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Creative Planning ALX Position History
Alexander's, Inc. • Real Estate
Quarters held
5
Latest value
$309K
Q3 2026
Peak value
$309K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $296K |
| Q4 2025 | $239K |
| Q1 2026 | $244K |
| Q2 2026 | $280K |
| Q3 2026 | $309K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $309K | 1.3K | — | — |
| Q2 2026 | $280K | 1.0K | — | — |
| Q1 2026 | $244K | 1.0K | — | — |
| Q4 2025 | $239K | 1.1K | — | — |
| Q3 2025 | $296K | 1.3K | — | — |
Other funds holding ALX
$73.2M
$68.7M
$68.4M
$67.9M
$64.2M
$64.1M
$39.9M