SCHEDULE: Morgan Stanley, Parametric Disclose 8% Stake in Nuveen Fund

Morgan Stanley and its subsidiary, Parametric Portfolio Associates LLC, reported a combined 8.0% beneficial ownership in Nuveen Core Plus Impact Fund as of December 31, 2025.

Summary

• Morgan Stanley and Parametric Portfolio Associates LLC jointly reported beneficial ownership of 2,290,571 Common Shares of Beneficial Interest in NUVEEN CORE PLUS IMPACT FUND.
• This aggregate amount represents 8.0% of the class of securities.
• As of December 31, 2025, both reporting persons held 215,942 shares with shared voting power and 2,290,571 shares with shared dispositive power.
• Parametric Portfolio Associates LLC is identified as a wholly-owned subsidiary of Morgan Stanley.
• The securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of the issuer.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a routine regulatory disclosure of beneficial ownership by a major financial institution, carrying a neutral sentiment as it does not indicate a change in operational performance or strategic direction for the issuer.

Future Outlook

NA

Industry Context

StockSavvy.ai notes that institutional filings like Schedule 13G provide transparency into significant ownership stakes by major financial institutions, which can signal long-term investment interest in specific funds or companies. Morgan Stanley's disclosure, through its subsidiary Parametric Portfolio Associates LLC, highlights its continued involvement in the Nuveen Core Plus Impact Fund.

Stakeholder Impact

• Shareholders: Increased transparency regarding significant institutional ownership.
• Investment Professionals: Provides insight into institutional holdings and potential investment strategies.

Key Dates

Keywords

Nuveen Core Plus Impact Fund, Morgan Stanley, Parametric Portfolio Associates, Beneficial Ownership, Schedule 13G, Investment Adviser, Holding Company, Common Shares