Transamerica Financial Advisors, LLC
Position in PINE — Alpine Income Property Trust, Inc.
CIK 1502149
CEDAR RAPIDS, IA
Position in PINE
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$913
+$121 QoQ
Shares Held
44
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#136
of 145 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PINE Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Transamerica Financial Advisors, LLC holds $215,171 across 12 REIT - Retail names. PINE ranks #7 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NNN |
Nnn REIT, Inc.
|
2,349 | $109,298 | |
| 2 | ADC |
Agree Realty Corp
|
588 | $44,535 | |
| 3 | O |
Realty Income Corp
|
501 | $31,041 | |
| 4 | SPG |
Simon Property Group Inc.
|
103 | $23,035 | |
| 5 | KIM |
Kimco Realty Corp
|
138 | $3,498 | |
| 6 | REG |
Regency Centers Corp
|
19 | $1,515 | |
| 7 | PINE |
Alpine Income Property Trust, Inc.
This page
|
44 | $913 | |
| 8 | GTY |
Getty Realty Corp /Md/
|
19 | $633 |
All Filings in PINE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $913 | 44 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $792 | 44 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $735 | 44 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||