Morgan Stanley
HOMZ icon

Morgan Stanley’s Hoya Capital Housing ETF HOMZ Stock Holding History

Morgan Stanley’s Portfolio HOMZ Stock Details HOMZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$52 Sell
1
-1,218
-100% -$54K ﹤0.01% 8087
2026
Q1 		$51.5K Buy
1,219
+1,218
+121,800% +$56.5K ﹤0.01% 6410
2025
Q4 		$86 Hold
1
– – ﹤0.01% 7721
2025
Q3 		$68 Buy
+1
New +$46 ﹤0.01% 7764
2025
Q2 		– Sell
-1
Closed -$74 – 8183
2025
Q1 		$74 Sell
1
-1
-50% -$46 ﹤0.01% 7628
2024
Q4 		$124 Buy
2
+1
+100% +$49 ﹤0.01% 7450
2024
Q3 		$84 Buy
+1
New +$47 ﹤0.01% 7470
2024
Q2 		– Sell
-1
Closed -$56 – 7899
2024
Q1 		$56 Hold
1
– – ﹤0.01% 7459
2023
Q4 		$84 Buy
+1
New +$37 ﹤0.01% 7368
2022
Q4 		– Sell
-100
Closed -$3K – 7920
2022
Q3 		$3K Hold
100
– – ﹤0.01% 7383
2022
Q2 		$3K Hold
100
– – ﹤0.01% 7513
2022
Q1 		$4K Hold
100
– – ﹤0.01% 7632
2021
Q4 		$4K Buy
100
+99
+9,900% +$4.24K ﹤0.01% 7685
2021
Q3 		$0 Buy
+1
New +$41 ﹤0.01% 7969

Other funds holding HOMZ

PI
Pettee Investors Rowayton, Connecticut $203M AUM 42.15% 1-Year Est. Return
HCRE
Hoya Capital Real Estate Rowayton, Connecticut $6.8M AUM 50.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
CAM
Concorde Asset Management Ann Arbor, Michigan $173M AUM 33.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
JGIA
Jackson Grant Investment Advisers Stamford, Connecticut $322M AUM 20.03% 1-Year Est. Return

Morgan Stanley's HOMZ Position: Q2 2026 in Review

Morgan Stanley reduced its Hoya Capital Housing ETF (HOMZ) stake by 100% in Q2 2026, selling an estimated $54K and leaving 1 share worth $52. The position accounts for ﹤0.01% of the portfolio, ranked #8087.

Morgan Stanley first reported a position in HOMZ in Q3 2021 and has held it in 14 quarters since. The position peaked at $51.5K in Q1 2026. 16 funds tracked by Wall St. Rank hold HOMZ as of Q2 2026.

  • Morgan Stanley held 1 share of Hoya Capital Housing ETF worth $52 as of Q2 2026.
  • Morgan Stanley sold 1,218 Hoya Capital Housing ETF shares in Q2 2026, an estimated $54K.
  • Hoya Capital Housing ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #8087 holding.
  • Morgan Stanley first reported a position in Hoya Capital Housing ETF in Q3 2021 and has held it in 14 quarters since.
  • Morgan Stanley's Hoya Capital Housing ETF position peaked at $51.5K in Q1 2026.
  • 16 funds tracked by Wall St. Rank held Hoya Capital Housing ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.