Position in SMA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,397,493
-$4,017,462 QoQ
Shares Held
196,846
-42.8% QoQ
Ownership
0.356%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#43
of 260 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 68%
Shared 0%
None 32%
Common Shares in SMA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026MORGAN STANLEY holds $3,712,391,325 across 17 REIT - Industrial names. SMA ranks #14 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
14,460,730 | $1,958,995,084 | |
| 2 | PSA |
Public Storage
|
2,020,731 | $643,218,876 | |
| 3 | EXR |
Extra Space Storage Inc.
|
1,900,995 | $276,214,565 | |
| 4 | EGP |
Eastgroup Properties Inc
|
1,114,758 | $225,771,928 | |
| 5 | FR |
First Industrial Realty Trust Inc
|
2,186,787 | $134,071,903 | |
| 6 | TRNO |
Terreno Realty Corp
|
1,535,601 | $99,460,869 | |
| 7 | REXR |
Rexford Industrial Realty, Inc.
|
2,502,984 | $83,849,961 | |
| 8 | COLD |
Americold Realty Trust
|
4,465,160 | $70,192,311 |
All Filings in SMA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,397,493 | 196,846 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $10,414,955 | 343,955 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $4,178,135 | 135,040 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $4,223,542 | 112,209 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $1,586,545 | 43,791 | Shares | Defined | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||