Position in ALX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,960
+$2,598 QoQ
Shares Held
18
+80.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#131
of 153 holders
Holding Since
Sep 2022
14 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, 2026Allworth Financial LP holds $26,118,664 across 25 REIT - Retail names. ALX ranks #24 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
280,847 | $17,401,280 | |
| 2 | SPG |
Simon Property Group Inc.
|
18,256 | $4,082,954 | |
| 3 | NNN |
Nnn REIT, Inc.
|
18,340 | $853,360 | |
| 4 | REG |
Regency Centers Corp
|
9,652 | $769,650 | |
| 5 | FRT |
Federal Realty Investment Trust
|
5,554 | $685,585 | |
| 6 | GTY |
Getty Realty Corp /Md/
|
20,308 | $677,474 | |
| 7 | KRG |
Kite Realty Group Trust
|
17,363 | $492,761 | |
| 8 | IVT |
InvenTrust Properties Corp.
|
9,368 | $331,627 |
All Filings in ALX
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,960 | 18 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,362 | 10 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $871 | 4 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,048 | 13 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $3,830 | 17 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,928 | 14 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,400 | 12 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $3,635 | 15 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $3,372 | 15 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,085 | 5 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $854 | 4 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,275 | 7 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $2,390 | 13 | Shares | Sole | 2023-07-18 | |
| 2022-09-30 | $11,492 | 55 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||