Beverly Hills Private Wealth, LLC ALX — ALEXANDERS INC

Ownership history in Beverly Hills Private Wealth, LLC  ·  5 quarters on record

AI Ownership Summary

Beverly Hills Private Wealth, LLC reported ALEXANDERS INC (ALX) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.93% in 2026 Q1. The latest visible filing shows ALX at 0.93% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ALX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Beverly Hills Private Wealth, LLC's position in ALEXANDERS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ALX was reported at 0.93% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.93% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ALX stock page Beverly Hills Private Wealth, LLC fund profile Beverly Hills Private Wealth, LLC full holdings
How Beverly Hills Private Wealth, LLC held ALX — position size vs. price
% of Fund (quarterly)    ALX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 23,708 +3,422 +16.9% 0.93% $5.6M 2026-05-04 $239.36
2025 Q4 UNCHANGED — — — 20,286 — 0% 0.84% $4.8M 2026-02-04 $242.91
2025 Q3 ADDED — — — 20,286 +2,332 +13.0% 0.84% $4.8M 2025-11-10 $214.39
2025 Q2 ADDED — — — 17,954 +11,322 +170.7% 0.76% $4.0M 2025-07-29 $239.09
2025 Q1 INITIATED — — — 6,632 — — 0.27% $1.4M 2025-04-30 $186.91

🏢 Other funds also holding ALX

As of 2026 Q1 — sorted by position size

Bulldog Investors, LLP 3Y 7Y 1.49% Marnell Management LLC 1.3% SOUTHEASTERN ASSET MANAGEMENT INC/TN/ 3Y 7Y 1.15% DENALI ADVISORS LLC 3Y 7Y 0.6% Avise Financial Cooperative, Inc. 0.36% HUSSMAN STRATEGIC ADVISORS, INC. 3Y 7Y 0.32% PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 3Y 7Y 0.28% Militia Capital Management LLC 0.11% May Hill Capital, LLC 0.1% O'Brien Greene & Co. Inc 3Y 7Y 0.07%

FAQ About Beverly Hills Private Wealth, LLC and ALX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Beverly Hills Private Wealth, LLC reported owning ALX?

Beverly Hills Private Wealth, LLC reported ALX across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported ALX position in Beverly Hills Private Wealth, LLC's portfolio?

The largest reported portfolio weight for ALX was 0.93% in 2026 Q1.

What is the latest reported ALX position on this page?

The most recent filing on this page is 2026 Q1, when Beverly Hills Private Wealth, LLC reported 23,708 shares, equal to 0.93% of portfolio, with an estimated market value of $5.6M.

What does the chart on this ALX ownership page compare?

The chart compares Beverly Hills Private Wealth, LLC's quarterly ALX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Beverly Hills Private Wealth, LLC time their ALX position?

Based on 13F filing dates vs. subsequent ALX price moves, Beverly Hills Private Wealth, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on ALX relative to SPY over the holding period was -2.2%.

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