AF
PINE

Allworth Financial’s Alpine Income Property Trust PINE Stock Holding History

Allworth Financial’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
2026
Q2 		$5.15K Buy
248
+163
+192% +$3.17K ﹤0.01% 4109
2026
Q1 		$1.53K Sell
85
-182
-68% -$3.38K ﹤0.01% 4439
2025
Q4 		$4.46K Buy
267
+246
+1,171% +$3.84K ﹤0.01% 3784
2025
Q3 		$298 Buy
+21
New +$307 ﹤0.01% 4549

Other funds holding PINE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Allworth Financial's PINE Position: Q2 2026 in Review

Allworth Financial increased its Alpine Income Property Trust (PINE) stake by 192% in Q2 2026, buying an estimated $3.17K and bringing the position to 248 shares worth $5.15K. The position accounts for ﹤0.01% of the portfolio, ranked #4109.

Allworth Financial first reported a position in PINE in Q3 2025 and has held it in 4 quarters since. 145 funds tracked by Wall St. Rank hold PINE as of Q2 2026.

  • Allworth Financial held 248 shares of Alpine Income Property Trust worth $5.15K as of Q2 2026.
  • Allworth Financial bought 163 Alpine Income Property Trust shares in Q2 2026, an estimated $3.17K.
  • Alpine Income Property Trust made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4109 holding.
  • Allworth Financial first reported a position in Alpine Income Property Trust in Q3 2025 and has held it in 4 quarters since.
  • 145 funds tracked by Wall St. Rank held Alpine Income Property Trust as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.