Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust MSCI — MSCI INC

Ownership history in Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust  ·  3 quarters on record

AI Ownership Summary

Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust reported MSCI INC (MSCI) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 5.27% in 2026 Q1. The latest visible filing shows MSCI at 2.96% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MSCI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust's position in MSCI INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

MSCI was reported at 2.96% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.27% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MSCI stock page Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust fund profile Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust full holdings
How Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust held MSCI — position size vs. price
% of Fund (quarterly)    MSCI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 19,719 -45,984 -70.0% 2.96% $11.0M 2026-07-28 $577.33
2026 Q1 ADDED — — — 65,703 +41,936 +176.4% 5.27% $35.4M 2026-05-01 $584.64
2025 Q4 INITIATED — — — 23,767 — — 3.65% $13.6M 2026-02-10 $509.96

🏢 Other funds also holding MSCI

As of 2026 Q2 — sorted by position size

GCQ FUNDS MANAGEMENT PTY Ltd 9.25% GFI Investment Counsel Ltd. 3Y 7Y 7.95% GOBI CAPITAL LLC 3Y 7Y 6.78% CAT ROCK CAPITAL MANAGEMENT LP 3Y 7Y 6.5% Quantum Capital Management, LLC / NJ 3Y 7Y 6.05% Meritage Group LP 3Y 7Y 5.93% YCG, LLC 3Y 7Y 5.14% Cander Asset Management LP 4.77% Longview Partners (Guernsey) LTD 3Y 7Y 4.22% Consulta Ltd 3Y 7Y 4.04%

FAQ About Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust and MSCI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust reported owning MSCI?

Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust reported MSCI across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported MSCI position in Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust's portfolio?

The largest reported portfolio weight for MSCI was 5.27% in 2026 Q1.

What is the latest reported MSCI position on this page?

The most recent filing on this page is 2026 Q2, when Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust reported 19,719 shares, equal to 2.96% of portfolio, with an estimated market value of $11.0M.

What does the chart on this MSCI ownership page compare?

The chart compares Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust's quarterly MSCI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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