JEPPSON WEALTH MANAGEMENT, LLC
Position in PINE — Alpine Income Property Trust, Inc.
CIK 1831263
MANHATTAN BEACH, CA
Position in PINE
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$283,158
+$26,657 QoQ
Shares Held
15,731
+2.5% QoQ
Ownership
0.095%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
6 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, 2026JEPPSON WEALTH MANAGEMENT, LLC holds $5,395,387 across 7 REIT - Retail names. PINE ranks #6 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
10,164 | $1,895,890 | |
| 2 | NNN |
Nnn REIT, Inc.
|
25,007 | $1,051,044 | |
| 3 | O |
Realty Income Corp
|
13,048 | $798,276 | |
| 4 | FRT |
Federal Realty Investment Trust
|
6,708 | $712,456 | |
| 5 | KIM |
Kimco Realty Corp
|
16,730 | $375,923 | |
| 6 | PINE |
Alpine Income Property Trust, Inc.
This page
|
15,731 | $283,158 | |
| 7 | BRX |
Brixmor Property Group Inc.
|
9,675 | $278,640 |
All Filings in PINE
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $283,158 | 15,731 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $256,501 | 15,341 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $200,037 | 14,117 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $151,615 | 10,307 | Shares | Sole | 2025-07-15 | |
| 2022-12-31 | $250,711 | 13,140 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $196,343 | 12,105 | Shares | Sole | 2022-10-20 | |
| No filing history on record for this holder in this stock. | ||||||