SEC 13F Intelligence

Grassi Investment Management / MS

Grassi Investment Management’s Morgan Stanley Position

Does Grassi Investment Management own Morgan Stanley (MS)? Yes — 120.0K shares worth $17M (+1.35% of its 13F portfolio) as of Q2 2025, down from 120.8K shares the prior filed quarter.

Position Value
$17M
Q2 2025
Shares
120.0K
% of Portfolio
+1.35%
Quarters Held
27
currently held

Position History MS

Reported value by quarter
Q4 ’18: $5MQ4 ’18Q1 ’19: $5MQ2 ’19: $6MQ3 ’19: $5MQ4 ’19: $6MQ4 ’19Q1 ’20: $4MQ2 ’20: $6MQ3 ’20: $6MQ4 ’20: $8MQ4 ’20Q1 ’21: $9MQ2 ’21: $11MQ3 ’21: $12MQ4 ’21: $12MQ4 ’21Q1 ’22: $11MQ2 ’22: $9MQ3 ’22: $10MQ4 ’22: $10MQ4 ’22Q1 ’23: $11MQ2 ’23: $10MQ3 ’23: $10MQ4 ’23: $11MQ4 ’23Q1 ’24: $11MQ2 ’24: $12MQ3 ’24: $13MQ4 ’24: $15MQ4 ’24Q1 ’25: $14MQ2 ’25: $17Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 2025120.0K$17M+1.35%
Q1 2025120.8K$14M+1.30%
Q4 2024120.8K$15M+1.30%
Q3 2024120.8K$13M+1.09%
Q2 2024120.8K$12M+1.04%
Q1 2024120.8K$11M+1.03%
Q4 2023121.2K$11M+1.19%
Q3 2023121.0K$10M+1.14%
Q2 2023121.0K$10M+1.14%
Q1 2023122.7K$11M+1.34%
Q4 2022121.3K$10M+1.39%
Q3 2022121.3K$10M+1.40%
Q2 2022121.3K$9M+1.22%
Q1 2022120.5K$11M+1.10%
Q4 2021119.0K$12M+1.17%
Q3 2021119.0K$12M+1.30%
Q2 2021119.0K$11M+1.18%
Q1 2021119.0K$9M+1.05%
Q4 2020119.0K$8M+1.03%
Q3 2020122.2K$6M+0.84%
Q2 2020122.8K$6M+0.86%
Q1 2020123.2K$4M+0.73%
Q4 2019124.8K$6M+0.86%
Q3 2019125.5K$5M+0.80%
Q2 2019126.8K$6M+0.82%
Q1 2019129.2K$5M+0.81%
Q4 2018129.0K$5M+0.88%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Grassi Investment Management’s full portfolio or all institutional holders of MS.