CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in PINE — Alpine Income Property Trust, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in PINE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$640,422
-$7,160 QoQ
Shares Held
35,579
-8.1% QoQ
Ownership
0.215%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
16 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PINE Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $3,405,276,704 across 26 REIT - Retail names. PINE ranks #26 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
4,272,265 | $796,905,590 | |
| 2 | O |
Realty Income Corp
|
12,188,656 | $745,701,974 | |
| 3 | KIM |
Kimco Realty Corp
|
10,906,924 | $245,078,582 | |
| 4 | REG |
Regency Centers Corp
|
2,652,808 | $200,711,453 | |
| 5 | BRX |
Brixmor Property Group Inc.
|
6,258,358 | $180,240,710 | |
| 6 | ADC |
Agree Realty Corp
|
2,109,853 | $159,040,719 | |
| 7 | FRT |
Federal Realty Investment Trust
|
1,491,186 | $158,378,865 | |
| 8 | NNN |
Nnn REIT, Inc.
|
2,977,152 | $125,129,698 |
All Filings in PINE
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $640,422 | 35,579 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $647,582 | 38,731 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $539,423 | 38,068 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $540,504 | 36,744 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $574,482 | 34,359 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $607,076 | 36,157 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $622,076 | 34,180 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $541,176 | 34,780 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $494,353 | 32,353 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $581,940 | 34,414 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $563,013 | 34,414 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $559,227 | 34,414 | Shares | Sole | 2023-08-10 | |
| 2021-03-31 | $288,887 | 16,641 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $259,312 | 17,299 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $270,803 | 17,415 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $304,452 | 18,724 | Shares | Sole | 2020-08-20 | |
| No filing history on record for this holder in this stock. | ||||||