Data as of Q4 2025 (Dec 31, 2025)

Morgan Stanley Institutional Investment Advisors LLC

•CIK: 2026079•Filing: Q4 2025

**Morgan Stanley Institutional Investment Advisors LLC** manages $946M across a concentrated portfolio of five key holdings. The fund exhibits significant overweight exposure to energy and industrial sectors, led by a substantial position in ENB at $365.4M. Further notable allocations include WM at $337.4M and NHC at $142.4M, indicating a strategic focus on established, large-cap industrial and resource names. This structure suggests a value-oriented approach targeting market leaders within cyclical sectors.

Total AUM
$946.0M
QoQ Performance
+13.7%
Positions
5
Top 10 Concentration
100.0%
Latest Filing
Q4 2025

Top Holdings Allocation

ENB
WM
NHC
OII
ENB38.6%
WM35.7%
NHC15.1%
OII10.0%
NHI0.6%

📈 Biggest Buys

OII
Oceaneering
NEW
10.0% of portfolio
NHC
National Health Care
+38.6%
15.1% of portfolio
NHI
National Health Investors
NEW
0.6% of portfolio

📉 Biggest Sells

WM
Waste Management Inc
-3.1%
35.7% of portfolio
ENB
Enbridge Inc
-1.4%
38.6% of portfolio

Sector Breakdown

Other100.0%

Changes from Q3 2025

NEW2 new positions
↑1 increased
↓2 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024

📌 Top Holdings

ENB38.6%
Enbridge Inc
$365.4M
WM35.7%
Waste Management Inc
$337.4M
NHC15.1%
National Health Care
$142.4M
OII10.0%
Oceaneering
$94.8M
NHI0.6%
National Health Investors
$5.9M

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