Morgan Stanley
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Morgan Stanley’s ALPS Active REIT ETF REIT Stock Holding History

Morgan Stanley’s Portfolio REIT Stock Details REIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$34 Buy
+1
New +$28 ﹤0.01% 8065
2025
Q4 		– Sell
-1
Closed -$31 – 8414
2025
Q3 		$31 Buy
+1
New +$26 ﹤0.01% 7977
2025
Q2 		– Sell
-1
Closed -$48 – 8242
2025
Q1 		$48 Hold
1
– – ﹤0.01% 7734
2024
Q4 		$47 Sell
1
-116
-99% -$3.31K ﹤0.01% 7625
2024
Q3 		$3.43K Buy
117
+116
+11,600% +$3.2K ﹤0.01% 7009
2024
Q2 		$43 Hold
1
– – ﹤0.01% 7552
2024
Q1 		$28 Sell
1
-1
-50% -$26 ﹤0.01% 7655
2023
Q4 		$70 Buy
+2
New +$47 ﹤0.01% 7574
2021
Q4 		– Sell
-1
Closed – – 8085
2021
Q3 		$0 Buy
+1
New +$29 ﹤0.01% 8006

Other funds holding REIT

EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

Morgan Stanley's REIT Position: Q1 2026 in Review

Morgan Stanley opened a new position in ALPS Active REIT ETF (REIT) in Q1 2026: 1 share worth $34. The stake represents ﹤0.01% of the portfolio and ranks #8065 among its holdings. This is a return to the name: Morgan Stanley previously reported a position in REIT as recently as Q3 2025.

Morgan Stanley first reported a position in REIT in Q3 2021 and has held it in 9 quarters since. The position peaked at $3.43K in Q3 2024. 18 funds tracked by Wall St. Rank hold REIT as of Q1 2026.

  • Morgan Stanley held 1 share of ALPS Active REIT ETF worth $34 as of Q1 2026.
  • ALPS Active REIT ETF was a new Morgan Stanley position in Q1 2026.
  • ALPS Active REIT ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #8065 holding.
  • Morgan Stanley first reported a position in ALPS Active REIT ETF in Q3 2021 and has held it in 9 quarters since.
  • Morgan Stanley's ALPS Active REIT ETF position peaked at $3.43K in Q3 2024.
  • 18 funds tracked by Wall St. Rank held ALPS Active REIT ETF as of Q1 2026.

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