Position in ALX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$527,146
+$137,889 QoQ
Shares Held
1,913
+16.1% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#67
of 153 holders
Holding Since
Mar 2020
26 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, 2026Mitsubishi UFJ Asset Management Co., Ltd. holds $624,723,781 across 26 REIT - Retail names. ALX ranks #22 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
1,063,661 | $237,887,782 | |
| 2 | O |
Realty Income Corp
|
3,141,504 | $194,647,587 | |
| 3 | KIM |
Kimco Realty Corp
|
2,239,258 | $56,765,190 | |
| 4 | REG |
Regency Centers Corp
|
547,569 | $43,663,152 | |
| 5 | FRT |
Federal Realty Investment Trust
|
206,649 | $25,508,752 | |
| 6 | BRX |
Brixmor Property Group Inc.
|
262,990 | $8,292,074 | |
| 7 | ADC |
Agree Realty Corp
|
102,730 | $7,780,770 | |
| 8 | NNN |
Nnn REIT, Inc.
|
163,128 | $7,590,345 |
All Filings in ALX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $527,146 | 1,913 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $389,257 | 1,648 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $359,165 | 1,648 | Shares | Defined | 2026-02-03 | |
| 2025-09-30 | $386,439 | 1,648 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $371,327 | 1,648 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $344,695 | 1,648 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $329,698 | 1,648 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $292,043 | 1,205 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $270,956 | 1,205 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $261,653 | 1,205 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $257,351 | 1,205 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $219,587 | 1,205 | Shares | Defined | 2023-11-07 | |
| 2023-06-30 | $218,241 | 1,187 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $229,981 | 1,187 | Shares | Defined | 2023-05-08 | |
| 2022-12-31 | $261,211 | 1,187 | Shares | Defined | 2023-02-07 | |
| 2022-09-30 | $203,527 | 974 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $216,383 | 974 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $249,568 | 974 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $253,532 | 974 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $192,858 | 740 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $184,349 | 688 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $190,782 | 688 | Shares | Defined | 2021-05-06 | |
| 2020-12-31 | $190,816 | 688 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $168,711 | 688 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $131,772 | 547 | Shares | Defined | 2020-08-06 | |
| 2020-03-31 | $150,944 | 547 | Shares | Defined | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||