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Asset Manager ← All Institutions

Morgan Stanley Institutional Investment Advisors LLC

Q4 2025 · Filed 2026-02-13
Market Value
$946M
+13.7%
Holdings
5
+2
New Purchases
2
Added To
1
Closed
0
Reduced
2
Top 10 Concentration
100.0%
Turnover
40.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
OII 10.03% 0.00% +10.03% $95M
NHC 15.05% 10.94% +4.11% $142M
NHI 0.62% 0.00% +0.62% $6M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ENB 38.63% 46.99% -8.36% $365M
WM 35.67% 42.06% -6.40% $337M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 2 $703M 74.3%
Mid Cap 3 $243M 25.7%

Portfolio Analytics

Avg Market Cap
$45.0B
Median Market Cap
$3.9B
Avg P/E
23.1
Median P/E
24.6
Avg Dividend Yield
0.02%
Avg Beta
0.74
# Stocks
5
# ETFs / Funds
0

Top Holdings (5 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 ENB 38.63% 7,640,116 $365M $47.83 -$26M -108,111 -1.4%
2 WM 35.67% 1,535,623 $337M $219.71 -$13M -49,176 -3.1%
3 NHC 15.05% 1,038,787 $142M $137.09 $51M +289,566 +38.6%
4 OII 10.03% 3,947,022 $95M $24.03 +3,947,022 NEW
5 NHI 0.62% 77,029 $6M $76.37 +77,029 NEW

New Positions

SymbolValue% Port
OII $95M 10.03%
NHI $6M 0.62%
View SEC EDGAR Filings for Morgan Stanley Institutional Investment Advisors LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms