Position in ALX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$7,140,585
+$1,540,756 QoQ
Shares Held
25,913
+9.3% QoQ
Ownership
0.507%
of shares outstanding
% of Portfolio
1.68%
of 13F equity value
Holder Rank
#19
of 153 holders
Holding Since
Mar 2025
6 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, 2026Beverly Hills Private Wealth, LLC holds $15,216,847 across 2 REIT - Retail names. ALX ranks #2 (46.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBL |
Cbl & Associates Properties Inc
|
152,124 | $8,076,262 | |
| 2 | ALX |
Alexanders Inc
This page
|
25,913 | $7,140,585 |
All Filings in ALX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,140,585 | 25,913 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $5,599,829 | 23,708 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $4,628,609 | 21,238 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,756,864 | 20,286 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,045,394 | 17,954 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $1,387,148 | 6,632 | Shares | Defined | 2025-04-30 | |
| No filing history on record for this holder in this stock. | ||||||