HWA
PINE

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

Heritage 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 		$8.3K Buy
+400
New +$7.77K ﹤0.01% 535

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

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

Heritage Wealth Advisors opened a new position in Alpine Income Property Trust (PINE) in Q2 2026: 400 shares worth $8.3K. The stake represents ﹤0.01% of the portfolio and ranks #535 among its holdings.

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

  • Heritage Wealth Advisors held 400 shares of Alpine Income Property Trust worth $8.3K as of Q2 2026.
  • Alpine Income Property Trust was a new Heritage Wealth Advisors position in Q2 2026.
  • Alpine Income Property Trust made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #535 holding.
  • 146 funds tracked by Wall St. Rank held Alpine Income Property Trust as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.