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Collaborative Investmnt Ser shares owned by Morgan Stanley

Quarter-by-quarter ownership of Collaborative Investmnt Ser (RTRE) shares owned by Morgan Stanley from 13F filings

Historical chart of Morgan Stanley investment in Collaborative Investmnt Ser

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All positions including Collaborative Investmnt Ser held by Morgan Stanley consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Collaborative Investmnt Ser by Morgan Stanley

Quarter filed Position value Share count Share price at filing
2026-03-31 $98k 3.9k 25.04
2025-09-30 $442k 17k 25.41

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Top funds holding Collaborative Investmnt Ser

Belpointe Asset Management
Astoria Portfolio Advisors
Hobbs Group Advisors
Oregon Pacific Wealth Management
Puff Wealth Management
Independent Wealth Network
Latitude Advisors
Pensionmark Financial Group
Citadel Advisors
Silverlake Wealth Management
GeoWealth Management
Jane Street
PFG Advisors
Morgan Stanley
Sound Income Strategies

View all funds holding Collaborative Investmnt Ser