• Morgan Stanley Institutional Fund Global Concentrated Real Estate Portfolio

Morgan Stanley

  • Global
  • Real Estate

Morgan Stanley Institutional Fund Global Concentrated Real Estate Portfolio

MCQCX

Summary

Price

Last Close

$8.27 ( +0 )

52 Week HL

$8.42 - $5.7

Net Assets

$3.81 M

Expense Ratio

0.90 %

Sector Allocation

Jan 31, 2021

Top 10 Holdings

Feb 26, 2021

Company Name

  • Prologis Inc
  • Healthpeak Properties
  • AvalonBay Communities
  • Public Storage
  • Simon Property

Holding

  • 6.21
  • 4.92
  • 4.64
  • 4.00
  • 3.83

Company Name

  • Hongkong Land
  • SL Green
  • Nippon Prologis
  • Klepierre
  • Camden Property
  • Total

Holding

  • 3.82
  • 3.14
  • 3.04
  • 2.97
  • 2.97
  • 39.54%

Manager

Name

Theodore R. Bigman

Leadership

Single Manager

Tenure

2003

Advisor

Documents

Prospectus

Fact Sheet

Q4 2021

Q3 2021

Q2 2021

Annual Reports

2021

Website

Link

Performance

YTD

-

3 Year

-14.75%

5 Year

0%

Best

13.44%
2021

Worst

-23.1%
2020

Returns +
Quarterly

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 - 6.6% -37.8% 13.6% - - - - - - -
Q2 - 6.4% 7.6% -6% 0.4% - - - - - -
Q3 - - -3.9% -1.9% -1.2% - - - - - -
Q4 - - 19.5% 3.4% -8.4% - - - - - -

Returns +
Monthly

J F M A M J J A S O N D
2022 - - - - - - - - - - - -
2021 0.4% 3.8% 2.2% 7.9% -1.3% - - - - - - -

+
Annual

    2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
    0%29%16%29%-6%19%8%-1%14%29%0%

Alpha

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
MCQCX -13%-23%10%-------
S&P 500 -29%16%29%-6%19%8%-1%14%29%-
Alpha --15%-39%-19%-------

MCQCX S&P 500

Chart +