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Alpine Income Property Trust (PINE)

CUSIP: 02083X103 | NYSE | Real Estate · REIT - Retail | Small Cap | 293 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Sound Income Strategies, LLC1,184,498
0.9% of portfolio›$21.2M
Dimensional Fund Advisors LP211,353
0.0% of portfolio›$3.7M
State of New Jersey Common Pension Fund D208,703
0.0% of portfolio›$3.6M
Guardian Wealth Management, Inc.85,084
0.8% of portfolio›$1.5M
AlphaCentric Advisors LLC75,000
1.2% of portfolio›$1.3M
Wakefield Asset Management Lllp65,702
0.3% of portfolio›$1.1M
Exchange Traded Concepts, LLC48,951
0.0% of portfolio›$849.3K
State of Wyoming41,967
0.1% of portfolio›$728.1K
Kestra Advisory Services, LLC25,530
0.0% of portfolio›$442.9K
Triumph Capital Management24,362
0.1% of portfolio›$422.7K
Kestra Private Wealth Services, LLC24,280
0.0% of portfolio›$421.3K
Oppenheimer & Co Inc18,968
0.0% of portfolio›$329.1K
Asset Management One Co., Ltd.18,066
0.0% of portfolio›$313.4K
Jeppson Wealth Management, LLC15,731
0.1% of portfolio›$272.9K
Sumitomo Mitsui Trust Group, Inc.13,970
0.0% of portfolio›$242.4K
Cambridge Investment Research Advisors, Inc.13,681
0.0% of portfolio›$237.0K
Creative Planning13,262
0.0% of portfolio›$230.1K
Fulcrum Wealth Advisors, LLC12,839
0.2% of portfolio›$222.8K
Mitsubishi UFJ Asset Management Co., Ltd.12,016
0.0% of portfolio›$208.5K
Diligent Investors, LLC11,786
0.0% of portfolio›$204.5K
Key Capital Management, Inc11,380
0.1% of portfolio›$185.3K
Abel Hall, LLC10,523
0.0% of portfolio›$182.6K
State of Alaska, Department of Revenue10,137
0.0% of portfolio›$152.0K
Daiwa Securities Group Inc.6,069
0.0% of portfolio›$105.3K
Strs Ohio4,500
0.0% of portfolio›$78.1K
Citigroup Inc1,195
0.0% of portfolio›$20.7K
Cassaday & Co Wealth Management LLC1,140
0.0% of portfolio›$19.8K
Gamma Investing LLC742
0.0% of portfolio›$12.9K
Simplex Trading, LLC682
0.0% of portfolio›$11.8K
Latitude Advisors, LLC648
0.0% of portfolio›$11.2K
Thompson Investment Management, Inc.600
0.0% of portfolio›$10.4K
Parkside Financial Bank & Trust577
0.0% of portfolio›$10.0K
Signature Equity Partners, LLC400
0.0% of portfolio›$6.9K
MassMutual Private Wealth & Trust, FSB393
0.0% of portfolio›$6.8K
Sterling Capital Management LLC323
0.0% of portfolio›$5.6K
Signaturefd, LLC295
0.0% of portfolio›$5.1K
Harbor Capital Advisors, Inc.271
0.0% of portfolio›$5
SJS Investment Consulting Inc.192
0.0% of portfolio›$3.3K
Farther Finance Advisors, LLC181
0.0% of portfolio›$3.1K
EverSource Wealth Advisors, LLC179
0.0% of portfolio›$3.1K
Physician Wealth Advisors, Inc.107
0.0% of portfolio›$1.9K
Hilton Head Capital Partners, LLC90
0.0% of portfolio›$1.6K
Essential Partners LLC81
0.0% of portfolio›$1.4K
IFP Advisors, Inc70
0.0% of portfolio›$1.2K
Bare Financial Services, Inc69
0.0% of portfolio›$1.2K
Covestor Ltd35
0.0% of portfolio›$1
Root Financial Partners, LLC33
0.0% of portfolio›$573
Farmers & Merchants Investments Inc20
0.0% of portfolio›$347
Caitong International Asset Management Co., Ltd1
0.0% of portfolio›$17
TD Private Client Wealth LLC0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Sound Income Strategies, LLC
1,184,498$21.2M0.9%YieldMediumFt Lauderdale, FL2026-10-09
Dimensional Fund Advisors LP
211,353$3.7M0.0%IndexLowAustin, TX2026-11-04
State of New Jersey Common Pension Fund D
208,703$3.6M0.0%CoreLowTrenton, NJ2026-11-05
Guardian Wealth Management, Inc.
