Position in UE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$34,875,407
+$10,591,122 QoQ
Shares Held
1,524,275
+25.4% QoQ
Ownership
1.21%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#15
of 274 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in UE Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026MORGAN STANLEY holds $3,717,580,031 across 27 REIT - Retail names. UE ranks #16 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
5,566,600 | $1,244,970,081 | |
| 2 | O |
Realty Income Corp
|
14,440,511 | $894,734,055 | |
| 3 | REG |
Regency Centers Corp
|
2,431,334 | $193,874,567 | |
| 4 | NNN |
Nnn REIT, Inc.
|
3,810,780 | $177,315,587 | |
| 5 | KIM |
Kimco Realty Corp
|
6,806,958 | $172,556,378 | |
| 6 | EPRT |
Essential Properties Realty Trust, Inc.
|
4,535,556 | $135,386,337 | |
| 7 | MAC |
Macerich Co
|
5,196,073 | $130,889,074 | |
| 8 | ADC |
Agree Realty Corp
|
1,525,277 | $115,524,472 |
All Filings in UE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,875,407 | 1,524,275 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $24,284,285 | 1,215,430 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $24,785,397 | 1,291,579 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $23,352,029 | 1,140,793 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $20,572,216 | 1,102,477 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $28,164,745 | 1,482,355 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $35,885,217 | 1,669,080 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $41,557,747 | 1,942,859 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $34,113,051 | 1,846,944 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $31,540,560 | 1,826,321 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $54,050,363 | 2,953,572 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $26,165,401 | 1,714,640 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $14,702,765 | 952,869 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $13,867,063 | 920,788 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $14,288,792 | 1,014,109 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $24,513,874 | 1,837,622 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $26,858,619 | 1,765,853 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $28,632,864 | 1,499,103 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $24,333,889 | 1,280,731 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $23,580,347 | 1,287,840 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $23,282,611 | 1,218,985 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $1,226,609 | 74,250 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $3,689,800 | 285,147 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $1,495,206 | 153,828 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $794,292 | 66,916 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,026,362 | 116,500 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||