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MORGAN STANLEY: UDN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MORGAN STANLEY on UDN, newest first. How the timeline and the estimate are built.

MORGAN STANLEY held 16,496 UDN shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,496 shares
    Change vs previous 13F -3,452 shares

    <0.01% of the 13F portfolio, value $294,633.

    13F-HR 0000895421-26-000243 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 19,948 shares
    Change vs previous 13F -46,048 shares

    <0.01% of the 13F portfolio, value $359,068.

    13F-HR 0000895421-26-000183 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 65,996 shares
    Change vs previous 13F -345,595 shares

    <0.01% of the 13F portfolio, value $1,203,767.

    13F-HR/A 0000895421-26-000187 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 411,591 shares
    Change vs previous 13F +396,755 shares

    <0.01% of the 13F portfolio, value $7,746,148.

    13F-HR/A 0000895421-26-000186 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-09-30
    13F/A 14,836 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $281,010.

    13F-HR/A 0000895421-25-000379 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).