Position in SMA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$10,414,955
+$6,236,820 QoQ
Shares Held
343,955
+154.7% QoQ
Ownership
0.621%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in SMA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Mar 31, 2026MORGAN STANLEY holds $3,367,394,631 across 17 REIT - Industrial names. SMA ranks #14 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
13,911,313 | $1,838,797,342 | |
| 2 | PSA |
Public Storage
|
1,826,178 | $494,675,088 | |
| 3 | EXR |
Extra Space Storage Inc.
|
1,757,686 | $230,485,357 | |
| 4 | EGP |
Eastgroup Properties Inc
|
1,143,563 | $211,662,068 | |
| 5 | FR |
First Industrial Realty Trust Inc
|
2,103,220 | $121,671,270 | |
| 6 | TRNO |
Terreno Realty Corp
|
1,541,403 | $94,672,964 | |
| 7 | REXR |
Rexford Industrial Realty, Inc.
|
2,550,850 | $83,489,316 | |
| 8 | COLD |
Americold Realty Trust
|
5,771,223 | $66,138,212 |
All Filings in SMA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||