GF

Global Focus Real Estate Portfolio | MSBPX

Mutual Fund
MORGAN STANLEY INSTITUTIONAL FUND INC
Last update 2024-08-23 51 Stocks (8 new)
Value $4.00 Mil Turnover 14 %
Countries:
Top Holdings: WELL(6.81%)AMT(5.99%)EQIX(5.80%)EXR(5.02%)AVB(5.00%)
Portfolio Report
Summary Stock Picks Current Portfolio
Global Focus Real Estate Portf... Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
WELL 		Welltower Inc
2,741
285.750
-7.12%
6.810
-0.46%
0.000
+22.38%
+52.63%
84137.808
REITs
AMT 		American Tower Corp
1,293
251.330
-1.45%
5.990
-0.09%
0.000
-4.77%
+1.51%
99929.838
REITs
EQIX 		Equinix Inc
322
243.630
-3.30%
5.800
-0.21%
0.000
+18.93%
+14.61%
87706.797
REITs
EXR 		Extra Space Storage Inc
1,355
210.580
New Holding
5.020
+5.02%
0.000
+7.15%
+8.37%
35727.711
REITs
AVB 		AvalonBay Communities Inc
1,015
209.990
+25.93%
5.000
+1.03%
0.000
+11.78%
+24.02%
32199.523
REITs
ASX:GMG 		Goodman Group
6,687
154.270
+1.77%
3.670
+0.06%
0.000
+13.01%
+44.10%
69390.950
Real Estate
SPG 		Simon Property Group Inc
983
149.220
+3.04%
3.550
+0.10%
0.000
+19.28%
+27.06%
56899.644
REITs
DLR 		Digital Realty Trust Inc
935
142.170
-13.18%
3.390
-0.48%
0.000
+26.26%
+37.82%
60046.616
REITs
EPRT 		Essential Properties Realty Trust Inc
4,799
132.980
-3.30%
3.170
-0.10%
0.000
+13.17%
+28.21%
5575.552
REITs
TSE:8801 		Mitsui Fudosan Co Ltd
13,500
124.250
0%
2.960
0%
0.000
+7.92%
+17.98%
3711368.667
Real Estate

Global Focus Real Estate Portfolio's Historical Top Holdings Breakdowns

Global Focus Real Estate Portfolio's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
EXR 		Extra Space Storage Inc2024-06-30New Buy
+5.02%
●
132.46 ($145.78) 159.33
$168.54
15.61%
New holding
1,355
1,355
PSA 		Public Storage2024-06-30Sold Out
-3.51%
●
257.73 ($275.75) 293.34
$340.60
23.52%
Sold Out
0
-516
SUI 		Sun Communities Inc2024-06-30Sold Out
-1.90%
●
111.32 ($118.82) 128.2
$133.22
12.12%
Sold Out
0
-628
PACS 		PACS Group Inc2024-06-30New Buy
+1.56%
●
23 ($27.23) 30.47
$29.54
8.48%
New holding
2,219
2,219
RHP 		Ryman Hospitality Properties Inc2024-06-30Sold Out
-1.21%
●
95.86 ($105.39) 116.28
$108.30
2.76%
Sold Out
0
-445
BXP 		BXP Inc2024-06-30New Buy
+1.04%
●
57.17 ($61.11) 65.3
$81.38
33.17%
New holding
710
710
AVB 		AvalonBay Communities Inc2024-06-30Add
+1.03%
●
178.98 ($193.33) 206.89
$226.38
17.10%
Add 25.93%
1,015
209
HST 		Host Hotels & Resorts Inc2024-06-30New Buy
+1.01%
●
17.79 ($18.71) 20.72
$17.65
-5.67%
New holding
2,368
2,368
LSE:SGRO 		Segro PLC2024-06-30Reduce
-0.98%
●
8.28 (£8.88) 9.4
£7.85
-11.62%
Reduce -43.49%
4,746
-3,652
XPAR:LI 		Klepierre2024-06-30New Buy
+0.96%
●
23.32 (€25.27) 27.06
€28.84
14.13%
New holding
1,510
1,510

Global Focus Real Estate Portfolio Total Holding History ($B)

To

Global Focus Real Estate Portfolio's Asset Allocation

To

Global Focus Real Estate Portfolio Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Global Focus Real Estate Portfolio's Hypothetical Growth since 2024-06-30

Global Focus Real Estate Portfolio's Yearly Returns

Year Portfolio % % Excess Gain %

Global Focus Real Estate Portfolio's Holdings Heat Map

Size field:

Global Focus Real Estate Portfolio's Holdings Bubble Chart

Global Focus Real Estate Portfolio News

  • 1

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