Institute for Wealth Management, LLC.
Position in PINE — Alpine Income Property Trust, Inc.
CIK 1533954
DENVER, CO
Position in PINE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$5,190
New position
Shares Held
250
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#126
of 145 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $221,117 across 8 REIT - Retail names. PINE ranks #7 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
1,910 | $118,343 | |
| 2 | GTY |
Getty Realty Corp /Md/
|
1,179 | $39,331 | |
| 3 | NNN |
Nnn REIT, Inc.
|
411 | $19,123 | |
| 4 | KIM |
Kimco Realty Corp
|
594 | $15,057 | |
| 5 | SPG |
Simon Property Group Inc.
|
60 | $13,419 | |
| 6 | ADC |
Agree Realty Corp
|
87 | $6,589 | |
| 7 | PINE |
Alpine Income Property Trust, Inc.
This page
|
250 | $5,190 | |
| 8 | SKT |
Tanger Inc.
|
103 | $4,065 |
All Filings in PINE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,190 | 250 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||