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

Fulcrum 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	$262K	Buy	+12,604	New	+$245K	0.2%	68

Other funds holding PINE

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

Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

Fulcrum Wealth Advisors opened a new position in Alpine Income Property Trust (PINE) in Q2 2026: 12,604 shares worth $262K. The stake represents 0.2% of the portfolio and ranks #68 among its holdings.

19 funds tracked by Wall St. Rank hold PINE as of Q2 2026.

Fulcrum Wealth Advisors held 12,604 shares of Alpine Income Property Trust worth $262K as of Q2 2026.
Alpine Income Property Trust was a new Fulcrum Wealth Advisors position in Q2 2026.
Alpine Income Property Trust made up 0.2% of Fulcrum Wealth Advisors's portfolio in Q2 2026, its #68 holding.
19 funds tracked by Wall St. Rank held Alpine Income Property Trust as of Q2 2026.

Based on Fulcrum Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.