Institutional
Morgan Stanley Institutional Investment Advisors LLC
CIK 0002026079
$1.04B
Reported AUM
5
Positions
Q1 2026
Period
2026-05-14
Filed
The Brief · Morgan Stanley Institutional Investment Advisors LLC · Q1 2026
AI · grounded in 13F
Morgan Stanley Institutional Investment Advisors LLC reduced its position in Oceaneering OII by 12.52%. The fund also trimmed holdings in Waste Management, Inc WM by 3.67% and Enbridge Inc ENB by 2.66%. These moves occurred alongside a slight accumulation of National Health Care NHC and a minor reduction in National Health Investors NHI.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | ENB | Enbridge Inc | $55.44 | 0.54% | 24.25% | 87.29% | $402.6M | 38.82% | — | HELD |
| 2 | WM | Waste Management, Inc | $226.33 | -4.34% | 5.03% | 64.94% | $339.9M | 32.77% | — | HELD |
| 3 | NHC | National Health Care | $228.97 | 0.14% | 145.95% | 254.85% | $165.9M | 16.00% | — | HELD |
| 4 | OII | Oceaneering | $47.64 | 2.28% | 120.03% | 278.70% | $122.5M | 11.81% | — | HELD |
| 5 | NHI | National Health Investors | $76.07 | -2.84% | 11.32% | 68.86% | $6.2M | 0.60% | — | HELD |
Source: SEC EDGAR · accession 0002026079-26-000004. 13F discloses long positions only — shorts, foreign equities, and options are excluded.