Position in ALX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,458,842
+$776,652 QoQ
Shares Held
19,810
-0.1% QoQ
Ownership
0.388%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#23
of 153 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in ALX Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026JPMORGAN CHASE & CO holds $3,189,718,397 across 26 REIT - Retail names. ALX ranks #22 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
4,276,720 | $956,488,418 | |
| 2 | REG |
Regency Centers Corp
|
6,158,434 | $491,073,520 | |
| 3 | O |
Realty Income Corp
|
6,221,941 | $385,511,455 | |
| 4 | KIM |
Kimco Realty Corp
|
13,946,695 | $353,548,712 | |
| 5 | FRT |
Federal Realty Investment Trust
|
1,520,856 | $187,734,459 | |
| 6 | NNN |
Nnn REIT, Inc.
|
2,414,562 | $112,349,568 | |
| 7 | KRG |
Kite Realty Group Trust
|
3,657,831 | $103,809,238 | |
| 8 | BRX |
Brixmor Property Group Inc.
|
3,259,724 | $102,779,094 |
All Filings in ALX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,458,842 | 19,810 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $4,682,190 | 19,823 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $6,121,930 | 28,090 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $4,509,239 | 19,230 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $3,089,359 | 13,711 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $2,902,927 | 13,879 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $16,499,145 | 82,471 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $22,237,254 | 91,753 | Shares | Other | 2024-12-26 | |
| 2024-06-30 | $21,634,902 | 96,215 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $21,706,398 | 99,965 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $21,749,112 | 101,836 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $18,309,010 | 100,472 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $17,730,169 | 96,433 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $18,465,147 | 95,304 | Shares | Other | 2023-05-18 | |
| 2022-12-31 | $22,109,207 | 100,469 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $20,788,174 | 99,484 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $21,686,813 | 97,618 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $23,711,266 | 92,539 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $24,821,165 | 95,356 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $21,629,373 | 82,992 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $3,072,044 | 11,465 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $3,629,301 | 13,088 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $2,917,999 | 10,521 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $3,396,295 | 13,850 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $3,575,195 | 14,841 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $1,909,297 | 6,919 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||