Position in ALX
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$5,786
+$826 QoQ
Shares Held
21
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#130
of 153 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ALX Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026MassMutual Private Wealth & Trust, FSB holds $1,739,713 across 25 REIT - Retail names. ALX ranks #18 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
17,381 | $1,076,926 | |
| 2 | SPG |
Simon Property Group Inc.
|
1,456 | $325,634 | |
| 3 | ADC |
Agree Realty Corp
|
831 | $62,939 | |
| 4 | FRT |
Federal Realty Investment Trust
|
370 | $45,672 | |
| 5 | BRX |
Brixmor Property Group Inc.
|
1,140 | $35,944 | |
| 6 | EPRT |
Essential Properties Realty Trust, Inc.
|
908 | $27,103 | |
| 7 | NNN |
Nnn REIT, Inc.
|
490 | $22,799 | |
| 8 | WSR |
Whitestone REIT
|
1,114 | $21,121 |
All Filings in ALX
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,786 | 21 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $4,960 | 21 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $4,576 | 21 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $4,924 | 21 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $5,182 | 23 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $4,392 | 21 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $2,800 | 14 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $3,393 | 14 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $3,148 | 14 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $3,039 | 14 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $2,989 | 14 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $4,920 | 27 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $4,964 | 27 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $0 | 0 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $1 | 3 | Shares | Sole | 2023-01-06 | |
| No filing history on record for this holder in this stock. | ||||||