Morgan Stanley Institutional Investment Advisors

Latest statistics and disclosures from Morgan Stanley Institutional Investment Advisors's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are ENB, WM, NHC, OII, NHI, and represent 100.00% of Morgan Stanley Institutional Investment Advisors's stock portfolio.
  • Added to shares of these 1 stock: NHI.
  • Reduced shares in these 4 stocks: OII (-$16M), WM (-$7.2M), ENB, NHC.
  • Morgan Stanley Institutional Investment Advisors was a net seller of stock by $-28M.
  • Morgan Stanley Institutional Investment Advisors has $1.1B in assets under management (AUM), dropping by 3.22%.
  • Central Index Key (CIK): 0002026079

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Positions held by Morgan Stanley Institutional Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Morgan Stanley Institutional Investment Advisors

Morgan Stanley Institutional Investment Advisors holds 5 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Enbridge (ENB) 37.4 $401M 7.4M 54.21
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Waste Management (WM) 30.1 $323M -2% 1.4M 222.88
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National HealthCare Corporation (NHC) 20.3 $217M 1.0M 211.36
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Oceaneering International (OII) 11.6 $124M -11% 3.1M 40.52
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National Health Investors (NHI) 0.6 $5.9M 78k 76.26
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Past Filings by Morgan Stanley Institutional Investment Advisors

SEC 13F filings are viewable for Morgan Stanley Institutional Investment Advisors going back to 2024