Heritage Wealth Advisors
Position in PINE — Alpine Income Property Trust, Inc.
CIK 1591122
RICHMOND, VA
Position in PINE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,304
New position
Shares Held
400
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#119
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, 2026Heritage Wealth Advisors holds $291,830 across 6 REIT - Retail names. PINE ranks #6 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NNN |
Nnn REIT, Inc.
|
1,900 | $88,407 | |
| 2 | O |
Realty Income Corp
|
1,083 | $67,102 | |
| 3 | EPRT |
Essential Properties Realty Trust, Inc.
|
1,750 | $52,237 | |
| 4 | IVT |
InvenTrust Properties Corp.
|
1,250 | $44,250 | |
| 5 | BRX |
Brixmor Property Group Inc.
|
1,000 | $31,530 | |
| 6 | PINE |
Alpine Income Property Trust, Inc.
This page
|
400 | $8,304 |
All Filings in PINE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,304 | 400 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||