A
PINE

AJOVista’s Alpine Income Property Trust PINE Stock Holding History

AJOVista’s Portfolio PINE Stock Details PINE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$184K Buy
+10,085
New +$176K 0.78% 39
2024
Q1 		– Sell
-1,136
Closed -$19.2K – 326
2023
Q4 		$19.2K Buy
+1,136
New +$18.5K 0.02% 363

Other funds holding PINE

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
KTA
Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return

AJOVista's PINE Position: Q3 2024 in Review

AJOVista opened a new position in Alpine Income Property Trust (PINE) in Q3 2024: 10,085 shares worth $184K. The stake represents 0.78% of the portfolio and ranks #39 among its holdings. This is a return to the name: AJOVista previously reported a position in PINE as recently as Q4 2023.

AJOVista first reported a position in PINE in Q4 2023 and has held it in 2 quarters since. 107 funds tracked by Wall St. Rank hold PINE as of Q3 2024.

  • AJOVista held 10,085 shares of Alpine Income Property Trust worth $184K as of Q3 2024.
  • Alpine Income Property Trust was a new AJOVista position in Q3 2024.
  • Alpine Income Property Trust made up 0.78% of AJOVista's portfolio in Q3 2024, its #39 holding.
  • AJOVista first reported a position in Alpine Income Property Trust in Q4 2023 and has held it in 2 quarters since.
  • 107 funds tracked by Wall St. Rank held Alpine Income Property Trust as of Q3 2024.

Based on AJOVista's 13F filing for Q3 2024, filed 12 Nov 2024.