2026 Q2 Portfolio Activity
In 2026 Q2, Morgan Stanley Institutional Investment Advisors LLC maintained a portfolio of 5 distinct positions.
Position History
hover any row below to update
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Morgan Stanley Institutional Investment Advisors LLC
New York, NY
Asset Manager / Institutional Investment Division
AUM $1,071M
Total Positions
5
Quarter
2026 Q2
Top Holding
ENB (37.4%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-5 of 5
Morgan Stanley Institutional Investment Advisors LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
ENB
Enbridge Inc
|
Energy | 37.41% | 38.82% |
#1
Prev: #1
|
6.5 |
—
|
-48,148 | -0.6% |
P
S
|
7,388,875 | $400,550,904 |
$31.68
+47.5%
|
2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | ||
|
WM
Waste Managemen...
|
Industrials | 30.12% | 32.77% |
#2
Prev: #2
|
6.0 |
—
|
-32,399 | -2.2% |
P
S
|
1,446,874 | $322,479,277 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
NHC
National Health...
|
Healthcare | 20.31% | 16.00% |
#3
Prev: #3
|
5.5 |
—
|
-10,270 | -1.0% |
P
S
|
1,028,534 | $217,390,946 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
OII
Oceaneering
|
Energy | 11.60% | 11.81% |
#4
Prev: #4
|
5.0 |
—
|
-386,990 | -11.2% |
P
S
|
3,066,015 | $124,234,908 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
NHI
National Health...
|
Real Estate | 0.56% | 0.60% |
#5
Prev: #5
|
1.2 |
—
|
1,041 | 1.4% |
P
S
|
77,934 | $5,943,247 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 |
Showing 1-5 of 5 holdings