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
+0.69%
+22.32%
99,904.2
REITs
EQIX
Equinix Inc
2,647
2,349.6
-2.32%
5.590
-0.13%
0.000
-1.27%
-15.65%
76,983.5
REITs
PLD
Prologis Inc
14,501
1,831.2
-3.31%
4.360
-0.15%
0.000
+7.34%
+4.09%
100,234.6
REITs
AVB
AvalonBay Communities Inc
7,875
1,773.8
-7.58%
4.220
-0.36%
0.010
-0.75%
-6.35%
28,839.5
REITs
PSA
Public Storage
4,443
1,616.7
-2.07%
3.850
-0.07%
0.000
+1.55%
+0.96%
51,983.8
REITs
DLR
Digital Realty Trust Inc
8,352
1,351.6
-14.14%
3.220
-0.56%
0.000
+23.18%
-1.16%
58,130.2
REITs
ASX:GMG
Goodman Group
52,299
1,334.1
-10.55%
3.170
-0.38%
0.000
+27.73%
-1.22%
71,191.9
REITs
EXR
Extra Space Storage Inc
6,376
1,148.9
-2.98%
2.730
-0.08%
0.000
+7.21%
+4.48%
32,442.8
REITs
VICI
VICI Properties Inc
34,175
1,138.4
+13.23%
2.710
+0.32%
0.000
+7.02%
+17.57%
35,325.7
REITs
O
Realty Income Corp
17,142
1,087.2
+141.20%
2.590
+1.52%
0.000
+2.52%
+11.64%
52,089.7
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
$284.20
-2.03%
Sold Out
0
-3,001
VTR
Ventas Inc
2024-09-30
New Buy
New Buy
+1.81%
●
50.88 ($58.39) 65.33
$62.93
7.78%
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
$76.92
-35.43%
Sold Out
0
-5,488
O
Realty Income Corp
2024-09-30
Add
Add
+1.52%
●
52.36 ($59.51) 63.42
$57.68
-3.08%
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
$18.22
-15.45%
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
€79.84
9.37%
Sold Out
0
-5,540
WELL
Welltower Inc
2024-09-30
Reduce
Reduce
-1.09%
●
104 ($116.68) 129.75
$152.77
30.93%
Reduce -16.32%
19,972
-3,896
ADC
Agree Realty Corp
2024-09-30
Add
Add
+1.02%
●
61.47 ($70.78) 76.71
$71.97
1.68%
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
$221.75
0.01%
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
$273.42
26.32%
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

Discussions on Global Real Estate Portfolio

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.