Position in ALX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,102
+$158 QoQ
Shares Held
4
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#146
of 153 holders
Holding Since
Dec 2023
11 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, 2026Private Wealth Management Group, LLC holds $83,161 across 11 REIT - Retail names. ALX ranks #9 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
770 | $47,709 | |
| 2 | SPG |
Simon Property Group Inc.
|
69 | $15,431 | |
| 3 | KIM |
Kimco Realty Corp
|
272 | $6,895 | |
| 4 | MAC |
Macerich Co
|
178 | $4,483 | |
| 5 | CURB |
Curbline Properties Corp.
|
69 | $2,097 | |
| 6 | ADC |
Agree Realty Corp
|
22 | $1,666 | |
| 7 | NNN |
Nnn REIT, Inc.
|
32 | $1,488 | |
| 8 | REG |
Regency Centers Corp
|
15 | $1,196 |
All Filings in ALX
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,102 | 4 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $944 | 4 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $871 | 4 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $937 | 4 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $901 | 4 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $836 | 4 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $800 | 4 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $969 | 4 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $899 | 4 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $868 | 4 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $854 | 4 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||