Position in SITC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$8,058,907
-$2,114,709 QoQ
Shares Held
1,492,391
-5.8% QoQ
Ownership
2.84%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 95.46177911820696.ToString("F0")%
Shared 0.ToString("F0")%
None 4.538220881793043.ToString("F0")%
Common Shares in SITC 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. SITC ranks #23 (0.3% 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 SITC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,058,907 | 1,492,391 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $10,173,616 | 1,584,676 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $12,007,525 | 1,332,689 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $11,848,963 | 1,047,654 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $14,901,073 | 1,160,520 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $29,063,199 | 1,900,798 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $22,463,136 | 1,247,952 | Shares | Defined | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||