SEC 13F Intelligence

Gillson Capital LP / MS

Gillson Capital LP’s Morgan Stanley Position

Does Gillson Capital LP own Morgan Stanley (MS)? Not currently — the last reported position was 123.7K shares worth $11M in Q1 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$11M
Q1 2023
Shares
123.7K
% of Portfolio
+0.90%
Quarters Held
7
position exited

Position History MS

Reported value by quarter
Q4 ’18: $10MQ4 ’18Q1 ’19: $22MQ1 ’19Q2 ’19: $26MQ2 ’19Q3 ’20: $20MQ3 ’20Q1 ’21: $15MQ1 ’21Q2 ’21: $17MQ2 ’21Q1 ’23: $11MQ1 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2023123.7K$11M+0.90%
Q2 2021182.0K$17M+1.56%
Q1 2021191.7K$15M+1.25%
Q3 2020415.7K$20M+2.93%
Q2 2019604.0K$26M+2.60%
Q1 2019511.9K$22M+2.79%
Q4 2018264.1K$10M+1.43%

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