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
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 Sell
1
-1
-50% -$42 ﹤0.01% 7459
2023
Q4 		$168 Buy
+2
New +$74 ﹤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 $194M AUM 21.67% 1-Year Est. Return
HCRE
Hoya Capital Real Estate Rowayton, Connecticut $5.54M AUM 10.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
GAA
Global Assets Advisory Orlando, Florida $458M AUM 29.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley's HOMZ Position: Q1 2026 in Review

Morgan Stanley increased its Hoya Capital Housing ETF (HOMZ) stake by 121,800% in Q1 2026, buying an estimated $56.5K and bringing the position to 1,219 shares worth $51.5K. The position accounts for ﹤0.01% of the portfolio, ranked #6410.

Morgan Stanley first reported a position in HOMZ in Q3 2021 and has held it in 13 quarters since. 16 funds tracked by Wall St. Rank hold HOMZ as of Q1 2026.

  • Morgan Stanley held 1,219 shares of Hoya Capital Housing ETF worth $51.5K as of Q1 2026.
  • Morgan Stanley bought 1,218 Hoya Capital Housing ETF shares in Q1 2026, an estimated $56.5K.
  • Hoya Capital Housing ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #6410 holding.
  • Morgan Stanley first reported a position in Hoya Capital Housing ETF in Q3 2021 and has held it in 13 quarters since.
  • 16 funds tracked by Wall St. Rank held Hoya Capital Housing ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.