85,084$1.5M0.8%GARPMediumPeoria, IL2026-10-30
AlphaCentric Advisors LLC
75,000$1.3M1.2%CoreHighSan Juan, PR2026-11-03
Wakefield Asset Management Lllp
65,702$1.1M0.3%ValueMediumEnglewood, CO2026-11-05
Exchange Traded Concepts, LLC
48,951$849.3K0.0%GrowthMediumOklahoma City, OK2026-10-28
State of Wyoming
41,967$728.1K0.1%ValueHighCheyenne, WY2026-10-28
Kestra Advisory Services, LLC
25,530$442.9K0.0%CoreLowAustin, TX2026-11-02
Triumph Capital Management
24,362$422.7K0.1%ETFMediumDenver, CO2026-10-14
Kestra Private Wealth Services, LLC
24,280$421.3K0.0%GrowthLowAustin, TX2026-10-30
Oppenheimer & Co Inc
18,968$329.1K0.0%CoreLowNew York, NY2026-10-26
Asset Management One Co., Ltd.
18,066$313.4K0.0%IndexVery LowTokyo, Mexico2026-10-27
Jeppson Wealth Management, LLC
15,731$272.9K0.1%CoreLowManhattan Beach, CA2026-10-20
Sumitomo Mitsui Trust Group, Inc.
13,970$242.4K0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Cambridge Investment Research Advisors, Inc.
13,681$237.0K0.0%ETFLowFairfield, IA2026-11-02
Creative Planning
13,262$230.1K0.0%IndexVery LowOverland Park, KS2026-11-02
Fulcrum Wealth Advisors, LLC
12,839$222.8K0.2%GrowthMediumBellevue, WA2026-10-16
Mitsubishi UFJ Asset Management Co., Ltd.
12,016$208.5K0.0%IndexVery LowTokyo, Mexico2026-11-05
Diligent Investors, LLC
11,786$204.5K0.0%CoreLowRedlands, CA2026-10-21
Key Capital Management, Inc
11,380$185.3K0.1%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Abel Hall, LLC
10,523$182.6K0.0%CoreMediumBaton Rouge, LA2026-10-19
State of Alaska, Department of Revenue
10,137$152.0K0.0%CoreVery LowJuneau, AK2026-10-15
Daiwa Securities Group Inc.
6,069$105.3K0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Strs Ohio
4,500$78.1K0.0%CoreMediumColumbus, OH2026-10-30
Citigroup Inc
1,195$20.7K0.0%CoreMediumNew York, NY2026-11-04
Cassaday & Co Wealth Management LLC
1,140$19.8K0.0%ETFVery LowMclean, VA2026-10-27
Gamma Investing LLC
742$12.9K0.0%IndexVery LowFoster City, CA2026-10-08
Simplex Trading, LLC
682$11.8K0.0%CoreVery HighChicago, IL2026-11-04
Latitude Advisors, LLC
648$11.2K0.0%ETFLowYorkville, IL2026-10-27
Thompson Investment Management, Inc.
600$10.4K0.0%ValueMediumMadison, WI2026-10-14
Parkside Financial Bank & Trust
577$10.0K0.0%CoreVery LowSaint Louis, MO2026-10-27
Signature Equity Partners, LLC
400$6.9K0.0%GrowthMediumColumbus, OH2026-10-29
MassMutual Private Wealth & Trust, FSB
393$6.8K0.0%CoreLowSpringfield, MA2026-10-05
Sterling Capital Management LLC
323$5.6K0.0%GARPMediumCharlotte, NC2026-10-22
Signaturefd, LLC
295$5.1K0.0%IndexLowAtlanta, GA2026-10-23
Harbor Capital Advisors, Inc.
271$50.0%ValueHighChicago, IL2026-10-22
SJS Investment Consulting Inc.
192$3.3K0.0%ETFVery LowSylvania, OH2026-10-26
Farther Finance Advisors, LLC
181$3.1K0.0%IndexLowSan Francisco, CA2026-10-08
EverSource Wealth Advisors, LLC
179$3.1K0.0%CoreMediumBirmingham, AL2026-11-04
Physician Wealth Advisors, Inc.
107$1.9K0.0%ETFMediumMidvale, UT2026-10-20
Hilton Head Capital Partners, LLC
90$1.6K0.0%CoreMediumHilton Head Island, SC2026-10-23
Essential Partners LLC
81$1.4K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
IFP Advisors, Inc
70$1.2K0.0%GrowthLowTampa, FL2026-10-16
Bare Financial Services, Inc
69$1.2K0.0%ETFVery LowGap, PA2026-11-04
Covestor Ltd
35$10.0%ValueHighLondon, United Kingdom2026-10-30
Root Financial Partners, LLC
33$5730.0%ETFMediumEncinitas, CA2026-10-21
Farmers & Merchants Investments Inc
20$3470.0%CoreVery LowLincoln, NE2026-10-22
Caitong International Asset Management Co., Ltd
1$170.0%GrowthVery HighHong Kong, South Korea2026-10-29
TD Private Client Wealth LLC
0$00.0%ETFLowNew York, NY2026-10-28