GR

Global Real Estate Portfolio | MRLAX

Mutual Fund
MORGAN STANLEY INSTITUTIONAL FUND INC
Last update 2024-11-27 81 Stocks (15 new)
Value $42.00 Mil Turnover 16 %
Countries:
Top Holdings: WELL(6.08%)EQIX(5.59%)PLD(4.36%)AVB(4.22%)PSA(3.85%)
Summary Stock Picks Current Portfolio
Global 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
WELL
Welltower Inc
19,972
2,557.0
-16.32%
6.080
-1.09%
0.000
+9.91%
+28.98%
105,345.1
REITs
EQIX
Equinix Inc
2,647
2,349.6
-2.32%
5.590
-0.13%
0.000
+1.74%
-14.20%
78,309.0
REITs
PLD
Prologis Inc
14,501
1,831.2
-3.31%
4.360
-0.15%
0.000
+10.29%
+5.22%
101,320.2
REITs
AVB
AvalonBay Communities Inc
7,875
1,773.8
-7.58%
4.220
-0.36%
0.010
-0.08%
-5.45%
29,115.7
REITs
PSA
Public Storage
4,443
1,616.7
-2.07%
3.850
-0.07%
0.000
-0.91%
-0.84%
51,057.5
REITs
DLR
Digital Realty Trust Inc
8,352
1,351.6
-14.14%
3.220
-0.56%
0.000
+21.29%
+2.70%
60,400.2
REITs
ASX:GMG
Goodman Group
52,299
1,334.1
-10.55%
3.170
-0.38%
0.000
+27.33%
-1.11%
71,273.1
REITs
EXR
Extra Space Storage Inc
6,376
1,148.9
-2.98%
2.730
-0.08%
0.000
+7.87%
+3.42%
32,113.9
REITs
VICI
VICI Properties Inc
34,175
1,138.4
+13.23%
2.710
+0.32%
0.000
+2.83%
+17.64%
35,346.9
REITs
O
Realty Income Corp
17,142
1,087.2
+141.20%
2.590
+1.52%
0.000
+0.24%
+11.95%
52,234.1
REITs

Global Real Estate Portfolio's Historical Top Holdings Breakdowns

Global 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
-2.19%
●
269.6 ($290.09) 315.15
$292.06
0.68%
Sold Out
0
-3,001
VTR
Ventas Inc
2024-09-30
New Buy
New Buy
+1.81%
●
50.88 ($58.39) 65.33
$67.11
14.93%
New holding
11,852
11,852
ARE
Alexandria Real Estate Equities Inc
2024-09-30
Sold Out
Sold Out
-1.72%
●
111.59 ($119.13) 129.08
$80.69
-32.27%
Sold Out
0
-5,488
O
Realty Income Corp
2024-09-30
Add
Add
+1.52%
●
52.36 ($59.51) 63.42
$57.84
-2.81%
Add 141.2%
17,142
10,035
DOC
Healthpeak Properties Inc
2024-09-30
New Buy
New Buy
+1.26%
●
19.47 ($21.55) 22.87
$18.99
-11.88%
New holding
23,089
23,089
XPAR:URW
Unibail-Rodamco-Westfield
2024-09-30
Sold Out
Sold Out
-1.17%
●
65.72 (€73) 79.1
€81.66
11.86%
Sold Out
0
-5,540
WELL
Welltower Inc
2024-09-30
Reduce
Reduce
-1.09%
●
104 ($116.68) 129.75
$161.09
38.06%
Reduce -16.32%
19,972
-3,896
ADC
Agree Realty Corp
2024-09-30
Add
Add
+1.02%
●
61.47 ($70.78) 76.71
$73.60
3.98%
Add 70.6%
13,745
5,688
AMT
American Tower Corp
2024-09-30
New Buy
New Buy
+0.91%
●
192.27 ($221.73) 242.83
$232.35
4.79%
New holding
1,637
1,637
HLT
Hilton Worldwide Holdings Inc
2024-09-30
Sold Out
Sold Out
-0.88%
●
201.82 ($216.45) 234.36
$273.84
26.51%
Sold Out
0
-1,508

Global Real Estate Portfolio Total Holding History ($B)

To

Global Real Estate Portfolio's Asset Allocation

To

Global Real Estate Portfolio Past Portfolios

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

Top Ranked Articles

  • 1

Global Real Estate Portfolio's Hypothetical Growth since 2024-09-30

Global Real Estate Portfolio's Yearly Returns

Year Portfolio % % Excess Gain %

Global Real Estate Portfolio's Holdings Heat Map

Size field:

Global Real Estate Portfolio's Holdings Bubble Chart

Global Real Estate Portfolio News

  • 1

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