Morgan Stanley Institutional Investment Advisors LLC

CIK 2026079 · View on SEC EDGAR ↗

Portfolio value
$1.1B
#2,341 of 9,443 by 13F value · top 24.8%
Positions
5
As of
June 30, 2026

Portfolio value QoQ: +3.2% 13F does not disclose cash

Top 10 holdings weight
100.00%
Top 25 holdings weight
100.00%
Positions above 1%
4
Effective number of positions
3.5

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 0.01% Est. buys $79,387 · sells $27,682,692

Median holding: 2.0 quarters Tracked Q4 2024–Q2 2026 · 71.4% still held

New positions
0
Increased
1
Decreased
4
Closed
1
On this page

Sector breakdown

Energy
49.0%
Industrials
30.1%
Real Estate
0.6%
Other/Unmapped
20.3%

Full portfolio 5 positions

Type Streak 8Q trend
ENB Enbridge Inc Common Stock $400,550,904 37.41% 7,388,875 $-2,089,533 Down ×1
WM Waste Management, Inc. Common Stock $322,479,277 30.12% 1,446,874 $-17,442,866 Down ×1
NHC $217,390,946 20.31% 1,028,534 $51,493,947 Down ×1
OII Oceaneering International, Inc. Common Stock $124,234,908 11.60% 3,066,015 $1,756,806 Down ×1
NHI National Health Investors, Inc. Common Stock $5,943,247 0.56% 77,934 $-274,321 Up ×1

Top movers (QoQ)

Security Action Shares Δ Value Δ
NHC Trimmed -10K +$51.5M
WM Trimmed -32K -$17.4M
ENB Trimmed -48K -$2.1M
OII Trimmed -387K +$1.8M
NHI Bought more +1K -$274K

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
SWN March 31, 2025 24,865 $2,475,309 No longer tracked
EXE June 30, 2025 15,135 $1,684,829 -18.5%