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Equibles

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

Position in PINE — Alpine Income Property Trust, Inc.

CIK 884546 SAN FRANCISCO, CA
Back to PINE Full portfolio

Position in PINE

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$1,148,567
+$508,145 QoQ
Shares Held
55,326
+55.5% QoQ
Ownership
0.314%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#41
of 146 holders
Holding Since
Jun 2020
17 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, 2026

CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $3,987,098,533 across 26 REIT - Retail names. PINE ranks #25 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 SPG
Simon Property Group Inc.
 4,525,891 $1,012,215,521
2 O
Realty Income Corp
 13,069,240 $809,770,110
3 KIM
Kimco Realty Corp
 11,457,411 $290,445,368
4 REG
Regency Centers Corp
 2,843,594 $226,748,185
5 BRX
Brixmor Property Group Inc.
 6,379,303 $201,139,423
6 FRT
Federal Realty Investment Trust
 1,535,361 $189,524,961
7 ADC
Agree Realty Corp
 2,196,532 $166,365,333
8 MAC
Macerich Co
 5,783,144 $145,677,397

All Filings in PINE

Export CSV
17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,148,567 55,326
2026-03-31 $640,422 35,579
2025-12-31 $647,582 38,731
2025-09-30 $539,423 38,068
2025-06-30 $540,504 36,744
2025-03-31 $574,482 34,359
2024-12-31 $607,076 36,157
2024-09-30 $622,076 34,180
2024-06-30 $541,176 34,780
2024-03-31 $494,353 32,353
2023-12-31 $581,940 34,414
2023-09-30 $563,013 34,414
2023-06-30 $559,227 34,414
2021-03-31 $288,887 16,641
2020-12-31 $259,312 17,299
2020-09-30 $270,803 17,415
2020-06-30 $304,452 18,724