Creative Planning
ALX

Creative Planning’s Alexander's ALX Stock Holding History

Creative Planning’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
Q1 		$244K Sell
1,034
-62
-6% -$14.8K ﹤0.01% 3592
2025
Q4 		$239K Sell
1,096
-164
-13% -$36.6K ﹤0.01% 3413
2025
Q3 		$296K Buy
1,260
+59
+5% +$13.9K ﹤0.01% 3158
2025
Q2 		$271K Buy
1,201
+177
+17% +$38.1K ﹤0.01% 2991
2025
Q1 		$214K Sell
1,024
-54
-5% -$10.9K ﹤0.01% 3007
2024
Q4 		$216K Buy
1,078
+176
+20% +$38.9K ﹤0.01% 2922
2024
Q3 		$219K Buy
902
+9
+1% +$2.08K ﹤0.01% 2761
2024
Q2 		$201K Buy
+893
New +$192K ﹤0.01% 2670

Other funds holding ALX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning's ALX Position: Q1 2026 in Review

Creative Planning reduced its Alexander's (ALX) stake by 5.7% in Q1 2026, selling an estimated $14.8K and leaving 1,034 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #3592.

Creative Planning first reported a position in ALX in Q2 2024 and has held it in 8 quarters since. The position peaked at $296K in Q3 2025. 150 funds tracked by Wall St. Rank hold ALX as of Q1 2026.

  • Creative Planning held 1,034 shares of Alexander's worth $244K as of Q1 2026.
  • Creative Planning sold 62 Alexander's shares in Q1 2026, an estimated $14.8K.
  • Alexander's made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3592 holding.
  • Creative Planning first reported a position in Alexander's in Q2 2024 and has held it in 8 quarters since.
  • Creative Planning's Alexander's position peaked at $296K in Q3 2025.
  • 150 funds tracked by Wall St. Rank held Alexander's as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.