Position in ALX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$702,953
+$100,407 QoQ
Shares Held
2,551
0.0% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#57
of 153 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 57%
Shared 0%
None 43%
Common Shares in ALX Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026MARTINGALE ASSET MANAGEMENT L P holds $18,596,936 across 10 REIT - Retail names. ALX ranks #7 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PECO |
Phillips Edison & Company, Inc.
|
87,770 | $3,652,987 | |
| 2 | CBL |
Cbl & Associates Properties Inc
|
68,681 | $3,646,274 | |
| 3 | UE |
Urban Edge Properties
|
143,950 | $3,293,576 | |
| 4 | IVT |
InvenTrust Properties Corp.
|
81,695 | $2,892,003 | |
| 5 | FCPT |
Four Corners Property Trust, Inc.
|
70,600 | $1,733,230 | |
| 6 | KRG |
Kite Realty Group Trust
|
60,600 | $1,719,828 | |
| 7 | ALX |
Alexanders Inc
This page
|
2,551 | $702,953 | |
| 8 | PINE |
Alpine Income Property Trust, Inc.
|
17,021 | $353,355 |
All Filings in ALX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $702,953 | 2,551 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $602,546 | 2,551 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $555,964 | 2,551 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $598,183 | 2,551 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $574,791 | 2,551 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $533,567 | 2,551 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $510,353 | 2,551 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $657,037 | 2,711 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $609,594 | 2,711 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $588,666 | 2,711 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $578,988 | 2,711 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $495,847 | 2,721 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $500,282 | 2,721 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $527,193 | 2,721 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $598,783 | 2,721 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $570,668 | 2,731 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $540,070 | 2,431 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $597,271 | 2,331 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $559,905 | 2,151 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $586,655 | 2,251 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $214,627 | 801 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $222,117 | 801 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $222,157 | 801 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,496,332 | 6,102 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $3,158,199 | 13,110 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $3,617,980 | 13,111 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||