Position in IVT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$6,723,737
-$1,984,968 QoQ
Shares Held
220,740
-28.5% QoQ
Ownership
0.283%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in IVT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026MORGAN STANLEY holds $3,213,378,916 across 26 REIT - Retail names. IVT ranks #24 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
5,421,797 | $1,011,327,787 | |
| 2 | O |
Realty Income Corp
|
15,242,786 | $932,553,640 | |
| 3 | REG |
Regency Centers Corp
|
2,270,462 | $171,783,147 | |
| 4 | KIM |
Kimco Realty Corp
|
6,379,965 | $143,357,806 | |
| 5 | EPRT |
Essential Properties Realty Trust, Inc.
|
4,577,402 | $138,969,915 | |
| 6 | NNN |
Nnn REIT, Inc.
|
2,925,161 | $122,944,510 | |
| 7 | FRT |
Federal Realty Investment Trust
|
1,068,466 | $113,481,769 | |
| 8 | ADC |
Agree Realty Corp
|
1,319,035 | $99,428,854 |
All Filings in IVT
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,723,737 | 220,740 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $8,708,705 | 308,710 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $7,947,999 | 277,708 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $7,065,278 | 257,857 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $7,457,187 | 253,905 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $10,246,486 | 340,076 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $13,516,003 | 476,419 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $23,275,484 | 940,044 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $31,352,285 | 1,219,459 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $35,801,183 | 1,412,833 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $4,809,641 | 202,001 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $8,339,769 | 360,405 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $4,738,333 | 202,493 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $3,545,240 | 149,778 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,413,258 | 66,257 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $938,907 | 36,406 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $677,312 | 22,005 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $6,075,408 | 222,869 | Shares | Defined | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||