Position in STRW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$284,994
+$16,580 QoQ
Shares Held
20,727
-8.1% QoQ
Ownership
0.146%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#25
of 78 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 52%
Shared 0%
None 48%
Common Shares in STRW Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026MORGAN STANLEY holds $3,875,902,607 across 18 REIT - Healthcare Facilities names. STRW ranks #18 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
9,762,078 | $2,215,698,834 | |
| 2 | VTR |
Ventas, Inc.
|
7,885,794 | $700,258,501 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
14,189,218 | $303,649,260 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
2,892,204 | $137,900,280 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
2,378,640 | $124,046,070 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
2,570,606 | $103,723,945 | |
| 7 | HR |
Healthcare Realty Trust Inc
|
5,014,723 | $101,146,957 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
2,279,604 | $44,475,069 |
All Filings in STRW
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $284,994 | 20,727 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $268,414 | 22,556 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $328,296 | 25,061 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $231,864 | 18,851 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $265,658 | 25,205 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $358,154 | 30,072 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $265,700 | 25,209 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $406,508 | 32,034 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $156,966 | 13,757 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $46,269 | 5,820 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $43,975 | 5,700 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $36,081 | 5,700 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $40,139 | 5,700 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $38,760 | 5,700 | Shares | Defined | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||