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Morgan Stanley Institutional Investment Advisors LLC

Q2 2025 · 13F-HR

Morgan Stanley Institutional Investment Advisors LLCholdings as filed

Filed 2025-08-14 · accession 0002026079-25-000004

$808.4M
Reported value
3
Positions
2025-06-30
Period end
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The Brief · Morgan Stanley Institutional Investment Advisors LLC · Q2 2025

AI · grounded in 13F

Morgan Stanley Institutional Investment Advisors LLC established a new position in Waste Management Inc WM valued at $368.0M. The fund also initiated a new stake in Enbridge Inc ENB for $359.9M. Additionally, it added National Health Care NHC to its portfolio with a $80.5M investment.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
94106L109WMWaste Management Inc$368.0M45.5%1,608,460CommonNONE
29250N105ENBEnbridge Inc$359.9M44.5%7,941,315CommonNONE
635906100NHCNational Health Care$80.5M9.96%752,165CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.