Morgan Stanley PFD K is a security (CUSIP 61762V606) tracked across SEC portfolio filings. 5 institutional managers reported $705K on Form 13F as of 2026-06-30; 17 registered fund positions totaling $61.8M via N-PORT as of 2026-05-29.
| Manager | Location | Value | Shares |
|---|---|---|---|
| WHALEROCK POINT PARTNERS, LLC | PROVIDENCE, RI | $476K | 20,350 |
| Vermillion Wealth Management, Inc. | ROSEMOUNT, MN | $215K | 9,143 |
| PNC Financial Services Group, Inc. | Pittsburgh, PA | $7K | 290 |
| First Command Advisory Services, Inc. | FORT WORTH, TX | $7K | 278 |
| ORG Partners LLC | ROANOKE, IN | $613 | 25 |
Showing 15 of 17 fund positions by value.
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| Nuveen Preferred & Income Opportunities Fund | Nuveen Preferred & Income Opportunities Fund | $22.0M | 70.63% |
| Nuveen Preferred & Income Securities Fund | Nuveen Preferred & Income Securities Fund | $13.2M | 91.75% |
| Flaherty & Crumrine Preferred and Income Securities Fund Incorporated | Flaherty & Crumrine Preferred & Income Securities Fund Inc | $9.4M | 111.47% |
| Flaherty & Crumrine Dynamic Preferred and Income Fund Incorporated | Flaherty & Crumrine Dynamic Preferred & Income Fund Inc | $4.2M | 91.16% |
| Flaherty & Crumrine Total Return Fund Incorporated | Flaherty & Crumrine Total Return Fund Inc | $3.0M | 154.23% |
| DWS Global Income Builder Fund | DEUTSCHE DWS MARKET TRUST | $1.8M | 29.28% |
| Nuveen Preferred Securities & Income Opportunities Fund | Nuveen Preferred Securities & Income Opportunities Fund | $1.6M | 56.88% |
| COHEN & STEERS REIT & PREFERRED & INCOME FUND INC | COHEN & STEERS REIT & PREFERRED & INCOME FUND INC | $1.4M | 14.14% |
| Flaherty & Crumrine Preferred and Income Fund Incorporated | Flaherty & Crumrine Preferred & Income Fund Inc | $1.3M | 78.96% |
| Cohen & Steers Real Estate Opportunities & Income Fund | Cohen & Steers Real Estate Opportunities & Income Fund | $908K | 34.37% |
| Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund | Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund | $824K | 7.19% |
| Nuveen Preferred and Income Fund | Nuveen Preferred and Income 2022 Term Fund | $739K | 94.44% |
| First Trust Intermediate Duration Preferred & Income Fund | First Trust Intermediate Duration Preferred & Income Fund | $601K | 5.08% |
| Cohen & Steers Global Income Builder, Inc | Cohen & Steers Global Income Builder, Inc | $300K | 13.75% |
| DWS Global Income Builder VIP | DEUTSCHE DWS VARIABLE SERIES II | $234K | 20.95% |