Position in ALX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,460,468
+$1,159,057 QoQ
Shares Held
5,300
+283.2% QoQ
Ownership
0.104%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#40
of 153 holders
Holding Since
Dec 2025
2 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, 2026HSBC HOLDINGS PLC holds $1,107,689,404 across 23 REIT - Retail names. ALX ranks #22 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
5,147,719 | $318,952,665 | |
| 2 | SPG |
Simon Property Group Inc.
|
1,393,927 | $311,751,770 | |
| 3 | REG |
Regency Centers Corp
|
1,354,984 | $108,046,421 | |
| 4 | KIM |
Kimco Realty Corp
|
3,708,685 | $94,015,161 | |
| 5 | BRX |
Brixmor Property Group Inc.
|
1,402,911 | $44,233,782 | |
| 6 | FRT |
Federal Realty Investment Trust
|
281,858 | $34,792,550 | |
| 7 | NNN |
Nnn REIT, Inc.
|
689,173 | $32,067,218 | |
| 8 | EPRT |
Essential Properties Realty Trust, Inc.
|
903,410 | $26,966,786 |
All Filings in ALX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,460,468 | 5,300 | Shares | Defined | 2026-08-14 | |
| 2025-12-31 | $301,411 | 1,383 | Shares | Defined | 2026-03-06 | |
| No filing history on record for this holder in this stock. | ||||||