Morgan Stanley
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Morgan Stanley’s Scully Royalty SRL Stock Holding History

Morgan Stanley’s Portfolio SRL Stock Details SRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$683K Sell
87,387
-55,577
-39% -$476K ﹤0.01% 5323
2025
Q4 		$1.22M Sell
142,964
-49,264
-26% -$302K ﹤0.01% 5082
2025
Q3 		$1.15M Sell
192,228
-5,823
-3% -$33.2K ﹤0.01% 5105
2025
Q2 		$1.15M Sell
198,051
-12,152
-6% -$85.9K ﹤0.01% 5025
2025
Q1 		$1.7M Buy
210,203
+1,032
+0.5% +$8.2K ﹤0.01% 4705
2024
Q4 		$1.93M Buy
209,171
+2,068
+1% +$15.7K ﹤0.01% 4718
2024
Q3 		$1.66M Buy
207,103
+2,080
+1% +$15.9K ﹤0.01% 4758
2024
Q2 		$1.46M Sell
205,023
-6,039
-3% -$38.4K ﹤0.01% 4755
2024
Q1 		$1.3M Sell
211,062
-290,154
-58% -$2.18M ﹤0.01% 4833
2023
Q4 		$3.06M Buy
501,216
+248,392
+98% +$1.27M ﹤0.01% 4702
2023
Q3 		$1.43M Sell
252,824
-3,811
-1% -$24.5K ﹤0.01% 4594
2023
Q2 		$1.87M Sell
256,635
-8,784
-3% -$62.2K ﹤0.01% 4469
2023
Q1 		$1.78M Sell
265,419
-4,894
-2% -$37.9K ﹤0.01% 4532
2022
Q4 		$2.08M Sell
270,313
-3,152
-1% -$24.5K ﹤0.01% 4438
2022
Q3 		$2.02M Buy
273,465
+1,249
+0.5% +$10.2K ﹤0.01% 4427
2022
Q2 		$2.18M Buy
272,216
+868
+0.3% +$7.84K ﹤0.01% 4462
2022
Q1 		$2.67M Buy
271,348
+2,407
+0.9% +$21.4K ﹤0.01% 4293
2021
Q4 		$2.38M Buy
268,941
+21,681
+9% +$222K ﹤0.01% 4434
2021
Q3 		$2.81M Sell
247,260
-78
-0% -$995 ﹤0.01% 4290
2021
Q2 		$3.01M Sell
247,338
-16,324
-6% -$197K ﹤0.01% 4289
2021
Q1 		$2.3M Buy
263,662
+3,019
+1% +$24.7K ﹤0.01% 4142
2020
Q4 		$1.29M Buy
260,643
+23,859
+10% +$107K ﹤0.01% 4502
2020
Q3 		$1.16M Buy
236,784
+2,108
+0.9% +$15.3K ﹤0.01% 4099
2020
Q2 		$1.78M Sell
234,676
-1,728
-0.7% -$13.6K ﹤0.01% 3699
2020
Q1 		$1.78M Sell
236,404
-3,754
-2% -$35.1K ﹤0.01% 3466
2019
Q4 		$2.98M Sell
240,158
-1,367
-0.6% -$15K ﹤0.01% 3708
2019
Q3 		$2.81M Sell
241,525
-537
-0.2% -$6.97K ﹤0.01% 3482
2019
Q2 		$3.22M Sell
242,062
-3,314
-1% -$37.8K ﹤0.01% 3359
2019
Q1 		$1.8M Sell
245,376
-3,054
-1% -$21K ﹤0.01% 3672
2018
Q4 		$1.29M Buy
248,430
+3,238
+1% +$16.1K ﹤0.01% 4091
2018
Q3 		$1.5M Sell
245,192
-934
-0.4% -$5.9K ﹤0.01% 4230
2018
Q2 		$1.46M Buy
246,126
+10,189
+4% +$63.5K ﹤0.01% 4353
2018
Q1 		$1.47M Buy
235,937
+20,424
+9% +$136K ﹤0.01% 4264
2017
Q4 		$1.68M Buy
215,513
+28,561
+15% +$247K ﹤0.01% 4178
2017
Q3 		$1.76M Sell
186,952
-294
-0.2% -$2.62K ﹤0.01% 4003
2017
Q2 		$1.67M Sell
187,246
-14,239
-7% -$115K ﹤0.01% 3956
2017
Q1 		$1.79M Sell
201,485
-4,066
-2% -$40.9K ﹤0.01% 3901
2016
Q4 		$2M Buy
205,551
+16,347
+9% +$167K ﹤0.01% 3929
2016
Q3 		$1.94M Sell
189,204
-10,204
-5% -$112K ﹤0.01% 3525
2016
Q2 		$2.18M Buy
199,408
+15,633
+9% +$144K ﹤0.01% 3350
2016
Q1 		$1.82M Sell
183,775
-5,412
-3% -$55.1K ﹤0.01% 3422
2015
Q4 		$1.84M Buy
189,187
+16,416
+10% +$198K ﹤0.01% 3571
2015
Q3 		$2.47M Sell
172,771
-2,529
-1% -$43.3K ﹤0.01% 3313
2015
Q2 		$3.55M Buy
175,300
+2,387
+1% +$51.5K ﹤0.01% 3104
2015
Q1 		$3.51M Sell
172,913
-4,963
-3% -$116K ﹤0.01% 3077
2014
Q4 		$6.3M Sell
177,876
-18,658
-9% -$573K ﹤0.01% 2501
2014
Q3 		$6.99M Sell
196,534
-11,935
-6% -$457K ﹤0.01% 2335
2014
Q2 		$7.97M Buy
208,469
+156
+0.1% +$5.85K ﹤0.01% 2235
2014
Q1 		$8.27M Buy
208,313
+18,099
+10% +$694K ﹤0.01% 2108
2013
Q4 		$7.6M Sell
190,214
-20,432
-10% -$811K ﹤0.01% 2179
2013
Q3 		$8.85M Sell
210,646
-12,688
-6% -$531K ﹤0.01% 1874
2013
Q2 		$9.01M Buy
+223,334
New +$9.35M ﹤0.01% 1786

Other funds holding SRL

IR
IAT Reinsurance New York $310M AUM 13.37% 1-Year Est. Return
ML
MILFAM LLC Stuart, Florida $128M AUM
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
KFP
Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Morgan Stanley's SRL Position: Q1 2026 in Review

Morgan Stanley reduced its Scully Royalty (SRL) stake by 39% in Q1 2026, selling an estimated $476K and leaving 87,387 shares worth $683K. The position accounts for ﹤0.01% of the portfolio, ranked #5323.

Morgan Stanley first reported a position in SRL in Q2 2013 and has held it in 52 quarters since. The position peaked at $9.01M in Q2 2013. 17 funds tracked by Wall St. Rank hold SRL as of Q1 2026.

  • Morgan Stanley held 87,387 shares of Scully Royalty worth $683K as of Q1 2026.
  • Morgan Stanley sold 55,577 Scully Royalty shares in Q1 2026, an estimated $476K.
  • Scully Royalty made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5323 holding.
  • Morgan Stanley first reported a position in Scully Royalty in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's Scully Royalty position peaked at $9.01M in Q2 2013.
  • 17 funds tracked by Wall St. Rank held Scully Royalty as of Q1 2026.

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