JEPPSON WEALTH MANAGEMENT, LLC
Position in PINE — Alpine Income Property Trust, Inc.
CIK 1831263
MANHATTAN BEACH, CA
Position in PINE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$326,575
+$43,417 QoQ
Shares Held
15,731
0.0% QoQ
Ownership
0.089%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#74
of 146 holders
Holding Since
Sep 2022
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PINE Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026JEPPSON WEALTH MANAGEMENT, LLC holds $6,272,777 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.
|
10,153 | $2,270,718 | |
| 2 | NNN |
Nnn REIT, Inc.
|
24,902 | $1,158,690 | |
| 3 | O |
Realty Income Corp
|
15,512 | $961,123 | |
| 4 | FRT |
Federal Realty Investment Trust
|
6,708 | $828,035 | |
| 5 | KIM |
Kimco Realty Corp
|
16,670 | $422,584 | |
| 6 | PINE |
Alpine Income Property Trust, Inc.
This page
|
15,731 | $326,575 | |
| 7 | BRX |
Brixmor Property Group Inc.
|
9,675 | $305,052 |
All Filings in PINE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $326,575 | 15,731 | Shares | Sole | 2026-08-04 | |
| 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. | ||||||