Position in ALX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$75,503
+$10,785 QoQ
Shares Held
274
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#109
of 153 holders
Holding Since
Mar 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ALX Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026SIGNATUREFD, LLC holds $7,225,037 across 25 REIT - Retail names. ALX ranks #14 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
32,110 | $1,989,535 | |
| 2 | SPG |
Simon Property Group Inc.
|
6,640 | $1,485,036 | |
| 3 | ADC |
Agree Realty Corp
|
12,982 | $983,256 | |
| 4 | NNN |
Nnn REIT, Inc.
|
10,462 | $486,796 | |
| 5 | KRG |
Kite Realty Group Trust
|
13,941 | $395,645 | |
| 6 | KIM |
Kimco Realty Corp
|
12,952 | $328,333 | |
| 7 | REG |
Regency Centers Corp
|
3,892 | $310,348 | |
| 8 | FCPT |
Four Corners Property Trust, Inc.
|
9,167 | $225,049 |
All Filings in ALX
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $75,503 | 274 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $64,718 | 274 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $59,715 | 274 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $63,312 | 270 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $60,836 | 270 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $41,204 | 197 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $43,212 | 216 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $64,467 | 266 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $60,037 | 267 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $58,844 | 271 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $57,877 | 271 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $67,425 | 370 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $57,915 | 315 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $22,087 | 114 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $48,413 | 220 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $1,253 | 6 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $3,110 | 14 | Shares | Sole | 2022-08-10 | |
| 2021-09-30 | $6,254 | 24 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $6,162 | 23 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $554 | 2 | Shares | Sole | 2021-04-30 | |
| No filing history on record for this holder in this stock. | ||||||