ALPINE INCOME PROPERTY TRUST (PINE) Institutional Shareholders
ALPINE INCOME PROPERTY TRUST (PINE) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $171.09M in PINE holdings during the latest filing period.
Sound Income Strategies, Llc is currently the largest disclosed institutional shareholder of PINE tracked by InsiderSet, reporting ownership valued at approximately $25.65M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $24.93M, representing an estimated loss of -2.79% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 59% of the total disclosed PINE value among the investors covered in this analysis. Major shareholders include Sound Income Strategies, Llc, Blackrock, Inc., Vanguard Capital Management Llc, and several other long-term asset managers with concentrated positions in ALPINE INCOME PROPERTY TRUST (PINE).
This page ranks the largest institutional PINE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
140
Total Reported Value
$171.09M
Largest Holder
Sound Income Strategies, Llc
Largest Position
$25.65M
Insider Transactions (90d)
8
Latest Filing Quarter
Q2 2026
New Institutional Positions
151
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Sound Income Strategies, Llc | 1.15% | 1,235,594 | $25,650,926 | $24,934,287 | -$716,639 | -2.79% | |
| Blackrock, Inc. | 0.00% | 1,057,730 | $19,039,140 | $21,344,991 | +$2,305,851 | +12.11% | |
| Vanguard Capital Management Llc | 0.00% | 618,986 | $11,141,748 | $12,491,137 | +$1,349,389 | +12.11% | |
| Two Sigma Investments, Lp | 0.01% | 602,470 | $10,844,460 | $12,157,845 | +$1,313,385 | +12.11% | |
| Heartland Advisors Inc | 0.40% | 431,920 | $7,774,560 | $8,716,146 | +$941,586 | +12.11% | |
| Invesco Ltd. | 0.00% | 393,656 | $7,085,808 | $7,943,978 | +$858,170 | +12.11% | |
| Geode Capital Management, Llc | 0.00% | 333,914 | $6,011,789 | $6,738,385 | +$726,596 | +12.09% | |
| State Street Corp | 0.00% | 280,693 | $5,052,474 | $5,664,385 | +$611,911 | +12.11% | |
| Pacific Ridge Capital Partners, Llc | 1.04% | 266,320 | $4,793,760 | $5,374,338 | +$580,578 | +12.11% | |
| State Of New Jersey Common Pension Fund D | 0.01% | 208,703 | $3,756,654 | $4,211,627 | +$454,973 | +12.11% | |
| Truvestments Capital Llc | 0.66% | 204,479 | $3,680,625 | $4,126,386 | +$445,761 | +12.11% | |
| Gabelli Funds Llc | 0.02% | 200,996 | $3,617,928 | $4,056,099 | +$438,171 | +12.11% | |
| Millennium Management Llc | 0.00% | 190,255 | $3,424,590 | $3,839,346 | +$414,756 | +12.11% | |
| Dimensional Fund Advisors Lp | 0.00% | 185,819 | $3,344,742 | $3,749,827 | +$405,085 | +12.11% | |
| Kennedy Capital Management Llc | 0.06% | 151,726 | $2,731,068 | $3,061,831 | +$330,763 | +12.11% | |
| Morgan Stanley | 0.00% | 124,820 | $2,246,785 | $2,518,868 | +$272,083 | +12.11% | |
| Nuveen, Llc | 0.00% | 124,659 | $2,243,862 | $2,515,619 | +$271,757 | +12.11% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 121,200 | $2,181,600 | $2,445,816 | +$264,216 | +12.11% |
| Point72 Asset Management, L.P. | 0.00% | 109,544 | $1,971,792 | $2,210,598 | +$238,806 | +12.11% | |
| Marshall Wace, Llp | 0.00% | 100,289 | $1,805,202 | $2,023,832 | +$218,630 | +12.11% | |
