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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 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. 145 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.
145 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.