SEC 13F Intelligence

PINEALPINE INCOME PPTY TR INC

CUSIP 02083X103 · Yahoo Finance ↗ · Google Finance ↗

Alpine Income Ppty Tr Inc (PINE) has 141 institutional holders in Filings Flow’s 13F database, together reporting 9.40M shares worth $166M as of Q1 2026. The largest reported holders are Sound Income Strategies, LLC, Blackrock, Inc., and Vanguard Group Inc.

Institutional Holders
141
Q1 2026
Reported Value
$166M
Ticker
PINE
Quarters Tracked
6

Ownership Trend

Institutional holders
Q2 ’21: 51Q2 ’21Q4 ’21: 53Q4 ’21Q4 ’22: 69Q4 ’22Q4 ’25: 115Q4 ’25Q1 ’26: 141Q1 ’26Q2 ’26: 4Q2 ’26filingsflow.com
Total reported value
Q2 ’21: $91MQ2 ’21Q4 ’21: $136MQ4 ’21Q4 ’22: $86MQ4 ’22Q4 ’25: $134MQ4 ’25Q1 ’26: $166MQ1 ’26Q2 ’26: $539,750Q2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
AlphaCentric Advisors LLC$100M AUM1.88%$2M112.7KQ4 2025OLDER
Sound Income Strategies, LLC$2.1B AUM1.06%$22M1.21MQ1 2026OLDER
Pacific Ridge Capital Partners, LLC$462M AUM1.04%$5M266.3KQ1 2026OLDER
Guardian Wealth Management, Inc.$183M AUM0.73%$1M73.9KQ1 2026OLDER
Truvestments Capital LLC$554M AUM0.66%$4M204.5KQ1 2026OLDER
Crossingbridge Advisors, LLC$553M AUM0.52%$2M112.7KQ4 2025OLDER
HEARTLAND ADVISORS INC$2.0B AUM0.40%$8M431.9KQ1 2026OLDER
Wakefield Asset Management LLLP$377M AUM0.30%$1M63.7KQ1 2026OLDER
GLOBEFLEX CAPITAL L P$661M AUM0.20%$1M74.0KQ1 2026OLDER
JEPPSON WEALTH MANAGEMENT, LLC$319M AUM0.09%$283,15815.7KQ1 2026OLDER
Triumph Capital Management$491M AUM0.08%$387,10821.5KQ1 2026OLDER
Cottage Street Advisors LLC$231M AUM0.06%$142,26310.0KQ3 2025OLDER
KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM0.06%$3M151.7KQ1 2026OLDER
Diligent Investors, LLC$404M AUM0.05%$205,14211.4KQ1 2026OLDER
Abel Hall, LLC$469M AUM0.04%$188,89210.5KQ1 2026OLDER
Cambria Investment Management, L.P.$1.8B AUM0.03%$621,36034.5KQ1 2026OLDER
VIRTUS ADVISERS, LLC$215M AUM0.03%$72,0004.0KQ1 2026OLDER
GABELLI FUNDS LLC$14.8B AUM0.02%$4M201.0KQ1 2026OLDER
Key Capital Management, INC$151M AUM0.02%$35,5502.0KQ1 2026OLDER
Campbell & CO Investment Adviser LLC$1.8B AUM0.02%$330,31818.4KQ1 2026OLDER
State of Wyoming$844M AUM0.02%$127,7467.1KQ1 2026OLDER
State of New Jersey Common Pension Fund D$25.9B AUM0.01%$4M208.7KQ1 2026OLDER
SEGALL BRYANT & HAMILL, LLC$7.0B AUM0.01%$846,68447.0KQ1 2026OLDER
BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM0.01%$528,66937.3KQ3 2025OLDER
Hillsdale Investment Management Inc.$3.7B AUM0.01%$336,60018.7KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.01%$11M602.5KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.01%$497,50227.6KQ1 2026OLDER
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.01%$300,94216.7KQ1 2026OLDER
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.01%$1M81.2KQ1 2026OLDER
Engineers Gate Manager LP$8.0B AUM0.01%$479,82626.7KQ1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.01%$1M82.8KQ1 2026OLDER
GAMCO INVESTORS, INC. ET AL$10.2B AUM0.01%$540,72030.0KQ1 2026OLDER
EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM0.00%$699,03038.8KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$243,97213.6KQ1 2026OLDER
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.00%$318,09017.7KQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.00%$324,39618.0KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$2M121.2KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.00%$228,90612.7KQ1 2026OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.00%$1M57.5KQ1 2026OLDER
Quarry LP$558M AUM0.00%$13,051921Q3 2025OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$287,64016.0KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.00%$2M109.5KQ1 2026OLDER
FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM0.00%$191,15210.6KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$2M100.3KQ1 2026OLDER
ALPS ADVISORS INC$21.3B AUM0.00%$300,64521.2KQ3 2025OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$414,00023.0KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$453,99625.2KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$3M190.3KQ1 2026OLDER
THOMPSON INVESTMENT MANAGEMENT, INC.$773M AUM0.00%$10,800600Q1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$995,11255.3KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$7M393.7KQ1 2026OLDER
NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM0.00%$369,00020.5KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$874,93948.6KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$2M86.6KQ1 2026OLDER
Tidal Investments LLC$47.4B AUM0.00%$431,24424.0KQ1 2026OLDER
Hilton Head Capital Partners, LLC$177M AUM0.00%$1,58488Q1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$136,4767.6KQ1 2026OLDER
Asset Management One Co., Ltd.$33.9B AUM0.00%$254,64614.1KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$140,5987.8KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$27,1081.5KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$3M185.8KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$72,6664.0KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$2M124.7KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$19,3681.1KQ1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$2M162.6KQ3 2025OLDER
Physician Wealth Advisors, Inc.$719M AUM0.00%$4,050225Q1 2026OLDER
