EWA
PINE

EverSource Wealth Advisors’s Alpine Income Property Trust PINE Stock Holding History

EverSource Wealth 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
2026
Q2 		$3.88K Sell
187
-31
-14% -$602 ﹤0.01% 3412
2026
Q1 		$3.92K Buy
218
+63
+41% +$1.17K ﹤0.01% 3375
2025
Q4 		$2.59K Buy
155
+20
+15% +$312 ﹤0.01% 3405
2025
Q3 		$1.91K Buy
135
+127
+1,588% +$1.85K ﹤0.01% 3528
2025
Q2 		$117 Hold
8
– – ﹤0.01% 4109
2025
Q1 		$134 Buy
+8
New +$132 ﹤0.01% 3773

Other funds holding PINE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 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
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

EverSource Wealth Advisors's PINE Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Alpine Income Property Trust (PINE) stake by 14% in Q2 2026, selling an estimated $602 and leaving 187 shares worth $3.88K. The position accounts for ﹤0.01% of the portfolio, ranked #3412.

EverSource Wealth Advisors first reported a position in PINE in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.92K in Q1 2026. 146 funds tracked by Wall St. Rank hold PINE as of Q2 2026.

  • EverSource Wealth Advisors held 187 shares of Alpine Income Property Trust worth $3.88K as of Q2 2026.
  • EverSource Wealth Advisors sold 31 Alpine Income Property Trust shares in Q2 2026, an estimated $602.
  • Alpine Income Property Trust made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3412 holding.
  • EverSource Wealth Advisors first reported a position in Alpine Income Property Trust in Q1 2025 and has held it in 6 quarters since.
  • EverSource Wealth Advisors's Alpine Income Property Trust position peaked at $3.92K in Q1 2026.
  • 146 funds tracked by Wall St. Rank held Alpine Income Property Trust as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.