Position in ALX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,928
+$275 QoQ
Shares Held
7
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#144
of 153 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ALX Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Essential Partners LLC holds $1,111,682 across 25 REIT - Retail names. ALX ranks #18 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NNN |
Nnn REIT, Inc.
|
9,518 | $442,872 | |
| 2 | FRT |
Federal Realty Investment Trust
|
2,984 | $368,344 | |
| 3 | REG |
Regency Centers Corp
|
992 | $79,102 | |
| 4 | KIM |
Kimco Realty Corp
|
1,984 | $50,294 | |
| 5 | SPG |
Simon Property Group Inc.
|
161 | $36,007 | |
| 6 | O |
Realty Income Corp
|
473 | $29,307 | |
| 7 | KRG |
Kite Realty Group Trust
|
703 | $19,951 | |
| 8 | CBL |
Cbl & Associates Properties Inc
|
302 | $16,033 |
All Filings in ALX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,928 | 7 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,653 | 7 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $3,704 | 17 | Shares | Sole | 2026-05-21 | |
| 2025-09-30 | $6,331 | 27 | Shares | Sole | 2026-05-21 | |
| 2025-06-30 | $2,703 | 12 | Shares | Sole | 2026-05-21 | |
| No filing history on record for this holder in this stock. | ||||||