As of the latest SEC filings, ALEXANDERS INC (ALX) is held by 167 institutional funds. The largest fund shareholder is Longleaf Partners Small Cap Fund (LLSCX), holding an estimated $23,350,968.20 in market value, representing 3.36% of its portfolio.
Funds holding ALEXANDERS INC (ALX)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- ALX
- CIK:
- 0000003499
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
LLSCX
Longleaf Partners Small Cap Fund
|
MF | Independent / Boutique | 3.36% | $23,350,968.20 | 98,861 | Mar 31, 2026 | May 29, 2026 |
|
VGSLX
VANGUARD REAL ESTATE INDEX FUND
|
ETF | Vanguard | 0.03% | $21,479,338.04 | 85,249 | Apr 30, 2026 | Jun 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $15,585,184.60 | 65,983 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.02% | $12,692,915.60 | 53,738 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.01% | $11,075,418.00 | 46,890 | Mar 31, 2026 | May 28, 2026 |
|
-
JNL/First Sentier Global Infrastructure Fund
|
ETF | Independent / Boutique | 1.57% | $7,500,635.95 | 2,522,180 | Mar 31, 2026 | May 28, 2026 |
|
SWZ
Total Return Securities Fund
|
CEF | Independent / Boutique | 7.15% | $6,613,600.00 | 28,000 | Mar 31, 2026 | Jun 1, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $5,760,209.40 | 24,387 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.02% | $5,537,828.84 | 21,979 | Apr 30, 2026 | Jun 26, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.03% | $4,200,580.80 | 17,784 | Mar 31, 2026 | May 28, 2026 |
|
VRTPX
VANGUARD REAL ESTATE II INDEX FUND
|
MF | Vanguard | 0.04% | $3,820,721.44 | 15,164 | Apr 30, 2026 | Jun 26, 2026 |
|
SMLF
iShares U.S. Small-Cap Equity Factor ETF
|
ETF | BlackRock / iShares | 0.10% | $3,802,832.28 | 15,093 | Apr 30, 2026 | Jun 26, 2026 |
|
OWSMX
Old Westbury Small & Mid Cap Strategies Fund
|
MF | Independent / Boutique | 0.04% | $3,613,106.40 | 14,340 | Apr 30, 2026 | Jun 26, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.01% | $3,541,346.60 | 14,993 | Mar 31, 2026 | May 28, 2026 |
|
SCHH
Schwab U.S. REIT ETF
|
ETF | Charles Schwab | 0.04% | $3,493,491.80 | 14,890 | Feb 28, 2026 | Apr 24, 2026 |
|
DFREX
DFA REAL ESTATE SECURITIES PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.04% | $3,079,707.08 | 12,223 | Apr 30, 2026 | Jun 24, 2026 |
|
VISGX
VANGUARD SMALL-CAP GROWTH INDEX FUND
|
ETF | Vanguard | 0.01% | $3,075,560.20 | 13,021 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.01% | $2,749,981.02 | 11,721 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.02% | $2,509,260.90 | 10,695 | Feb 28, 2026 | Apr 28, 2026 |
|
FYC
First Trust Small Cap Growth AlphaDEX Fund
|
ETF | First Trust | 0.24% | $2,491,884.40 | 9,890 | Apr 30, 2026 | Jun 23, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.01% | $2,443,098.06 | 10,413 | Feb 28, 2026 | Apr 24, 2026 |
|
DFGEX
DFA Global Real Estate Securities Portfolio
|
MF | Dimensional Fund Advisors | 0.03% | $2,246,475.36 | 8,916 | Apr 30, 2026 | Jun 24, 2026 |
|
USRT
iShares Core U.S. REIT ETF
|
ETF | BlackRock / iShares | 0.05% | $1,758,176.88 | 6,978 | Apr 30, 2026 | Jun 24, 2026 |
|
RGIVX
ClearBridge Global Infrastructure Income Fund
|
MF | Franklin Templeton | 0.95% | $1,554,929.73 | 524,320 | Mar 31, 2026 | May 21, 2026 |
|
HSGFX
HUSSMAN STRATEGIC MARKET CYCLE FUND
|
MF | Independent / Boutique | 0.36% | $1,417,200.00 | 6,000 | Mar 31, 2026 | May 29, 2026 |
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