Beverly Hills Private Wealth
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Beverly Hills Private Wealth’s Alexander's ALX Stock Holding History

Beverly Hills Private Wealth’s Portfolio ALX Stock Details ALX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.2M Sell
25,157
-756
-3% -$201K 1.07% 26
2026
Q2 		$7.14M Buy
25,913
+2,205
+9% +$551K 1.36% 18
2026
Q1 		$5.6M Buy
23,708
+2,470
+12% +$588K 0.93% 28
2025
Q4 		$4.63M Buy
21,238
+952
+5% +$212K 0.79% 31
2025
Q3 		$4.76M Buy
20,286
+2,332
+13% +$548K 0.84% 23
2025
Q2 		$4.05M Buy
17,954
+11,322
+171% +$2.44M 0.76% 29
2025
Q1 		$1.39M Buy
+6,632
New +$1.34M 0.27% 95

Other funds holding ALX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Beverly Hills Private Wealth's ALX Position: Q3 2026 in Review

Beverly Hills Private Wealth reduced its Alexander's (ALX) stake by 2.9% in Q3 2026, selling an estimated $201K and leaving 25,157 shares worth $6.2M. The position accounts for 1.07% of the portfolio, ranked #26.

Beverly Hills Private Wealth first reported a position in ALX in Q1 2025 and has held it in 7 quarters since. The position peaked at $7.14M in Q2 2026. 115 funds tracked by Wall St. Rank hold ALX as of Q3 2026.

  • Beverly Hills Private Wealth held 25,157 shares of Alexander's worth $6.2M as of Q3 2026.
  • Beverly Hills Private Wealth sold 756 Alexander's shares in Q3 2026, an estimated $201K.
  • Alexander's made up 1.07% of Beverly Hills Private Wealth's portfolio in Q3 2026, its #26 holding.
  • Beverly Hills Private Wealth first reported a position in Alexander's in Q1 2025 and has held it in 7 quarters since.
  • Beverly Hills Private Wealth's Alexander's position peaked at $7.14M in Q2 2026.
  • 115 funds tracked by Wall St. Rank held Alexander's as of Q3 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.