Morgan Stanley’s Appreciate Holdings, Inc. Class A Common Stock SFR Stock Holding History

Morgan Stanley’s Portfolio SFR Stock Details SFR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,680	Closed	-$958	–	7737
2023 Q1	$958	Buy	+1,680	New	+$2.4K	﹤0.01%	7362
2022 Q4	–	Sell	-9,600	Closed	-$96K	–	8002
2022 Q3	$96K	Hold	9,600	–	–	﹤0.01%	6098
2022 Q2	$95K	Hold	9,600	–	–	﹤0.01%	6306
2022 Q1	$94K	Hold	9,600	–	–	﹤0.01%	6354
2021 Q4	$94K	Hold	9,600	–	–	﹤0.01%	6487
2021 Q3	$94K	Sell	9,600 -500	-5%	-$4.87K	﹤0.01%	6419
2021 Q2	$99K	Sell	10,100 -123	-1%	-$1.21K	﹤0.01%	6365
2021 Q1	$100K	Buy	+10,223	New	+$104K	﹤0.01%	6010

Other funds holding SFR

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

Meteora Capital Boca Raton, Florida $1.36B AUM 21.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

WMSA

Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return

Morgan Stanley's SFR Position: Q2 2023 in Review

Morgan Stanley sold out of Appreciate Holdings, Inc. Class A Common Stock (SFR) in Q2 2023, closing a stake of 1,680 shares — an estimated $958 sold.

Morgan Stanley first reported a position in SFR in Q1 2021 and held it in 8 quarters. The position peaked at $100K in Q1 2021. 18 funds tracked by Wall St. Rank hold SFR as of Q2 2023.

Morgan Stanley reported no remaining Appreciate Holdings, Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
Morgan Stanley sold 1,680 Appreciate Holdings, Inc. Class A Common Stock shares in Q2 2023, an estimated $958.
Morgan Stanley first reported a position in Appreciate Holdings, Inc. Class A Common Stock in Q1 2021 and held it in 8 quarters.
Morgan Stanley's Appreciate Holdings, Inc. Class A Common Stock position peaked at $100K in Q1 2021.
18 funds tracked by Wall St. Rank held Appreciate Holdings, Inc. Class A Common Stock as of Q2 2023.

Based on Morgan Stanley's 13F filing for Q2 2023, filed 14 Aug 2023.