Physician Wealth Advisors, Inc.
Position in PINE — Alpine Income Property Trust, Inc.
CIK 1795173
MIDVALE, UT
Position in PINE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$5,190
+$1,140 QoQ
Shares Held
250
+11.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#126
of 146 holders
Holding Since
Jun 2025
4 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, 2026Physician Wealth Advisors, Inc. holds $203,804 across 19 REIT - Retail names. PINE ranks #8 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KIM |
Kimco Realty Corp
|
2,845 | $72,120 | |
| 2 | O |
Realty Income Corp
|
783 | $48,514 | |
| 3 | SPG |
Simon Property Group Inc.
|
114 | $25,496 | |
| 4 | ADC |
Agree Realty Corp
|
199 | $15,072 | |
| 5 | NNN |
Nnn REIT, Inc.
|
164 | $7,630 | |
| 6 | FRT |
Federal Realty Investment Trust
|
55 | $6,789 | |
| 7 | BRX |
Brixmor Property Group Inc.
|
175 | $5,517 | |
| 8 | PINE |
Alpine Income Property Trust, Inc.
This page
|
250 | $5,190 |
All Filings in PINE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,190 | 250 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $4,050 | 225 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $3,762 | 225 | Shares | Sole | 2026-01-29 | |
| 2025-06-30 | $2,485 | 169 | Shares | Sole | 2025-07-14 | |
| No filing history on record for this holder in this stock. | ||||||