Alpine Income Property TrustPINE

13F holders, Q4 2025 (December 31)
117holders −1
11new positions
15sold out
4famous investors
$16.83avg. 13F price*

At the end of Q4 2025, 117 institutions reported holding Alpine Income Property Trust (PINE) in their 13F filings, down 1 from Q3 2025. 11 opened new positions and 15 sold out. The largest holders were Sound Income Strategies, LLC ($21.3M), BlackRock, Inc. ($21.2M) and Vanguard Group Inc. ($12.6M). 4 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
Alpine Income Property Trust
CUSIP
02083X103
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 83Q1 2024Q2 2024: 86Q2 2024Q3 2024: 107Q3 2024Q4 2024: 117Q4 2024Q1 2025: 119Q1 2025Q2 2025: 117Q2 2025Q3 2025: 118Q3 2025Q4 2025: 117Q4 2025Q1 2026: 141Q1 2026Q2 2026: 145Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions11$2.0M
Exits15$5.5M

All 13F filers, Q3 2025 → Q4 2025: 1,064,758 shares bought and 1,034,487 shares sold, net +30,271 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 117 holders

Sound Income Strategies, LLC 1.01% Add +8.0% 1,216,494 $21.3M
BlackRock, Inc. 0.00% Add +4.5% 1,264,957 $21.2M
Vanguard Group Inc. 0.00% Reduce -2.3% 754,954 $12.6M
Heartland Advisors Inc. 0.42% Reduce -32.9% 464,320 $7.8M
Invesco Ltd. 0.00% Add +1344.2% 441,935 $7.4M
Geode Capital Management, LLC 0.00% Add +1.0% 323,408 $5.4M
State Street Corp. 0.00% Add +0.9% 280,149 $4.7M
Pacific Ridge Capital Partners, LLC 0.97% Reduce -3.4% 264,148 $4.4M
State of New Jersey Common Pension Fund D 0.01% Add +7.7% 208,703 $3.5M
Gabelli Funds LLC 0.02% Add +25.2% 205,016 $3.4M
Truvestments Capital LLC 0.59% Reduce -1.7% 195,153 $3.3M
Dimensional Fund Advisors LP 0.00% Reduce -0.0% 162,908 $2.7M
Two Sigma Investments, LP 0.00% Add +413.4% 150,675 $2.5M
Kennedy Capital Management LLC 0.05% Reduce -0.7% 148,969 $2.5M
AlphaCentric Advisors LLC 1.88% — 112,674 $1.9M
Morgan Stanley 0.00% Add +75.9% 111,099 $1.9M
Crossingbridge Advisors, LLC 1.10% Reduce -2.0% 112,674 $1.9M
Goldman Sachs Group Inc. 0.00% Add +33.7% 110,134 $1.8M
Northern Trust Corp. 0.00% Reduce -7.9% 88,414 $1.5M
Bank of New York Mellon Corp 0.00% Reduce -1.0% 85,417 $1.4M
Globeflex Capital L P 0.19% Add +83.0% 73,955 $1.2M
Penserra Capital Management LLC 0.01% Reduce -4.1% 68,330 $1.1M
Guardian Wealth Management, Inc. 0.66% Add +3.2% 67,131 $1.1M
Jacobs Levy Equity Management, Inc. 0.00% Reduce -10.3% 66,736 $1.1M
Renaissance Technologies 0.00% Add +3.6% 64,778 $1.1M
Russell Investments Group, Ltd. 0.00% Reduce -71.3% 55,746 $932K
Two Sigma Advisers, LP 0.00% New 53,300 $891K
LSV Asset Management 0.00% No change 44,700 $747K
UBS Group AG 0.00% Add +54.8% 41,490 $694K
Nuveen, LLC 0.00% Reduce -53.2% 39,268 $657K
Charles Schwab Investment Management Inc. 0.00% Add +1.7% 38,731 $648K
Cambria Investment Management, L.P. 0.04% Add +0.0% 38,314 $641K
D. E. Shaw & Co. 0.00% Reduce -14.0% 37,492 $627K
Raymond James Financial Inc. 0.00% Reduce -74.3% 36,371 $608K
Exchange Traded Concepts, LLC 0.00% Add +9.4% 35,154 $588K
Deutsche Bank AG 0.00% Add +1.8% 32,366 $541K
Los Angeles Capital Management LLC 0.00% No change 36,960 $536K
AQR Capital Management 0.00% Add +21.3% 30,109 $503K
GAMCO Investors 0.00% Reduce -5.3% 29,686 $496K
HSBC Holdings PLC 0.00% Reduce -2.1% 26,623 $443K
FMR LLC 0.00% Add +14.3% 26,511 $443K
Kestra Advisory Services, LLC 0.00% Add +4.0% 25,995 $435K
Marshall Wace, LLP 0.00% New 25,615 $428K
Tidal Investments LLC 0.00% Reduce -5.1% 24,484 $409K
Acadian Asset Management LLC 0.00% Reduce -9.6% 24,458 $408K
Barclays PLC 0.00% Add +14.2% 21,893 $366K
Ameriprise Financial Inc. 0.00% Add +0.4% 21,859 $365K
Sterling Capital Management LLC 0.01% Add +2358.5% 21,438 $358K
Nomura Asset Management Co. Ltd. 0.00% Add +17.1% 20,500 $343K
Stifel Financial Corp. 0.00% Add +11.4% 19,033 $318K
