Capital Square’s Morgan Stanley MS Stock Holding History

Capital Square’s Portfolio MS Stock Details MS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$331K	Hold	1,762	–	–	0.15%	143
2026 Q2	$392K	Sell	1,762 -224	-11%	-$44.4K	0.17%	132
2026 Q1	$374K	Hold	1,986	–	–	0.17%	131
2025 Q4	$353K	Hold	1,986	–	–	0.18%	127
2025 Q3	$316K	Hold	1,986	–	–	0.16%	134
2025 Q2	$283K	Hold	1,986	–	–	0.15%	148
2025 Q1	$232K	Sell	1,986 -110	-5%	-$14.2K	0.14%	155
2024 Q4	$289K	Sell	2,096 -3,251	-61%	-$400K	0.16%	135
2024 Q3	$557K	Sell	5,347 -412	-7%	-$41.5K	0.34%	88
2024 Q2	$590K	Hold	5,759	–	–	0.38%	79
2024 Q1	$542K	Hold	5,759	–	–	0.38%	73
2023 Q4	$537K	Buy	+5,759	New	+$461K	0.61%	49

Other funds holding MS

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Capital Square's MS Position: Q3 2026 in Review

Capital Square held its Morgan Stanley (MS) position steady in Q3 2026 at 1,762 shares worth $331K. The position accounts for 0.15% of the portfolio, ranked #143.

Capital Square first reported a position in MS in Q4 2023 and has held it in 12 quarters since. The position peaked at $590K in Q2 2024. 961 funds tracked by Wall St. Rank hold MS as of Q3 2026.

Capital Square held 1,762 shares of Morgan Stanley worth $331K as of Q3 2026.
Capital Square left its Morgan Stanley share count unchanged in Q3 2026.
Morgan Stanley made up 0.15% of Capital Square's portfolio in Q3 2026, its #143 holding.
Capital Square first reported a position in Morgan Stanley in Q4 2023 and has held it in 12 quarters since.
Capital Square's Morgan Stanley position peaked at $590K in Q2 2024.
961 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Capital Square's 13F filing for Q3 2026, filed 19 Oct 2026.