Position in ALX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$16,807
+$6,416 QoQ
Shares Held
61
+38.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#123
of 153 holders
Holding Since
Jun 2023
13 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, 2026EverSource Wealth Advisors, LLC holds $2,440,305 across 26 REIT - Retail names. ALX ranks #17 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
2,505 | $560,238 | |
| 2 | O |
Realty Income Corp
|
6,528 | $404,471 | |
| 3 | NNN |
Nnn REIT, Inc.
|
8,455 | $393,406 | |
| 4 | FRT |
Federal Realty Investment Trust
|
2,623 | $323,779 | |
| 5 | KIM |
Kimco Realty Corp
|
4,800 | $121,676 | |
| 6 | IVT |
InvenTrust Properties Corp.
|
2,587 | $91,577 | |
| 7 | PECO |
Phillips Edison & Company, Inc.
|
1,802 | $74,997 | |
| 8 | BRX |
Brixmor Property Group Inc.
|
2,238 | $70,561 |
All Filings in ALX
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,807 | 61 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $10,391 | 44 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $10,241 | 47 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $18,289 | 78 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $26,136 | 116 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,346 | 16 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,000 | 15 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,393 | 14 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,148 | 14 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,039 | 14 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $2,989 | 14 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $5,284 | 29 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $5,331 | 29 | Shares | Sole | 2023-08-04 | |
| No filing history on record for this holder in this stock. | ||||||