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MORGAN STANLEY: XLRE position timeline

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

MORGAN STANLEY held 10,788,663 XLRE 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 10,788,663 shares
    Change vs previous 13F +3,493,968 shares

    0.03% of the 13F portfolio, value $475,024,925.

    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 7,294,695 shares
    Change vs previous 13F +817,339 shares

    0.02% of the 13F portfolio, value $297,842,456.

    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 6,477,356 shares
    Change vs previous 13F -194,731 shares

    0.02% of the 13F portfolio, value $261,361,400.

    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 6,672,087 shares
    Change vs previous 13F +40,022 shares

    0.02% of the 13F portfolio, value $281,095,115.

    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 ended2025-06-30
    13F 6,632,065 shares
    Change vs previous 13F -202,484 shares

    0.02% of the 13F portfolio, value $274,700,206.

    13F-HR 0000895421-25-000499 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).

  6. period ended2025-03-31
    13F 6,834,549 shares
    Change vs previous 13F +527,879 shares

    0.02% of the 13F portfolio, value $286,025,975.

    13F-HR 0000895421-25-000381 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).

  7. period ended2024-12-31
    13F/A 6,306,670 shares
    Change vs previous 13F -686,392 shares

    0.02% of the 13F portfolio, value $256,492,314.

    13F-HR/A 0000895421-25-000380 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).

  8. period ended2024-09-30
    13F/A 6,993,062 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $312,380,160.

    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).