Position in BHM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$14,553
-$6,200 QoQ
Shares Held
1,617
-11.5% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#20
of 38 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 77%
Shared 0%
None 23%
Common Shares in BHM Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026MORGAN STANLEY holds $2,101,325,660 across 21 REIT - Residential names. BHM ranks #21 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
1,680,377 | $317,070,329 | |
| 2 | VMRK |
Vivmark Residential
|
4,505,352 | $306,048,554 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
791,652 | $230,837,798 | |
| 4 | INVH |
Invitation Homes Inc.
|
7,459,843 | $225,361,849 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
1,559,633 | $216,695,400 | |
| 6 | CPT |
Camden Property Trust
|
1,177,352 | $134,795,023 | |
| 7 | UDR |
UDR, Inc.
|
3,311,671 | $132,201,898 | |
| 8 | ELS |
Equity Lifestyle Properties Inc
|
2,049,432 | $132,085,882 |
All Filings in BHM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,553 | 1,617 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $20,753 | 1,827 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $58,267 | 5,461 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $64,378 | 5,374 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $67,267 | 5,373 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $61,079 | 5,372 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $71,299 | 5,373 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $83,718 | 5,600 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $98,104 | 5,606 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $98,882 | 5,827 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $125,809 | 8,993 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $120,606 | 9,335 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $193,595 | 11,995 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $383,056 | 19,327 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $410,747 | 19,275 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||