Position in ALX
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$12,675
+$865 QoQ
Shares Held
46
-8.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#125
of 153 holders
Holding Since
Dec 2022
15 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, 2026Farther Finance Advisors, LLC holds $8,966,428 across 26 REIT - Retail names. ALX ranks #21 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
44,912 | $2,782,747 | |
| 2 | SPG |
Simon Property Group Inc.
|
10,056 | $2,249,024 | |
| 3 | NNN |
Nnn REIT, Inc.
|
23,646 | $1,100,248 | |
| 4 | ADC |
Agree Realty Corp
|
6,420 | $486,250 | |
| 5 | CBL |
Cbl & Associates Properties Inc
|
7,783 | $413,199 | |
| 6 | FRT |
Federal Realty Investment Trust
|
3,049 | $376,368 | |
| 7 | KIM |
Kimco Realty Corp
|
12,055 | $305,594 | |
| 8 | IVT |
InvenTrust Properties Corp.
|
8,262 | $292,474 |
All Filings in ALX
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,675 | 46 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $11,810 | 50 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $9,807 | 45 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,813 | 12 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $2,253 | 10 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $2,719 | 13 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $600 | 3 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $727 | 3 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $674 | 3 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $651 | 3 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $640 | 3 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,275 | 7 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,287 | 7 | Shares | Sole | 2024-05-14 | |
| 2023-03-31 | $1,356 | 7 | Shares | Sole | 2024-05-14 | |
| 2022-12-31 | $1,540 | 7 | Shares | Sole | 2023-09-12 | |
| No filing history on record for this holder in this stock. | ||||||