Resona Asset Management Co.,Ltd.$20.1B AUM0.00%$96,3725.4KQ1 2026OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.00%$25,4631.8KQ3 2025OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$863,37247.4KQ1 2026OLDER
Eurizon Capital SGR S.p.A.$32.0B AUM0.00%$136,6427.6KQ1 2026OLDER
Boston Partners$95.5B AUM0.00%$399,44028.2KQ3 2025OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$2M88.3KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$275,11415.3KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$6M333.9KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$760,24342.2KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$19M1.06MQ1 2026OLDER
Bare Financial Services, Inc$378M AUM0.00%$1,24269Q1 2026OLDER
DELTA ASSET MANAGEMENT LLC/TN$1.1B AUM0.00%$3,474193Q1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$343,74819.1KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$22,0101.2KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$332,55018.5KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$11M619.0KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$1M82.7KQ1 2026OLDER
Daiwa Securities Group Inc.$34.8B AUM0.00%$90,1265.0KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$2M94.1KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$2M98.0KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$1M78.1KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$213,22411.8KQ1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.00%$8,242397Q2 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$681,79337.9KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$2M99.3KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$5,460263Q2 2026
DEUTSCHE BANK AG\$302.7B AUM0.00%$593,87433.0KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$13M755.0KQ4 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$1M77.8KQ1 2026OLDER
STRS OHIO$25.2B AUM0.00%$45,0002.5KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$5M280.7KQ1 2026OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$1,24564Q1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$112,7886.3KQ1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$90,1265.0KQ1 2026OLDER
Sumitomo Mitsui Trust Group, Inc.$154.5B AUM0.00%$187,03810.4KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$46,0442.6KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$23,6701.3KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$3,924218Q1 2026OLDER
Rialto Wealth Management, LLC$445M AUM0.00%$52229Q1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$206,28011.5KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$2M111.1KQ1 2026OLDER
Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM0.00%$162,2889.0KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$523,99629.1KQ2 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$640,42235.6KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$272,36916.3KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$310,58517.3KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$335,48418.6KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$1M76.1KQ1 2026OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$79244Q1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$94,6265.3KQ1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$83,6824.6KQ1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$26,2501.6KQ4 2025OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$11,106617Q1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$68438Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$3,519194Q1 2026OLDER
FMR LLC$1.90T AUM0.00%$600,52733.4KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$22,1761.6KQ3 2025OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$50,3102.8KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$201,69011.2KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$18110.1KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$211,50011.8KQ1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$32418Q1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$543Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$85,0004.7KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$61,4343.4KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$12,816712Q1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$7,344408Q1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$1448Q1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$16,830935Q1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$10,044558Q1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$32418Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$99,4685.5KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$1,53085Q1 2026OLDER
Essential Partners LLC$250M AUM0.00%$151Q1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$40224Q4 2025OLDER
Legal & General Group Plc$432.4B AUM0.00%$21,6541.2KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$23,5081.3KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$26919Q3 2025OLDER
MAI Capital Management$17.7B AUM0.00%$75642Q1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$1448Q1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$7,471416Q1 2026OLDER
MEEDER ASSET MANAGEMENT INC$1.7B AUM0.00%$171Q4 2025OLDER
Optiver Holding B.V.$289.5B AUM0.00%$2,052114Q2 2026

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.