Morgan Stanley, Parametric disclose 8% NPCT stake in Nuveen Core Plus Impact Fund
Filing Impact
Filing Sentiment
Form Type
SCHEDULE 13G/A
Rhea-AI Filing Summary
Morgan Stanley and Parametric Portfolio Associates LLC report a 2,290,571‑share position, representing 8.0% of Nuveen Core Plus Impact Fund’s common shares of beneficial interest as of 12/31/2025. The firms report shared voting power over 215,942 shares and shared dispositive power over 2,290,571 shares.
They certify the shares were acquired and are held in the ordinary course of business on a passive basis, not for changing or influencing control of the fund.
Positive
- None.
Negative
- None.
FAQ
What stake do Morgan Stanley and Parametric hold in NPCT?
Morgan Stanley and Parametric report beneficial ownership of 2,290,571 NPCT shares, or 8.0% of the fund’s common shares. This reflects a significant institutional position in Nuveen Core Plus Impact Fund as of December 31, 2025, disclosed on an amended Schedule 13G filing.
Who are the reporting persons in this NPCT Schedule 13G/A filing?
The reporting persons are Morgan Stanley and Parametric Portfolio Associates LLC, both organized in Delaware. They jointly report beneficial ownership in Nuveen Core Plus Impact Fund, with addresses in New York and Seattle, respectively, and classify themselves as a holding company and investment adviser.
Is the NPCT stake reported as a passive investment?
Yes, the stake is certified as held in the ordinary course of business, not to influence control. The filers state the NPCT securities were not acquired and are not held for changing or influencing the issuer’s control, consistent with a passive Schedule 13G classification.
As of what date are Morgan Stanley’s and Parametric’s NPCT holdings measured?
The reported NPCT holdings are measured as of December 31, 2025. On that date, they beneficially owned 2,290,571 common shares of beneficial interest, representing 8.0% of Nuveen Core Plus Impact Fund’s outstanding class, according to the Schedule 13G/A filing.
What type of filing did NPCT receive regarding this ownership disclosure?
The ownership disclosure is made on an amended Schedule 13G (Amendment No. 3). This form is used to report passive beneficial ownership of more than 5% of a registered class of securities, in this case Nuveen Core Plus Impact Fund common shares.