Position in GTY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$23,332,781
+$3,421,055 QoQ
Shares Held
699,424
+11.7% QoQ
Ownership
1.13%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#15
of 320 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in GTY 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. GTY ranks #20 (0.6% 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 GTY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,332,781 | 699,424 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $19,911,726 | 626,155 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $16,980,672 | 620,412 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $16,729,118 | 623,523 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $18,165,862 | 657,231 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $20,932,222 | 671,335 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $22,667,731 | 752,331 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $25,057,751 | 787,732 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $17,302,549 | 649,008 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $21,302,637 | 778,890 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $28,241,652 | 966,518 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $17,937,978 | 646,880 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $23,317,974 | 689,473 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $28,680,020 | 796,004 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $21,193,955 | 626,114 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $16,049,506 | 596,858 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $14,245,550 | 537,568 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $11,041,765 | 385,806 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $11,673,054 | 363,760 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $6,840,275 | 233,377 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $7,115,841 | 228,438 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $5,606,763 | 197,979 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $6,424,639 | 233,284 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $3,118,337 | 119,890 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $3,812,454 | 128,452 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $3,240,697 | 136,508 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||