Morgan Stanley Institutional Investment Advisors LLC

CIK: 0002026079SEC EDGAR →

Portfolio Value

$946.0M

Holdings

5

As of

Q4 2025

New Positions

0

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1
ENB

Enbridge Inc

7,640,116$365.4M
38.63%
2
WM

Waste Management Inc

1,535,623$337.4M
35.67%
3
NHC

National Health Care

1,038,787$142.4M
15.05%
4
OII

Oceaneering

3,947,022$94.8M
10.03%
5
NHI

National Health Investors

77,029$5.9M
0.62%

Quarterly Changes

Top Buys

OIINEW
$94.8M
NHC↑ Increased
$51.4M
NHINEW
$5.9M

Top Sells

ENB↓ Decreased
$25.5M
WM↓ Decreased
$12.6M

New Positions (2)

OII
$94.8M · 3.9M shares
NHI
$5.9M · 77K shares

Sector Breakdown

Sector# HoldingsValue%
Energy2$460.3M48.7%
Industrials1$337.4M35.7%
Healthcare1$142.4M15.1%
Real Estate1$5.9M0.6%