Position in CSR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$16,538,905
+$4,924,071 QoQ
Shares Held
294,339
+45.6% QoQ
Ownership
1.75%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#15
of 217 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in CSR 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. CSR ranks #13 (0.8% 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 CSR
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,538,905 | 294,339 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $11,614,834 | 202,173 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $12,838,859 | 192,429 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $10,383,537 | 176,291 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $10,949,279 | 181,912 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $12,558,388 | 193,952 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $13,989,398 | 211,480 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $14,807,294 | 210,122 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $13,684,384 | 202,342 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $10,308,452 | 180,407 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $15,228,901 | 261,665 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $9,045,866 | 150,114 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $8,515,354 | 138,777 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $8,466,553 | 154,980 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $6,753,617 | 115,112 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $7,958,701 | 118,222 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $9,209,926 | 112,936 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $7,068,366 | 72,038 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $9,540,835 | 86,031 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $7,461,624 | 78,959 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $4,983,557 | 63,163 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $2,888,572 | 42,479 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $3,322,692 | 47,037 | Shares | Defined | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||