The company seeks to capitalize on the growing demand for modern warehouse facilities driven by e-commerce, freight distribution and last-mile delivery requirements. Millrose structures its investments to generate stable, long-term rental income through diversified lease agreements with industrial and logistics operators.

The firm’s core activities include sourcing strategically located industrial assets, overseeing property management operations and executing targeted development or renovation projects.