Millrose Stock Has Jumped 44% Since Debut But One Fund Still Sold 2.5 Million Shares

New York City-based Brave Warrior Advisors sold nearly 2.5 million shares of Millrose Properties in the third quarter. The position value decreased by $43.5 million from the previous period.

The Motley Fool • Dec 9, 2025

Millrose Properties Stock Has Surged 48% Since February Debut — So Why Did One Investor Sell a $23 Million Stake?

New York City-based Newtyn Management sold 807,135 shares of Millrose Properties, reducing its position by $23 million in the third quarter. The transaction represented approximately 2.8% of reported 13F assets under management.

The Motley Fool • Dec 7, 2025

Millrose Properties, Inc. Comments on Completion of Lennar Exchange Offer

MIAMI--(BUSINESS WIRE)--Millrose Properties, Inc. (NYSE: MRP) ("Millrose" or the "Company") today issued the following statement in connection with the completion of Lennar Corporation's (NYSE: LEN and LEN.B) (“Lennar”) previously disclosed offer to exchange shares of Millrose Class A common stock for shares of Lennar Class A common stock. "The completion of this exchange represents an important milestone in Millrose's evolution as an independent public company, further diversifying our shareho.

Business Wire • Dec 1, 2025

Lennar Announces Final Results of Exchange Offer

MIAMI , Nov. 26, 2025 /PRNewswire/ -- Lennar Corporation (NYSE: LEN and LEN.B) ("Lennar") announced today the final results of its previously announced offer to exchange up to 33,298,764 shares of Millrose Properties, Inc. (NYSE: MRP) ("Millrose") Class A stock it owns (approximately 20% of the total outstanding Millrose stock) for outstanding shares of Lennar Class A common stock (the "Exchange Offer"). The Exchange Offer expired at 12:00 midnight, New York City time, on November 21, 2025 (the "Expiration Date").

PRNewsWire • Nov 26, 2025

Lennar Announces Preliminary Results of Exchange Offer

MIAMI , Nov. 24, 2025 /PRNewswire/ -- Lennar Corporation (NYSE: LEN and LEN.B) ("Lennar") announced today that, based on preliminary results, its previously announced offer to exchange up to 33,298,764 shares of Millrose Properties, Inc. (NYSE: MRP) ("Millrose") Class A stock it owns (approximately 20% of the total outstanding Millrose stock) for outstanding shares of Lennar Class A common stock (the "Exchange Offer") was oversubscribed. The Exchange Offer expired at 12:00 midnight, New York City time, on November 21, 2025 (the "Expiration Date").

PRNewsWire • Nov 24, 2025

Lennar Announces Final Exchange Ratio of 4.1367 in Exchange Offer

MIAMI , Nov. 20, 2025 /PRNewswire/ -- Lennar Corporation (NYSE: LEN and LEN.B) ("Lennar") announced today a final exchange ratio of 4.1367 (the "Final Exchange Ratio") for its previously announced offer to exchange up to 33,298,764 shares of Millrose Properties, Inc. (NYSE: MRP) ("Millrose") Class A stock it owns (approximately 20% total outstanding Millrose stock) for outstanding shares of Lennar Class A common stock (the "Exchange Offer"). For each share of Lennar Class A common stock that is validly tendered and not validly withdrawn by Lennar stockholders and that is accepted by Lennar pursuant to the terms of the Exchange Offer, the tendering stockholders will receive 4.1367 shares of Millrose Class A common stock.

PRNewsWire • Nov 20, 2025

Trump's 50-Year Mortgage Idea Could Be A Big Gift To REITs

A proposed 50-year mortgage and other government subsidies could improve housing affordability. This could have a major impact on various REIT property sectors. I discuss which REITs would benefit the most.

Seeking Alpha • Nov 20, 2025

Lennar Confirms Expiration Date of Exchange Offer

Expects Registration Statement to be Effective by Expiration Date MIAMI , Nov. 18, 2025 /PRNewswire/ -- Lennar Corporation (NYSE: LEN and LEN.B) ("Lennar") confirmed today that in view of the reopening of the U.S. federal government, Lennar is proceeding as previously announced with the offer to exchange the approximately 20% of the total outstanding shares of Millrose Properties, Inc. (NYSE: MRP) ("Millrose") it owns for outstanding shares of Lennar Class A common stock (the "Exchange Offer"). The Exchange Offer is scheduled to expire at 12:00 midnight, New York City time, on November 21, 2025 (the "Expiration Date").

PRNewsWire • Nov 18, 2025

Top 5 High-Yielding REITs For Income Seekers

The market has flipped from greed to extreme fear within a month, as investors flee for safety over AI bubble fears, labor market woes, and the ongoing government shutdown. The S&P 500 reached extreme historical valuation levels when compared to both 5-year and 10-year averages. Recent volatility indicates a market rotation could be underway. REITs offer a potential stable source of income for investors when markets are volatile. REITs are required by law to disburse high dividends and are backed by tangible, inflation-resistant assets.

Seeking Alpha • Nov 10, 2025

Lennar Announces Further Extension of Expiration Date of Exchange Offer

MIAMI , Nov. 7, 2025 /PRNewswire/ -- Lennar Corporation (NYSE: LEN and LEN.B) ("Lennar") announced today that in view of the continuation of the government shutdown, during which the Securities and Exchange Commission ("SEC") will not declare registration statements effective, Lennar is further extending the expiration date for its previously announced offer to exchange the approximately 20% it owns of the total outstanding shares of Millrose Properties, Inc. (NYSE: MRP) ("Millrose") for outstanding shares of Lennar Class A common stock (the "Exchange Offer"). In anticipation that the shutdown may end shortly, the Exchange Offer, which had been scheduled to expire at 12:00 midnight, New York City time, on November 14, 2025, is being extended to expire at 12:00 midnight, New York City time, on November 21, 2025 (the "Expiration Date").

PRNewsWire • Nov 7, 2025