Cassady Schiller Wealth Management’s Alpine Income Property Trust PINE Stock Holding History

Cassady Schiller Wealth Management’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	$487	Buy	+29	New	+$509	﹤0.01%	989

Other funds holding PINE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

KTA

Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cassady Schiller Wealth Management's PINE Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Alpine Income Property Trust (PINE) in Q4 2024: 29 shares worth $487. The stake represents ﹤0.01% of the portfolio and ranks #989 among its holdings.

117 funds tracked by Wall St. Rank hold PINE as of Q4 2024.

Cassady Schiller Wealth Management held 29 shares of Alpine Income Property Trust worth $487 as of Q4 2024.
Alpine Income Property Trust was a new Cassady Schiller Wealth Management position in Q4 2024.
Alpine Income Property Trust made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #989 holding.
117 funds tracked by Wall St. Rank held Alpine Income Property Trust as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.