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MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC 13F portfolio summary

MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC of MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC has 5 current stock holdings with a reported portfolio value of $1.07B. The portfolio 1 year return is +24.95%. Top holdings include ENB (37.41%), WM (30.12%), NHC (20.31%), OII (11.60%), NHI (0.56%).

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MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC

MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC
Latest filing: 2026-06-30

MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC runs MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC and currently holds 5 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $1.07B. Their top holdings are ENB, WM, NHC, OII, NHI. The top five represent 100.0% of reported portfolio weight. MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC ranks #691 out of 1000 investors tracked by Alpha Score. They added to 1 existing position. They trimmed 4 positions. Their current best-performing preview position is NHC with returns of +32.35%.

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Top 5 Holdings
ENB37.4%
WM30.1%
NHC20.3%
OII11.6%
NHI0.6%
Top 5: 100.0%
Portfolio Returns
1 Year
+24.95%
#480/1000
3 Year
+51.66%
#679/1000
5 Year
+51.66%
#675/1000

Portfolio Value

$1.07B

Alpha Score

41.7

#691 of 1000

Holdings

5

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5 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
ENB
Enbridge Inc
37.41%$35.27$50.47+43.10%
Trimmed
-0.65%
WM
Waste Management, Inc
30.12%$228.82$224.03-2.09%
Trimmed
-2.19%
NHC
National Health Care
20.31%$128.93$233.07+80.77%
Trimmed
-0.99%
OII
Oceaneering
11.60%$24.03$53.00+120.56%
Trimmed
-11.21%
NHI
National Health Investors
0.56%$76.37$73.34-3.97%
Added
+1.35%