Rhumbline Advisers 0.00% Reduce -14.6% 18,166 $304K
Qube Research & Technologies Ltd 0.00% Reduce -66.8% 17,666 $295K
Wells Fargo & Company 0.00% Add +70.1% 16,491 $276K
Martingale Asset Management L P 0.01% Add +3.2% 16,217 $271K
Jeppson Wealth Management, LLC 0.08% Add +8.7% 15,341 $257K
Public Employees Retirement System of Ohio 0.00% Add +44.7% 14,801 $247K
Alliancebernstein L.P. 0.00% No change 14,790 $247K
Jane Street Group, LLC 0.00% Reduce -18.3% 14,435 $241K
Jump Financial, LLC 0.00% New 14,403 $241K
Asset Management One Co., Ltd. 0.00% Reduce -23.0% 14,147 $234K
Osaic Holdings, Inc. 0.00% Add +3481.5% 13,001 $217K
LPL Financial LLC 0.00% Add +22.5% 12,683 $212K
Thrivent Financial for Lutherans 0.00% New 12,500 $209K
Diligent Investors, LLC 0.05% Add +1.7% 11,220 $188K
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -4.2% 11,120 $186K
Bank of America Corp. 0.00% Add +57.2% 10,528 $176K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 9,016 $151K
State of Alaska, Department of Revenue 0.00% Add +36.7% 8,383 $138K
MetLife Investment Management, LLC 0.00% Reduce -0.0% 8,075 $135K
Huntington National Bank 0.00% New 7,582 $127K
Eurizon Capital SGR S.p.A. 0.00% — 7,554 $127K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -0.3% 6,130 $102K
Resona Asset Management Co.,Ltd. 0.00% No change 5,380 $89K
JPMorgan Chase & Co. 0.00% Reduce -63.4% 5,267 $88K
Royal Bank of Canada 0.00% Add +36.3% 5,134 $86K
New York State Common Retirement Fund 0.00% No change 5,007 $84K
Daiwa Securities Group Inc. 0.00% Add +11.8% 4,231 $71K
PNC Financial Services Group, Inc. 0.00% Add +74.3% 4,097 $69K
Police & Firemen's Retirement System of New Jersey 0.00% Reduce -7.6% 4,037 $67K
BNP Paribas Financial Markets 0.00% Reduce -51.3% 3,253 $54K
STRS Ohio 0.00% No change 2,500 $42K
Key Capital Management, INC 0.04% — 2,273 $38K
Triumph Capital Management 0.01% New 2,000 $33K
Cwm, LLC 0.00% Add +7.5% 1,701 $28K
CIBC Private Wealth Group LLC 0.00% No change 1,570 $26K
Steward Partners Investment Advisory, LLC 0.00% Reduce -13.2% 1,315 $22K
Nisa Investment Advisors, LLC 0.00% Reduce -44.1% 1,263 $21K
Legal & General Group Plc 0.00% No change 1,203 $20K
Ameritas Investment Partners, Inc. 0.00% No change 1,076 $18K
California State Teachers Retirement System 0.00% Reduce -10.9% 809 $14K
Tower Research Capital LLC (TRC) 0.00% Reduce -35.7% 664 $11K
Essential Partners LLC 0.00% Reduce -0.3% 610 $10K
Thompson Investment Management, Inc. 0.00% New 600 $10K
Amalgamated Bank 0.00% Reduce -5.9% 413 $7K
Rockefeller Capital Management L.P. 0.00% New 408 $7K
MassMutual Private Wealth & Trust, FSB 0.00% Add +9.7% 397 $7K
Citigroup Inc. 0.00% Add +25.3% 297 $5K
Allworth Financial LP 0.00% Add +1171.4% 267 $4K
Harbor Capital Advisors, Inc. 0.00% Reduce -1.5% 257 $4K
Physician Wealth Advisors, Inc. 0.00% New 225 $4K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 220 $4K
Optiver Holding B.V. 0.00% No change 202 $3K
Delta Asset Management LLC 0.00% No change 193 $3K
Farther Finance Advisors, LLC 0.00% Reduce -82.9% 193 $3K
EverSource Wealth Advisors, LLC 0.00% Add +14.8% 155 $3K
Covestor Ltd 0.00% Reduce -12.8% 136 $2K
Bare Financial Services, Inc 0.00% Add +100.0% 98 $2K
Transamerica Financial Advisors, LLC 0.00% New 44 $736
Cornerstone Planning Group LLC 0.00% Add +3900.0% 40 $689
IFP Advisors, Inc 0.00% Reduce -25.0% 36 $602
Clearstead Advisors, LLC 0.00% Add +2300.0% 24 $402
Rothschild Investment LLC 0.00% Reduce -60.0% 14 $234
GAMMA Investing LLC 0.00% Reduce -47.6% 11 $184
Sunbelt Securities, Inc. 0.00% Reduce -40.0% 6 $100
True Wealth Design, LLC 0.00% Reduce -33.3% 4 $67
Arax Advisory Partners 0.00% Reduce -99.6% 3 $50
Meeder Asset Management Inc. 0.00% Reduce -99.6% 1 $17

"% of holder's portfolio" is PINE's weight in each manager's 13F, not the share of Alpine Income Property Trust the manager owns.