Position in PINE
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$310,590
+$98,531 QoQ
Shares Held
17,255
+36.0% QoQ
Ownership
0.104%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in PINE Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026LPL Financial LLC holds $321,080,979 across 20 REIT - Retail names. PINE ranks #19 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
2,452,994 | $150,074,172 | |
| 2 | SPG |
Simon Property Group Inc.
|
316,219 | $58,984,330 | |
| 3 | KIM |
Kimco Realty Corp
|
1,422,334 | $31,959,844 | |
| 4 | PECO |
Phillips Edison & Company, Inc.
|
345,513 | $12,929,096 | |
| 5 | NNN |
Nnn REIT, Inc.
|
231,055 | $9,711,241 | |
| 6 | MAC |
Macerich Co
|
499,358 | $9,437,866 | |
| 7 | FRT |
Federal Realty Investment Trust
|
77,534 | $8,234,886 | |
| 8 | REG |
Regency Centers Corp
|
107,237 | $8,113,551 |
All Filings in PINE
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $310,590 | 17,255 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $212,059 | 12,683 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $146,730 | 10,355 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $512,246 | 34,823 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $566,155 | 33,861 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $531,185 | 31,637 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $608,298 | 33,423 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $535,419 | 34,410 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $525,616 | 34,399 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $471,586 | 27,888 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $472,460 | 28,879 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $408,606 | 25,145 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $377,311 | 22,419 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $383,660 | 20,108 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $286,883 | 17,687 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $316,520 | 17,663 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $335,448 | 17,843 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $310,459 | 15,492 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $237,211 | 12,913 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $241,592 | 12,702 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $185,630 | 10,693 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||