Position in ALX
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$117,155
-$32,569 QoQ
Shares Held
496
-27.8% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in ALX Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026CWM, LLC holds $33,048,517 across 26 REIT - Retail names. ALX ranks #16 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NNN |
Nnn REIT, Inc.
|
194,402 | $8,170,716 | |
| 2 | O |
Realty Income Corp
|
132,521 | $8,107,634 | |
| 3 | FRT |
Federal Realty Investment Trust
|
68,387 | $7,263,383 | |
| 4 | SPG |
Simon Property Group Inc.
|
22,262 | $4,152,530 | |
| 5 | PECO |
Phillips Edison & Company, Inc.
|
26,631 | $996,532 | |
| 6 | REG |
Regency Centers Corp
|
8,860 | $670,347 | |
| 7 | GTY |
Getty Realty Corp /Md/
|
17,160 | $545,688 | |
| 8 | CBL |
Cbl & Associates Properties Inc
|
13,495 | $518,612 |
All Filings in ALX
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $117,155 | 496 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $149,724 | 687 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $219,013 | 934 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $101,394 | 450 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $25,099 | 120 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $20,606 | 103 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $33,688 | 139 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $30,805 | 137 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $27,359 | 126 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $26,909 | 126 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $23,872 | 131 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $24,085 | 131 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $7,168 | 37 | Shares | Sole | 2023-05-01 | |
| No filing history on record for this holder in this stock. | ||||||