Guardian Wealth Management (Illinois)’s Alpine Income Property Trust PINE Stock Holding History

Guardian Wealth Management (Illinois)’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	$1.65M	Buy	79,412 +5,546	+8%	+$108K	0.81%	43
2026 Q1	$1.33M	Buy	73,866 +6,735	+10%	+$125K	0.73%	43
2025 Q4	$1.12M	Buy	67,131 +2,104	+3%	+$32.9K	0.66%	44
2025 Q3	$921K	Buy	65,027 +5,400	+9%	+$78.9K	0.54%	46
2025 Q2	$877K	Buy	59,627 +1,722	+3%	+$26.6K	0.58%	45
2025 Q1	$968K	Buy	57,905 +19,929	+52%	+$330K	0.65%	46
2024 Q4	$638K	Sell	37,976 -9,859	-21%	-$173K	0.43%	51
2024 Q3	$871K	Buy	47,835 +2,154	+5%	+$37.5K	0.61%	45
2024 Q2	$711K	Buy	45,681 +1,882	+4%	+$28.8K	0.54%	48
2024 Q1	$669K	Buy	43,799 +4,872	+13%	+$76.8K	0.52%	48
2023 Q4	$658K	Buy	38,927 +1,138	+3%	+$18.5K	0.56%	47
2023 Q3	$618K	Buy	37,789 +446	+1%	+$7.5K	0.58%	50
2023 Q2	$607K	Buy	37,343 +3,438	+10%	+$54.7K	0.55%	55
2023 Q1	$571K	Buy	33,905 +3,929	+13%	+$72.9K	0.55%	54
2022 Q4	$572K	Buy	29,976 +12,900	+76%	+$234K	0.56%	56
2022 Q3	$277K	Buy	17,076 +3,470	+26%	+$62.4K	0.31%	62
2022 Q2	$244K	Buy	13,606 +4,069	+43%	+$75.1K	0.26%	69
2022 Q1	$179K	Buy	9,537 +1,051	+12%	+$20.2K	0.18%	79
2021 Q4	$170K	Buy	+8,486	New	+$159K	0.16%	75

Other funds holding PINE

SIS

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

ETC

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

TCM

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

FWA

Fulcrum Wealth Advisors Bellevue, Washington $131M AUM

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

AHL

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

SOADOR

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

PFSRSONJ

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

TIM

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

Guardian Wealth Management (Illinois)'s PINE Position: Q2 2026 in Review

Guardian Wealth Management (Illinois) increased its Alpine Income Property Trust (PINE) stake by 7.5% in Q2 2026, buying an estimated $108K and bringing the position to 79,412 shares worth $1.65M. The position accounts for 0.81% of the portfolio, ranked #43.

Guardian Wealth Management (Illinois) first reported a position in PINE in Q4 2021 and has held it in 19 quarters since. 19 funds tracked by Wall St. Rank hold PINE as of Q2 2026.

Guardian Wealth Management (Illinois) held 79,412 shares of Alpine Income Property Trust worth $1.65M as of Q2 2026.
Guardian Wealth Management (Illinois) bought 5,546 Alpine Income Property Trust shares in Q2 2026, an estimated $108K.
Alpine Income Property Trust made up 0.81% of Guardian Wealth Management (Illinois)'s portfolio in Q2 2026, its #43 holding.
Guardian Wealth Management (Illinois) first reported a position in Alpine Income Property Trust in Q4 2021 and has held it in 19 quarters since.
19 funds tracked by Wall St. Rank held Alpine Income Property Trust as of Q2 2026.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2026, filed 13 Jul 2026.