US Real Estate Portfolio
MORGAN STANLEY VARIABLE INSURANCE FUND INC.

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Jun 30, 2024 → Sep 30, 2024

Expand a category to see the positions behind it, ranked by weight.

Security Shares Jun 2024 Shares Sep 2024 Δ shares End % Δ value
HEALTHPEAK PROPERTIES INC 0 208,970 208,970 1.79% $4.78M
AMERICAN TOWER CORP 0 16,049 16,049 1.40% $3.73M
LINEAGE INC 0 29,634 29,634 0.87% $2.32M
RETAIL OPPORTUNITY INVTS CORP 0 87,826 87,826 0.52% $1.38M
Security Shares Jun 2024 Shares Sep 2024 Δ shares End % Δ value
ESSEX PROPERTY TRUST INC 35,856 0 -35,856 0.00% -$9.76M
ALEXANDRIA REAL ES EQ INC REIT 54,080 0 -54,080 0.00% -$6.33M
HILTON WORLDWIDE HOLDINGS INC 11,049 0 -11,049 0.00% -$2.41M
NETSTREIT CORP 74,655 0 -74,655 0.00% -$1.20M
Security Shares Jun 2024 Shares Sep 2024 Δ shares End % Δ value
REALTY INCOME CORP REIT 44,950 205,763 160,813 4.89% $10.68M
VICI PROPERTIES 304,369 314,938 10,569 3.93% $1.77M
AGREE REALTY CORP 88,321 125,476 37,155 3.54% $3.98M
VENTAS INC REIT 50,054 105,557 55,503 2.54% $4.20M
BXP INC 61,347 67,439 6,092 2.04% $1.65M
KILROY REALTY CORP 71,488 89,646 18,158 1.30% $1.24M
Security Shares Jun 2024 Shares Sep 2024 Δ shares End % Δ value
EQUINIX INC 28,511 27,378 -1,133 9.11% $2.73M
WELLTOWER INC 201,599 183,039 -18,560 8.79% $2.42M
PROLOGIS INC REIT 166,788 153,853 -12,935 7.29% $696.60K
AVALONBAY COMMUNITIES INC REIT 78,129 66,370 -11,759 5.61% -$1.21M
PUBLIC STORAGE 41,024 37,105 -3,919 5.06% $1.70M
DIGITAL REALTY TRUST INC 93,558 78,311 -15,247 4.75% -$1.55M
EXTRA SPACE STORAGE INC 76,058 67,209 -8,849 4.54% $290.22K
SIMON PROPERTY 79,680 64,682 -14,998 4.10% -$1.16M
IRON MOUNTAIN INC 113,524 74,821 -38,703 3.33% -$1.28M
AMERICAN HOMES-A 263,085 199,401 -63,684 2.87% -$2.12M
MID AMERICA APT CMNTY INC 45,674 45,549 -125 2.71% $724.17K
REXFORD INDUSTRIAL REALTY INC 126,963 111,536 -15,427 2.10% -$49.90K
CARETRUST REIT INC 225,335 173,547 -51,788 2.01% -$300.25K
EASTGROUP PROP 29,967 27,172 -2,795 1.90% -$21.11K
SUN COMMUNITIES INC - REIT 43,016 36,395 -6,621 1.84% -$257.76K
LAMAR ADVERTISING CO CL A 32,521 31,392 -1,129 1.57% $306.74K
TANGER INC- REIT 116,103 112,553 -3,550 1.40% $586.96K
FED REALTY INVS 40,709 32,033 -8,676 1.38% -$427.55K
HOST HOTELS & RE 221,156 194,798 -26,358 1.29% -$547.94K
ESSENTIAL PROPERTIES REALTY TRUST INC 96,243 83,126 -13,117 1.06% $171.86K
URBAN EDGE PROPERTIES 155,459 126,555 -28,904 1.02% -$164.32K
PACS GROUP INC 110,015 66,809 -43,206 1.00% -$575.09K
KITE REALTY GROUP TRUST 151,703 99,609 -52,094 0.99% -$749.50K
Americold Realty Trust Inc 103,875 86,485 -17,390 0.92% -$208.04K
MSILF Treasury Portfolio, Class Institutional 2,457,597 1,339,079 -1,118,517 0.50% -$1.12M

No positions in this category.

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