Position in ALX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$45,019,060
+$6,244,943 QoQ
Shares Held
163,373
-0.5% QoQ
Ownership
3.20%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#3
of 153 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in ALX Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026MORGAN STANLEY holds $3,717,580,031 across 27 REIT - Retail names. ALX ranks #14 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
5,566,600 | $1,244,970,081 | |
| 2 | O |
Realty Income Corp
|
14,440,511 | $894,734,055 | |
| 3 | REG |
Regency Centers Corp
|
2,431,334 | $193,874,567 | |
| 4 | NNN |
Nnn REIT, Inc.
|
3,810,780 | $177,315,587 | |
| 5 | KIM |
Kimco Realty Corp
|
6,806,958 | $172,556,378 | |
| 6 | EPRT |
Essential Properties Realty Trust, Inc.
|
4,535,556 | $135,386,337 | |
| 7 | MAC |
Macerich Co
|
5,196,073 | $130,889,074 | |
| 8 | ADC |
Agree Realty Corp
|
1,525,277 | $115,524,472 |
All Filings in ALX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,019,060 | 163,373 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $38,774,117 | 164,158 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $36,938,865 | 169,491 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $5,607,590 | 23,914 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $5,590,412 | 24,811 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $4,268,326 | 20,407 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $4,192,856 | 20,958 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $5,693,274 | 23,491 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $4,629,188 | 20,587 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $4,454,624 | 20,515 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $4,676,112 | 21,895 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $3,712,752 | 20,374 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $3,772,435 | 20,518 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,977,991 | 10,209 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,990,000 | 9,043 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,141,336 | 5,462 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,380,054 | 6,212 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $407,915 | 1,592 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $920,417 | 3,536 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $268,956 | 1,032 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $166,126 | 620 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $61,005 | 220 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $477,319 | 1,721 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $83,374 | 340 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $194,887 | 809 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $99,616 | 361 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||