CPA
PINE

Capital Performance Advisors’s Alpine Income Property Trust PINE Stock Holding History

Capital Performance Advisors’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
Q4 		– Sell
-7
Closed -$127 – 1979
2024
Q3 		$127 Buy
+7
New +$122 ﹤0.01% 2656

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 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
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
KTA
Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Performance Advisors's PINE Position: Q4 2024 in Review

Capital Performance Advisors sold out of Alpine Income Property Trust (PINE) in Q4 2024, closing a stake of 7 shares — an estimated $127 sold.

Capital Performance Advisors first reported a position in PINE in Q3 2024 and held it in 1 quarter. The position peaked at $127 in Q3 2024. 117 funds tracked by Wall St. Rank hold PINE as of Q4 2024.

  • Capital Performance Advisors reported no remaining Alpine Income Property Trust position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 7 Alpine Income Property Trust shares in Q4 2024, an estimated $127.
  • Capital Performance Advisors first reported a position in Alpine Income Property Trust in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Alpine Income Property Trust position peaked at $127 in Q3 2024.
  • 117 funds tracked by Wall St. Rank held Alpine Income Property Trust as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.