Position in BRX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$74,598,142
+$11,548,065 QoQ
Shares Held
2,365,942
+8.1% QoQ
Ownership
0.771%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#31
of 478 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in BRX Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026MORGAN STANLEY holds $3,717,580,031 across 27 REIT - Retail names. BRX ranks #11 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
5,566,600 | $1,244,970,081 | |
| 2 | O |
Realty Income Corp
|
14,440,511 | $894,734,055 | |
| 3 | REG |
Regency Centers Corp
|
2,431,334 | $193,874,567 | |
| 4 | NNN |
Nnn REIT, Inc.
|
3,810,780 | $177,315,587 | |
| 5 | KIM |
Kimco Realty Corp
|
6,806,958 | $172,556,378 | |
| 6 | EPRT |
Essential Properties Realty Trust, Inc.
|
4,535,556 | $135,386,337 | |
| 7 | MAC |
Macerich Co
|
5,196,073 | $130,889,074 | |
| 8 | ADC |
Agree Realty Corp
|
1,525,277 | $115,524,472 |
All Filings in BRX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $74,598,142 | 2,365,942 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $63,050,077 | 2,189,239 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $59,445,533 | 2,267,183 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $43,799,938 | 1,582,368 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $44,294,243 | 1,701,008 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $47,453,711 | 1,787,334 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $55,350,450 | 1,988,163 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $47,703,612 | 1,712,262 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $43,404,321 | 1,879,789 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $38,659,994 | 1,648,614 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $37,879,600 | 1,627,830 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $68,727,725 | 3,307,398 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $68,098,646 | 3,095,393 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $73,719,380 | 3,425,622 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $70,874,144 | 3,126,341 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $55,232,018 | 2,990,364 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $72,953,650 | 3,609,780 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $78,167,519 | 3,028,575 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $75,452,577 | 2,969,405 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $70,235,662 | 3,176,647 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $83,350,429 | 3,641,347 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $73,250,257 | 3,620,873 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $69,723,426 | 4,212,896 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $14,905,156 | 1,275,035 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $11,404,900 | 889,618 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $5,541,672 | 583,334 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||