Position in AEI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,818
-$3,320 QoQ
Shares Held
2,075
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#14
of 19 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEI Over Time
Shares Held
Position Value (USD)
Position in Real Estate - Development
Real Estate · as of Mar 31, 2026MORGAN STANLEY holds $56,936,195 across 14 Real Estate - Development names. AEI ranks #14 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CCS |
Century Communities, Inc.
|
469,466 | $26,937,953 | |
| 2 | HHH |
Howard Hughes Holdings Inc.
|
335,955 | $21,252,508 | |
| 3 | FOR |
Forestar Group Inc.
|
201,348 | $4,920,942 | |
| 4 | VTMX |
Vesta Real Estate Corporation, S.A.B. de C.V.
|
66,878 | $2,229,710 | |
| 5 | SKYH |
Sky Harbour Group Corp
|
84,464 | $813,387 | |
| 6 | OZ |
Belpointe PREP, LLC
|
3,212 | $170,878 | |
| 7 | FPH |
Five Point Holdings, LLC
|
34,694 | $167,918 | |
| 8 | SDHC |
Smith Douglas Homes Corp.
|
10,308 | $131,941 |
All Filings in AEI
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,818 | 2,075 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $7,138 | 2,075 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $5,249 | 2,075 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $97 | 75 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $74 | 75 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $76 | 75 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $96 | 75 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $124 | 75 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $52 | 75 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $77 | 75 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $99 | 75 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $116 | 75 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $119 | 75 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $402 | 175 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||