Position in PINE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,246,760
+$389,188 QoQ
Shares Held
124,820
+12.4% QoQ
Ownership
0.755%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 66.48854350264381.ToString("F0")%
Shared 0.ToString("F0")%
None 33.51145649735619.ToString("F0")%
Common Shares in PINE Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026MORGAN STANLEY holds $3,213,378,916 across 26 REIT - Retail names. PINE ranks #26 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
5,421,797 | $1,011,327,787 | |
| 2 | O |
Realty Income Corp
|
15,242,786 | $932,553,640 | |
| 3 | REG |
Regency Centers Corp
|
2,270,462 | $171,783,147 | |
| 4 | KIM |
Kimco Realty Corp
|
6,379,965 | $143,357,806 | |
| 5 | EPRT |
Essential Properties Realty Trust, Inc.
|
4,577,402 | $138,969,915 | |
| 6 | NNN |
Nnn REIT, Inc.
|
2,925,161 | $122,944,510 | |
| 7 | FRT |
Federal Realty Investment Trust
|
1,068,466 | $113,481,769 | |
| 8 | ADC |
Agree Realty Corp
|
1,319,035 | $99,428,854 |
All Filings in PINE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,246,760 | 124,820 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,857,572 | 111,099 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $894,974 | 63,160 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $898,087 | 61,053 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $1,221,593 | 73,062 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,452,014 | 86,481 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $1,196,356 | 65,734 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $654,761 | 42,080 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $695,740 | 45,533 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $931,331 | 55,076 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $560,294 | 34,248 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $1,016,469 | 62,552 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,270,797 | 75,508 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $899,391 | 47,138 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $634,849 | 39,140 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $685,618 | 38,260 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $749,630 | 39,874 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $691,959 | 34,529 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $413,636 | 22,517 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $187,611 | 9,864 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $72,338 | 4,167 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $131,626 | 8,781 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $10,091 | 649 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $34,032 | 2,093 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $4,382 | 356 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||