Position in ALX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$546,986
+$106,473 QoQ
Shares Held
1,985
+6.4% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
1.49%
of 13F equity value
Holder Rank
#66
of 153 holders
Holding Since
Dec 2025
3 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, 2026Avise Financial Cooperative, Inc. holds $1,370,624 across 2 REIT - Retail names. ALX ranks #2 (39.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBL |
Cbl & Associates Properties Inc
|
15,514 | $823,638 | |
| 2 | ALX |
Alexanders Inc
This page
|
1,985 | $546,986 |
All Filings in ALX
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $546,986 | 1,985 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $440,513 | 1,865 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $402,971 | 1,849 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||