Morgan Stanley
OR icon

Morgan Stanley’s OR Royalties Inc OR Stock Holding History

Morgan Stanley’s Portfolio OR Stock Details OR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$72.1M Buy
1,897,527
+721,614
+61% +$29.6M ﹤0.01% 1743
2025
Q4 		$41.6M Buy
1,175,913
+719,323
+158% +$25.2M ﹤0.01% 2267
2025
Q3 		$18.3M Sell
456,590
-227,908
-33% -$7.11M ﹤0.01% 2964
2025
Q2 		$17.6M Sell
684,498
-166,749
-20% -$4.02M ﹤0.01% 2946
2025
Q1 		$18M Buy
851,247
+423,316
+99% +$8.13M ﹤0.01% 2797
2024
Q4 		$7.75M Buy
427,931
+79,869
+23% +$1.55M ﹤0.01% 3620
2024
Q3 		$6.44M Sell
348,062
-195,205
-36% -$3.38M ﹤0.01% 3768
2024
Q2 		$8.46M Buy
543,267
+16,174
+3% +$262K ﹤0.01% 3446
2024
Q1 		$8.65M Sell
527,093
-692,101
-57% -$10.2M ﹤0.01% 3467
2023
Q4 		$17.4M Buy
1,219,194
+4,904
+0.4% +$64.3K ﹤0.01% 3462
2023
Q3 		$14.3M Buy
1,214,290
+330,409
+37% +$4.51M ﹤0.01% 2791
2023
Q2 		$13.6M Buy
883,881
+246,954
+39% +$4M ﹤0.01% 2877
2023
Q1 		$10.1M Sell
636,927
-257,778
-29% -$3.47M ﹤0.01% 3136
2022
Q4 		$10.8M Buy
894,705
+133,053
+17% +$1.54M ﹤0.01% 3006
2022
Q3 		$7.75M Sell
761,652
-61,281
-7% -$614K ﹤0.01% 3232
2022
Q2 		$8.31M Sell
822,933
-220,115
-21% -$2.64M ﹤0.01% 3260
2022
Q1 		$13.8M Sell
1,043,048
-14,692
-1% -$182K ﹤0.01% 2529
2021
Q4 		$13M Buy
1,057,740
+61,577
+6% +$750K ﹤0.01% 2636
2021
Q3 		$11.2M Buy
996,163
+537,434
+117% +$6.73M ﹤0.01% 2759
2021
Q2 		$6.28M Buy
458,729
+75,860
+20% +$1.01M ﹤0.01% 3536
2021
Q1 		$4.22M Buy
382,869
+16,696
+5% +$191K ﹤0.01% 3584
2020
Q4 		$4.64M Sell
366,173
-44,114
-11% -$515K ﹤0.01% 3334
2020
Q3 		$4.86M Sell
410,287
-144,180
-26% -$1.68M ﹤0.01% 2741
2020
Q2 		$5.54M Sell
554,467
-127,734
-19% -$1.18M ﹤0.01% 2558
2020
Q1 		$5.08M Sell
682,201
-1,443,449
-68% -$12.8M ﹤0.01% 2450
2019
Q4 		$20.6M Buy
2,125,650
+115,630
+6% +$1.06M ﹤0.01% 1631
2019
Q3 		$18.7M Buy
2,010,020
+83,940
+4% +$986K ﹤0.01% 1538
2019
Q2 		$20.1M Buy
1,926,080
+369,348
+24% +$3.92M 0.01% 1484
2019
Q1 		$17.5M Buy
1,556,732
+758,847
+95% +$7.81M 0.01% 1534
2018
Q4 		$7.01M Sell
797,885
-931,607
-54% -$7.3M ﹤0.01% 2508
2018
Q3 		$13.1M Buy
1,729,492
+322,139
+23% +$2.76M ﹤0.01% 2125
2018
Q2 		$13.3M Sell
1,407,353
-857,326
-38% -$8.47M ﹤0.01% 2055
2018
Q1 		$21.9M Buy
2,264,679
+732,413
+48% +$7.73M 0.01% 1587
2017
Q4 		$17.7M Buy
1,532,266
+432,583
+39% +$5.25M ﹤0.01% 1776
2017
Q3 		$14.2M Sell
1,099,683
-256,334
-19% -$3.31M ﹤0.01% 1921
2017
Q2 		$16.6M Buy
1,356,017
+968,469
+250% +$11M 0.01% 1687
2017
Q1 		$4.3M Buy
387,548
+217,566
+128% +$2.4M ﹤0.01% 3012
2016
Q4 		$1.65M Buy
169,982
+27,548
+19% +$273K ﹤0.01% 4088
2016
Q3 		$1.56M Buy
+142,434
New +$1.78M ﹤0.01% 3705

Other funds holding OR

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
PMAM
Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 50.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Morgan Stanley's OR Position: Q1 2026 in Review

Morgan Stanley increased its OR Royalties Inc (OR) stake by 61% in Q1 2026, buying an estimated $29.6M and bringing the position to 1,897,527 shares worth $72.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1743.

Morgan Stanley first reported a position in OR in Q3 2016 and has held it in 39 quarters since. 252 funds tracked by Wall St. Rank hold OR as of Q1 2026.

  • Morgan Stanley held 1,897,527 shares of OR Royalties Inc worth $72.1M as of Q1 2026.
  • Morgan Stanley bought 721,614 OR Royalties Inc shares in Q1 2026, an estimated $29.6M.
  • OR Royalties Inc made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #1743 holding.
  • Morgan Stanley first reported a position in OR Royalties Inc in Q3 2016 and has held it in 39 quarters since.
  • 252 funds tracked by Wall St. Rank held OR Royalties Inc as of Q1 2026.

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