AW
PINE

Avion Wealth’s Alpine Income Property Trust PINE Stock Holding History

Avion Wealth’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
2025
Q4 		– Sell
-35
Closed – – 1501
2025
Q3 		$0 Sell
35
-52
-60% -$760 ﹤0.01% 1463
2025
Q2 		$1K Buy
87
+56
+181% +$864 ﹤0.01% 1037
2025
Q1 		$0 Buy
+31
New +$513 ﹤0.01% 1282
2024
Q4 		– Sell
-31
Closed – – 1220
2024
Q3 		$0 Hold
31
– – ﹤0.01% 1258
2024
Q2 		$0 Sell
31
-1
-3% -$15 ﹤0.01% 1178
2024
Q1 		$1K Buy
+32
New +$504 ﹤0.01% 1033

Other funds holding PINE

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Avion Wealth's PINE Position: Q4 2025 in Review

Avion Wealth sold out of Alpine Income Property Trust (PINE) in Q4 2025, closing a stake of 35 shares.

Avion Wealth first reported a position in PINE in Q1 2024 and held it in 6 quarters. The position peaked at $1K in Q2 2025. 117 funds tracked by Wall St. Rank hold PINE as of Q4 2025.

  • Avion Wealth reported no remaining Alpine Income Property Trust position as of Q4 2025 after selling out during the quarter.
  • Avion Wealth sold 35 Alpine Income Property Trust shares in Q4 2025.
  • Avion Wealth first reported a position in Alpine Income Property Trust in Q1 2024 and held it in 6 quarters.
  • Avion Wealth's Alpine Income Property Trust position peaked at $1K in Q2 2025.
  • 117 funds tracked by Wall St. Rank held Alpine Income Property Trust as of Q4 2025.

Based on Avion Wealth's 13F filing for Q4 2025, filed 23 Jan 2026.