US

U.S. REAL ESTATE PORTFOLIO | MSUSX

Mutual Fund
MORGAN STANLEY INSTITUTIONAL FUND INC
Last update 2024-11-27 34 Stocks (4 new)
Value $29.00 Mil Turnover 12 %
Countries:
Top Holdings: EQIX(9.20%)WELL(8.82%)PLD(7.37%)AVB(5.63%)PSA(5.12%)
Summary Stock Picks Current Portfolio
U.S. REAL ESTATE PORTFOLIO Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
EQIX
Equinix Inc
2,966
2,632.7
+0.51%
9.200
+0.05%
0.000
-1.27%
-15.65%
76,983.5
REITs
WELL
Welltower Inc
19,712
2,523.7
-5.29%
8.820
-0.44%
0.000
+0.69%
+22.32%
99,904.2
REITs
PLD
Prologis Inc
16,706
2,109.6
-3.07%
7.370
-0.23%
0.000
+7.34%
+4.09%
100,234.6
REITs
AVB
AvalonBay Communities Inc
7,156
1,611.9
-11.37%
5.630
-0.73%
0.010
-0.75%
-6.35%
28,839.5
REITs
PSA
Public Storage
4,024
1,464.2
-5.07%
5.120
-0.24%
0.000
+1.55%
+0.96%
51,983.8
REITs
O
Realty Income Corp
22,174
1,406.3
+377.48%
4.920
+3.89%
0.000
+2.52%
+11.64%
52,089.7
REITs
DLR
Digital Realty Trust Inc
8,445
1,366.7
-12.91%
4.780
-0.74%
0.000
+23.18%
-1.16%
58,130.2
REITs
EXR
Extra Space Storage Inc
7,263
1,308.7
-7.60%
4.570
-0.36%
0.000
+7.21%
+4.48%
32,442.8
REITs
SPG
Simon Property Group Inc
6,962
1,176.7
-15.32%
4.110
-0.74%
0.000
+10.28%
-0.69%
54,428.1
REITs
VICI
VICI Properties Inc
33,944
1,130.7
+7.92%
3.950
+0.29%
0.000
+7.02%
+17.57%
35,325.7
REITs

U.S. REAL ESTATE PORTFOLIO's Historical Top Holdings Breakdowns

U.S. REAL ESTATE PORTFOLIO's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
ESS
Essex Property Trust Inc
2024-09-30
Sold Out
Sold Out
-3.91%
●
269.6 ($290.09) 315.15
$284.20
-2.03%
Sold Out
0
-3,716
O
Realty Income Corp
2024-09-30
Add
Add
+3.89%
●
52.36 ($59.51) 63.42
$57.68
-3.08%
Add 377.48%
22,174
17,530
ARE
Alexandria Real Estate Equities Inc
2024-09-30
Sold Out
Sold Out
-2.52%
●
111.59 ($119.13) 129.08
$76.92
-35.43%
Sold Out
0
-5,583
DOC
Healthpeak Properties Inc
2024-09-30
New Buy
New Buy
+1.79%
●
19.47 ($21.55) 22.87
$18.22
-15.45%
New holding
22,356
22,356
VTR
Ventas Inc
2024-09-30
Add
Add
+1.39%
●
50.88 ($58.39) 65.33
$62.93
7.78%
Add 119.13%
11,362
6,177
AMT
American Tower Corp
2024-09-30
New Buy
New Buy
+1.39%
●
192.27 ($221.73) 242.83
$221.75
0.01%
New holding
1,716
1,716
IRM
Iron Mountain Inc
2024-09-30
Reduce
Reduce
-1.28%
●
89.69 ($106.96) 119.32
$100.68
-5.87%
Reduce -31.5%
8,055
-3,704
ADC
Agree Realty Corp
2024-09-30
Add
Add
+1.18%
●
61.47 ($70.78) 76.71
$71.97
1.68%
Add 49.26%
13,553
4,473
HLT
Hilton Worldwide Holdings Inc
2024-09-30
Sold Out
Sold Out
-0.97%
●
201.82 ($216.45) 234.36
$273.42
26.32%
Sold Out
0
-1,154
LINE
Lineage Inc
2024-09-30
New Buy
New Buy
+0.87%
●
78.27 ($83.66) 88.57
$43.53
-47.97%
New holding
3,171
3,171

U.S. REAL ESTATE PORTFOLIO Total Holding History ($B)

To

U.S. REAL ESTATE PORTFOLIO's Asset Allocation

To

U.S. REAL ESTATE PORTFOLIO Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

U.S. REAL ESTATE PORTFOLIO's Hypothetical Growth since 2024-09-30

U.S. REAL ESTATE PORTFOLIO's Yearly Returns

Year Portfolio % % Excess Gain %

U.S. REAL ESTATE PORTFOLIO's Holdings Heat Map

Size field:

U.S. REAL ESTATE PORTFOLIO's Holdings Bubble Chart

U.S. REAL ESTATE PORTFOLIO News

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