Position in CURB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$82,255,010
+$36,639,856 QoQ
Shares Held
2,705,757
+53.0% QoQ
Ownership
2.56%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#14
of 283 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in CURB 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. CURB ranks #10 (2.2% 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 CURB
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $82,255,010 | 2,705,757 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $45,615,154 | 1,768,715 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $17,242,891 | 742,908 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $16,831,502 | 754,776 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $18,831,686 | 824,866 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $19,697,161 | 814,269 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $45,352,044 | 1,953,146 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $42,734 | 1,755 | Shares | Defined | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||