Institute for Wealth Management’s Alpine Income Property Trust PINE Stock Holding History

Institute for Wealth Management’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	$5.18K	Buy	+250	New	+$4.86K	﹤0.01%	1447

Other funds holding PINE

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

GWMI

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

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

ETC

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Institute for Wealth Management's PINE Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Alpine Income Property Trust (PINE) in Q2 2026: 250 shares worth $5.18K. The stake represents ﹤0.01% of the portfolio and ranks #1447 among its holdings.

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

Institute for Wealth Management held 250 shares of Alpine Income Property Trust worth $5.18K as of Q2 2026.
Alpine Income Property Trust was a new Institute for Wealth Management position in Q2 2026.
Alpine Income Property Trust made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1447 holding.
59 funds tracked by Wall St. Rank held Alpine Income Property Trust as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.