Position in ALX
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$472
-$181 QoQ
Shares Held
2
-33.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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, 2026True Wealth Design, LLC holds $382,148 across 17 REIT - Retail names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NNN |
Nnn REIT, Inc.
|
3,471 | $161,505 | |
| 2 | FRT |
Federal Realty Investment Trust
|
748 | $92,333 | |
| 3 | SPG |
Simon Property Group Inc.
|
156 | $34,889 | |
| 4 | REG |
Regency Centers Corp
|
436 | $34,766 | |
| 5 | PECO |
Phillips Edison & Company, Inc.
|
641 | $26,678 | |
| 6 | BRX |
Brixmor Property Group Inc.
|
210 | $6,621 | |
| 7 | ADC |
Agree Realty Corp
|
80 | $6,059 | |
| 8 | O |
Realty Income Corp
|
56 | $3,469 |
All Filings in ALX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $472 | 2 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $653 | 3 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $234 | 1 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $225 | 1 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $209 | 1 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||