Millrose Properties Inc Reit has 13 Schedule 13D or 13G filings on record since 2025-08-21. 4 holders' latest filing reports 5% or more of class a common stock. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| BlackRock, Inc. | 13.8% | 21,218,706 | SCHEDULE 13G/A, 2026-07-29 | 2026-06-30 |
| Vanguard Portfolio Management | 10.07% | 15,542,408 | SCHEDULE 13G/A, 2026-06-04 | 2026-05-29 |
| Fmr LLC | 5.3% | 8,229,447 | SCHEDULE 13G, 2026-08-06 | 2026-06-30 |
| Vanguard Capital Management | 5.26% | 8,116,252 | SCHEDULE 13G, 2026-04-30 | 2026-03-31 |
| Brave Warrior Advisors, LLC | 3.91% | 6,030,725 | SCHEDULE 13G/A, 2026-07-02 | 2026-06-30 |
| Greenhaven Associates, Inc. | 2.99% | 4,603,873 | SCHEDULE 13G/A, 2025-08-21 | 2025-08-18 |
| Lennar Corporation | 0% | 1,794 | SCHEDULE 13D/A, 2025-12-01 | 2025-11-26 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-27 | 2026-03-13 |
Purpose of Transaction (Item 4)
Lennar Corporation
On November 26, 2025, Lennar announced the final results of its previously announced offer to exchange the approximately 20% it owned of the total outstanding Class A Common Stock of Millrose for outstanding shares of Lennar Class A Common Stock (the "Exchange Offer"), as more fully described in the Registration Statement on Form S-4, as amended, and the accompanying prospectus, filed by Millrose with the SEC on November 19, 2025 ("Exchange Offer Registration Statement and Prospectus"). Pursuant to the Exchange Offer, Lennar exchanged 33,298,754 shares of Millrose Class A Common Stock for 8,049,594 shares of Lennar's Class A common stock, par value $0.10 per share ("Lennar Class A Common Stock") at an exchange ratio of 4.1367 shares of Millrose Class A Common Stock per share of Lennar Class A Common Stock. Lennar retains 1,794 shares of Millrose Class A Common Stock and 7,063 shares of Millrose's Class B common stock, par value $0.01 per share ("Millrose Class B Common Stock") not included in the Exchange Offer that have been forfeited back to Lennar by certain employees who received such shares on their unvested Lennar restricted stock awards in connection with the Millrose spin-off transaction. The shares of Millrose Class B Common Stock retained by Lennar are not included in rows 7 through 13 above because they are not convertible into shares of Millrose Class A Common Stock at Lennar's election.Item 4 of the SCHEDULE 13D/A filed 2025-12-01
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-08-21 | Greenhaven Associates, Inc. | 2.99% | SCHEDULE 13G/A |
| 2025-10-03 | Brave Warrior Advisors, LLC | 3.5% | SCHEDULE 13G/A |
| 2025-12-01 | Lennar Corporation | 0% | SCHEDULE 13D/A |
| 2025-12-04 | BlackRock, Inc. | 11.9% | SCHEDULE 13G/A |
| 2026-01-08 | Brave Warrior Advisors, LLC | 5.58% | SCHEDULE 13G |
| 2026-01-30 | The Vanguard Group | 13.69% | SCHEDULE 13G/A |
| 2026-03-27 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-04-29 | Vanguard Portfolio Management | 9.64% | SCHEDULE 13G |
| 2026-04-30 | Vanguard Capital Management | 5.26% | SCHEDULE 13G |
| 2026-06-04 | Vanguard Portfolio Management | 10.07% | SCHEDULE 13G/A |
| 2026-07-02 | Brave Warrior Advisors, LLC | 3.91% | SCHEDULE 13G/A |
| 2026-07-29 | BlackRock, Inc. | 13.8% | SCHEDULE 13G/A |
| 2026-08-06 | Fmr LLC | 5.3% | SCHEDULE 13G |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.