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Capital Square, LLC

SEC CIK
0001798736
Latest filing
Aug 12, 2026

MS holding history

Morgan Stanley in every 13F filed by Capital Square, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MS overviewAll 13F holders of MSFull Q2 2026 holdings

Shares (Q2 2026)
1,762
Value
$391.7K
% of portfolio
0.2%
Quarters held
11
Since Q4 2023
Holdings of MS by Capital Square, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,762$391.7K0.2%−224−11.3%ReducedHolders
Q1 20261,986$373.5K0.2%00.0%UnchangedHolders
Q4 20251,986$352.6K0.2%00.0%UnchangedHolders
Q3 20251,986$315.7K0.2%00.0%UnchangedHolders
Q2 20251,986$282.6K0.2%00.0%UnchangedHolders
Q1 20251,986$231.7K0.1%−110−5.2%ReducedHolders
Q4 20242,096$288.9K0.2%−3,251−60.8%ReducedHolders
Q3 20245,347$557.4K0.3%−412−7.2%ReducedHolders
Q2 20245,759$590.0K0.4%00.0%UnchangedHolders
Q1 20245,759$542.3K0.4%00.0%UnchangedHolders
Q4 20235,759$537.0K0.6%+5,759NewHolders