OSAIC HOLDINGS, INC.
Position in PINE — Alpine Income Property Trust, Inc.
CIK 1677044
SCOTTSDALE, AZ
Position in PINE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$275,112
+$57,736 QoQ
Shares Held
15,284
+17.6% QoQ
Ownership
0.092%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
18 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, 2026OSAIC HOLDINGS, INC. holds $60,023,957 across 27 REIT - Retail names. PINE ranks #14 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
469,767 | $28,740,343 | |
| 2 | SPG |
Simon Property Group Inc.
|
57,834 | $10,787,774 | |
| 3 | PECO |
Phillips Edison & Company, Inc.
|
206,601 | $7,731,008 | |
| 4 | NNN |
Nnn REIT, Inc.
|
61,294 | $2,576,186 | |
| 5 | IVT |
InvenTrust Properties Corp.
|
60,309 | $1,837,011 | |
| 6 | SKT |
Tanger Inc.
|
50,803 | $1,726,285 | |
| 7 | FRT |
Federal Realty Investment Trust
|
11,930 | $1,267,085 | |
| 8 | KRG |
Kite Realty Group Trust
|
48,979 | $1,202,433 |
All Filings in PINE
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $275,112 | 15,284 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $217,376 | 13,001 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $5,143 | 363 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $5,339 | 363 | Shares | Defined | 2025-09-04 | |
| 2024-06-30 | $1,587 | 102 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $32,088 | 2,100 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $65,949 | 3,900 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $65,440 | 4,000 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $231,318 | 14,235 | Shares | Defined | 2023-08-21 | |
| 2023-03-31 | $268,724 | 15,967 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $318,864 | 16,712 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $419,870 | 25,886 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $735,472 | 41,042 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $753,597 | 40,085 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $331,080 | 16,521 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $127,230 | 6,926 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $80,834 | 4,250 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $5,902 | 340 | Shares | Defined | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||