Carson Wealth (CWM LLC)
PINE

Carson Wealth (CWM LLC)’s Alpine Income Property Trust PINE Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$46K Buy
2,558
+857
+50% +$15.9K ﹤0.01% 3880
2025
Q4 		$28K Buy
1,701
+119
+8% +$1.86K ﹤0.01% 3988
2025
Q3 		$22K Buy
1,582
+1,323
+511% +$19.3K ﹤0.01% 4076
2025
Q2 		$4K Buy
259
+120
+86% +$1.85K ﹤0.01% 4705
2025
Q1 		$2K Sell
139
-15
-10% -$248 ﹤0.01% 4799
2024
Q4 		$3K Buy
154
+58
+60% +$1.02K ﹤0.01% 4444
2024
Q3 		$2K Buy
96
+76
+380% +$1.32K ﹤0.01% 4444
2024
Q2 		$0 Buy
+20
New +$306 ﹤0.01% 4857
2024
Q1 		– Sell
-245
Closed -$4K – 4643
2023
Q4 		$4K Sell
245
-12
-5% -$195 ﹤0.01% 3619
2023
Q3 		$4K Buy
257
+12
+5% +$202 ﹤0.01% 3582
2023
Q2 		$4K Buy
+245
New +$3.9K ﹤0.01% 3552

Other funds holding PINE

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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 $3.37T AUM 44.26% 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

Carson Wealth (CWM LLC)'s PINE Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Alpine Income Property Trust (PINE) stake by 50% in Q1 2026, buying an estimated $15.9K and bringing the position to 2,558 shares worth $46K. The position accounts for ﹤0.01% of the portfolio, ranked #3880.

Carson Wealth (CWM LLC) first reported a position in PINE in Q2 2023 and has held it in 11 quarters since. 141 funds tracked by Wall St. Rank hold PINE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,558 shares of Alpine Income Property Trust worth $46K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 857 Alpine Income Property Trust shares in Q1 2026, an estimated $15.9K.
  • Alpine Income Property Trust made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3880 holding.
  • Carson Wealth (CWM LLC) first reported a position in Alpine Income Property Trust in Q2 2023 and has held it in 11 quarters since.
  • 141 funds tracked by Wall St. Rank held Alpine Income Property Trust as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.