Morgan Stanley’s InfraCap REIT Preferred ETF PFFR Stock Holding History

Morgan Stanley’s Portfolio PFFR Stock Details PFFR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$120K	Buy	6,929 +3,467	+100%	+$62.3K	﹤0.01%	6078
2025 Q4	$62.4K	Buy	3,462 +39	+1%	+$715	﹤0.01%	6367
2025 Q3	$64K	Buy	3,423 +38	+1%	+$703	﹤0.01%	6318
2025 Q2	$60.6K	Buy	3,385 +2,013	+147%	+$36K	﹤0.01%	6296
2025 Q1	$24.9K	Sell	1,372 -100	-7%	-$1.86K	﹤0.01%	6489
2024 Q4	$27.2K	Sell	1,472 -1,181	-45%	-$22.9K	﹤0.01%	6477
2024 Q3	$52.5K	Hold	2,653	–	–	﹤0.01%	6205
2024 Q2	$48.5K	Hold	2,653	–	–	﹤0.01%	6182
2024 Q1	$49.6K	Sell	2,653 -2,653	-50%	-$49.6K	﹤0.01%	6216
2023 Q4	$99K	Buy	5,306 +2,654	+100%	+$46K	﹤0.01%	6168
2023 Q3	$46.1K	Hold	2,652	–	–	﹤0.01%	6197
2023 Q2	$47.1K	Buy	2,652 +175	+7%	+$2.97K	﹤0.01%	6233
2023 Q1	$41.6K	Buy	2,477 +1,777	+254%	+$31.8K	﹤0.01%	6342
2022 Q4	$11.7K	Hold	700	–	–	﹤0.01%	6879
2022 Q3	$12K	Sell	700 -5,257	-88%	-$102K	﹤0.01%	7015
2022 Q2	$114K	Hold	5,957	–	–	﹤0.01%	6204
2022 Q1	$130K	Sell	5,957 -566	-9%	-$12.7K	﹤0.01%	6155
2021 Q4	$155K	Buy	6,523 +666	+11%	+$15.9K	﹤0.01%	6194
2021 Q3	$143K	Hold	5,857	–	–	﹤0.01%	6179
2021 Q2	$144K	Hold	5,857	–	–	﹤0.01%	6176
2021 Q1	$142K	Hold	5,857	–	–	﹤0.01%	5845
2020 Q4	$138K	Sell	5,857 -2,995	-34%	-$67.9K	﹤0.01%	5777
2020 Q3	$195K	Buy	8,852 +8,152	+1,165%	+$177K	﹤0.01%	5134
2020 Q2	$14K	Hold	700	–	–	﹤0.01%	6081
2020 Q1	$12K	Hold	700	–	–	﹤0.01%	5977
2019 Q4	$18K	Hold	700	–	–	﹤0.01%	6124
2019 Q3	$18K	Buy	+700	New	+$17.5K	﹤0.01%	6046

Other funds holding PFFR

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PPW

Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return

Morgan Stanley's PFFR Position: Q1 2026 in Review

Morgan Stanley increased its InfraCap REIT Preferred ETF (PFFR) stake by 100% in Q1 2026, buying an estimated $62.3K and bringing the position to 6,929 shares worth $120K. The position accounts for ﹤0.01% of the portfolio, ranked #6078.

Morgan Stanley first reported a position in PFFR in Q3 2019 and has held it in 27 quarters since. The position peaked at $195K in Q3 2020. 32 funds tracked by Wall St. Rank hold PFFR as of Q1 2026.

Morgan Stanley held 6,929 shares of InfraCap REIT Preferred ETF worth $120K as of Q1 2026.
Morgan Stanley bought 3,467 InfraCap REIT Preferred ETF shares in Q1 2026, an estimated $62.3K.
InfraCap REIT Preferred ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #6078 holding.
Morgan Stanley first reported a position in InfraCap REIT Preferred ETF in Q3 2019 and has held it in 27 quarters since.
Morgan Stanley's InfraCap REIT Preferred ETF position peaked at $195K in Q3 2020.
32 funds tracked by Wall St. Rank held InfraCap REIT Preferred ETF as of Q1 2026.

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