Cornerstone Planning Group
PINE icon

Cornerstone Planning Group’s Alpine Income Property Trust PINE Stock Holding History

Cornerstone Planning Group’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
Q3 		– Sell
-64
Closed -$1.34K – 1264
2026
Q2 		$1.34K Hold
64
– – ﹤0.01% 1421
2026
Q1 		$1.24K Buy
64
+24
+60% +$446 ﹤0.01% 1402
2025
Q4 		$689 Buy
40
+39
+3,900% +$609 ﹤0.01% 1436
2025
Q3 		$4 Buy
+1
New +$15 ﹤0.01% 1690
2025
Q1 		– Sell
-63
Closed -$1.06K – 1655
2024
Q4 		$1.06K Buy
+63
New +$1.11K ﹤0.01% 940
2024
Q2 		– Sell
-56
Closed -$837 – 1320
2024
Q1 		$837 Buy
+56
New +$882 ﹤0.01% 818

Other funds holding PINE

Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
Jeppson Wealth Management
Jeppson Wealth Management Manhattan Beach, California $350M AUM 26.62% 1-Year Est. Return
Fulcrum Wealth Advisors
Fulcrum Wealth Advisors Bellevue, Washington $144M AUM 21.17% 1-Year Est. Return
DI
Diligent Investors Redlands, California $455M AUM 20.89% 1-Year Est. Return
Abel Hall LLC
Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Thompson Investment Management
Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Cornerstone Planning Group's PINE Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Alpine Income Property Trust (PINE) in Q3 2026, closing a stake of 64 shares — an estimated $1.34K sold.

Cornerstone Planning Group first reported a position in PINE in Q1 2024 and held it in 6 quarters. The position peaked at $1.34K in Q2 2026. 17 funds tracked by Wall St. Rank hold PINE as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Alpine Income Property Trust position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 64 Alpine Income Property Trust shares in Q3 2026, an estimated $1.34K.
  • Cornerstone Planning Group first reported a position in Alpine Income Property Trust in Q1 2024 and held it in 6 quarters.
  • Cornerstone Planning Group's Alpine Income Property Trust position peaked at $1.34K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held Alpine Income Property Trust as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.