CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in ALX — Alexanders Inc
CIK 884546
SAN FRANCISCO, CA
Position in ALX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,374,275
-$56,246 QoQ
Shares Held
34,019
-14.8% QoQ
Ownership
0.666%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#13
of 153 holders
Holding Since
Mar 2020
26 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, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $3,987,098,533 across 26 REIT - Retail names. ALX ranks #22 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
4,525,891 | $1,012,215,521 | |
| 2 | O |
Realty Income Corp
|
13,069,240 | $809,770,110 | |
| 3 | KIM |
Kimco Realty Corp
|
11,457,411 | $290,445,368 | |
| 4 | REG |
Regency Centers Corp
|
2,843,594 | $226,748,185 | |
| 5 | BRX |
Brixmor Property Group Inc.
|
6,379,303 | $201,139,423 | |
| 6 | FRT |
Federal Realty Investment Trust
|
1,535,361 | $189,524,961 | |
| 7 | ADC |
Agree Realty Corp
|
2,196,532 | $166,365,333 | |
| 8 | MAC |
Macerich Co
|
5,783,144 | $145,677,397 |
All Filings in ALX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,374,275 | 34,019 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $9,430,521 | 39,926 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,765,110 | 40,218 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,304,597 | 31,151 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,940,170 | 17,487 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,596,087 | 17,193 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $3,485,845 | 17,424 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $5,368,031 | 22,149 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,377,976 | 23,917 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,313,703 | 19,866 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $3,496,140 | 16,370 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,029,755 | 16,626 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,940,656 | 15,994 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,086,825 | 15,932 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,471,226 | 15,774 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,261,865 | 15,610 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,323,513 | 14,960 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,958,753 | 15,450 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,924,803 | 15,078 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,878,546 | 14,882 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $3,958,157 | 14,772 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $4,040,538 | 14,571 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $6,380,159 | 23,004 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $6,787,444 | 27,679 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $6,694,370 | 27,789 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $7,221,887 | 26,171 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||