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
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | ENB | Enbridge Inc | $56.50 | 0.07% | 26.03% | 94.95% | $402.6M | 38.82% | −203,093 | −2.7% |
| 2 | WM | Waste Management, Inc | $219.45 | 0.30% | -5.72% | 60.05% | $339.9M | 32.77% | −56,350 | −3.7% |
| 3 | NHC | National Health Care | $197.72 | 0.90% | 95.60% | 190.87% | $165.9M | 16.00% | +17 | +0.0% |
| 4 | OII | Oceaneering | $39.39 | -1.03% | 83.89% | 197.06% | $122.5M | 11.81% | −494,017 | −12.5% |
| 5 | NHI | National Health Investors | $72.10 | 0.19% | 6.62% | 39.20% | $6.2M | 0.60% | −136 | −0.2% |
Source: SEC EDGAR · accession 0002026079-26-000004. 13F discloses long positions only — shorts, foreign equities, and options are excluded.