Position in FVR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$6,530,595
-$220,774 QoQ
Shares Held
422,146
-7.7% QoQ
Ownership
1.86%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 76.0125643734632.ToString("F0")%
Shared 0.ToString("F0")%
None 23.98743562653679.ToString("F0")%
Common Shares in FVR Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Mar 31, 2026MORGAN STANLEY holds $552,644,578 across 16 REIT - Diversified names. FVR ranks #10 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
9,064,351 | $247,638,064 | |
| 2 | WPC |
W. P. Carey Inc.
|
1,991,357 | $135,332,613 | |
| 3 | JBGS |
JBG SMITH Properties
|
4,012,364 | $58,620,634 | |
| 4 | BNL |
Broadstone Net Lease, Inc.
|
1,189,494 | $21,732,050 | |
| 5 | GNL |
Global Net Lease, Inc.
|
2,147,008 | $20,095,991 | |
| 6 | AAT |
American Assets Trust, Inc.
|
883,482 | $16,264,900 | |
| 7 | NXDT |
Nexpoint Diversified Real Estate Trust
|
2,532,367 | $11,826,151 | |
| 8 | SAFE |
Safehold Inc.
|
856,938 | $11,594,366 |
All Filings in FVR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,530,595 | 422,146 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $6,751,369 | 457,410 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $5,600,874 | 408,525 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $7,060,452 | 588,371 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $3,397,635 | 265,648 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $884,416 | 48,782 | Shares | Defined | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||