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Morgan Stanley Institutional Investment Advisors LLC

Q4 2025 · 13F-HR

Morgan Stanley Institutional Investment Advisors LLCholdings as filed

Filed 2026-02-13 · accession 0002026079-26-000001

$946.0M
Reported value
5
Positions
2025-12-31
Period end
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The Brief · Morgan Stanley Institutional Investment Advisors LLC · Q4 2025

AI · grounded in 13F

Morgan Stanley Institutional Investment Advisors LLC established a new position in Oceaneering OII valued at $94.8M. The fund also initiated a new stake in National Health Investors NHI for $5.8M and increased its holding of National Health Care NHC by 38.6%. Conversely, the manager trimmed positions in Waste Management Inc WM and Enbridge Inc ENB by 3.1% and 1.4% respectively.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
29250N105ENBEnbridge Inc$365.4M38.6%7,640,116CommonNONE
94106L109WMWaste Management Inc$337.4M35.7%1,535,623CommonNONE
635906100NHCNational Health Care$142.4M15.1%1,038,787CommonNONE
675232102OIIOceaneering$94.8M10.0%3,947,022CommonNONE
63633D104NHINational Health Investors$5.9M0.62%77,029CommonNONE

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.