| Goldman Sachs Group Inc | 0.00% | 99,325 | $1,787,850 | $2,004,379 | +$216,529 | +12.11% | |
| Northern Trust Corp | 0.00% | 97,976 | $1,763,568 | $1,977,156 | +$213,588 | +12.11% | |
| Ubs Group Ag | 0.00% | 94,101 | $1,693,818 | $1,898,958 | +$205,140 | +12.11% | |
| Guardian Wealth Management, Inc. | 0.81% | 79,412 | $1,648,607 | $1,602,534 | -$46,073 | -2.79% | |
| Vanguard Fiduciary Trust Co | 0.00% | 88,350 | $1,590,300 | $1,782,903 | +$192,603 | +12.11% | |
| D. E. Shaw & Co., Inc. | 0.00% | 86,614 | $1,559,052 | $1,747,871 | +$188,819 | +12.11% | |
| Los Angeles Capital Management Llc | 0.01% | 82,805 | $1,490,490 | $1,671,005 | +$180,515 | +12.11% | |
| Bank Of New York Mellon Corp | 0.00% | 82,710 | $1,488,778 | $1,669,088 | +$180,310 | +12.11% | |
| Jacobs Levy Equity Management, Inc | 0.01% | 81,158 | $1,460,844 | $1,637,768 | +$176,924 | +12.11% | |
| Vanguard Portfolio Management Llc | 0.00% | 76,129 | $1,370,322 | $1,536,283 | +$165,961 | +12.11% | |
| Globeflex Capital L P | 0.20% | 73,955 | $1,331,190 | $1,492,412 | +$161,222 | +12.11% | |
| Jane Street Group, Llc | 0.00% | 65,575 | $1,180,350 | $1,323,304 | +$142,954 | +12.11% | |
| Wakefield Asset Management Lllp | 0.30% | 63,726 | $1,147,068 | $1,285,991 | +$138,923 | +12.11% | |
| Blair William & Co/Il | 0.00% | 57,515 | $1,035,270 | $1,160,653 | +$125,383 | +12.11% | |
| Qube Research & Technologies Ltd | 0.00% | 55,284 | $995,112 | $1,115,631 | +$120,519 | +12.11% | |
| Exchange Traded Concepts, Llc | 0.00% | 46,555 | $966,482 | $939,480 | -$27,002 | -2.79% | |
| Russell Investments Group, Ltd. | 0.00% | 48,607 | $874,939 | $980,889 | +$105,950 | +12.11% | |
| Citadel Advisors Llc | 0.00% | 48,045 | $864,810 | $969,548 | +$104,738 | +12.11% | |
| Hsbc Holdings Plc | 0.00% | 47,438 | $863,372 | $957,299 | +$93,927 | +10.88% | |
| Aqr Capital Management Llc | 0.00% | 42,236 | $760,243 | $852,322 | +$92,079 | +12.11% | |
| Raymond James Financial Inc | 0.00% | 37,877 | $681,793 | $764,358 | +$82,565 | +12.11% | |
| Charles Schwab Investment Management Inc | 0.00% | 35,579 | $640,422 | $717,984 | +$77,562 | +12.11% | |
| Cambria Investment Management, L.P. | 0.03% | 34,520 | $621,360 | $696,614 | +$75,254 | +12.11% | |
| Fmr Llc | 0.00% | 33,363 | $600,527 | $673,265 | +$72,738 | +12.11% | |
| Deutsche Bank Ag\ | 0.00% | 32,993 | $593,874 | $665,799 | +$71,925 | +12.11% | |
| Gamco Investors, Inc. Et Al | 0.01% | 30,040 | $540,720 | $606,207 | +$65,487 | +12.11% | |
| Campbell & Co Investment Adviser Llc | 0.03% | 25,347 | $526,204 | $511,502 | -$14,702 | -2.79% | |
| Wells Fargo & Company/Mn | 0.00% | 29,111 | $523,996 | $587,460 | +$63,464 | +12.11% | |
| Xtx Topco Ltd | 0.01% | 27,639 | $497,502 | $557,755 | +$60,253 | +12.11% | |
| Triumph Capital Management | 0.09% | 23,864 | $495,421 | $481,576 | -$13,845 | -2.79% |
Frequently asked questions about PINE
Who owns the most PINE stock?
The largest holders of PINE are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ALPINE INCOME PROPERTY TRUST (PINE).
Is PINE widely held by superinvestors?
Many widely followed stocks like PINE appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PINE is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.