JWM
PINE

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

Jeppson 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
Q1 		$283K Buy
15,731
+390
+3% +$7.24K 0.09% 181
2025
Q4 		$257K Buy
15,341
+1,224
+9% +$19.1K 0.08% 186
2025
Q3 		$200K Buy
14,117
+3,810
+37% +$55.7K 0.06% 214
2025
Q2 		$152K Buy
+10,307
New +$159K 0.05% 203
2023
Q1 		– Sell
-13,140
Closed -$251K – 206
2022
Q4 		$251K Buy
13,140
+1,035
+9% +$18.7K 0.11% 170
2022
Q3 		$196K Buy
+12,105
New +$218K 0.09% 182

Other funds holding PINE

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Jeppson Wealth Management's PINE Position: Q1 2026 in Review

Jeppson Wealth Management increased its Alpine Income Property Trust (PINE) stake by 2.5% in Q1 2026, buying an estimated $7.24K and bringing the position to 15,731 shares worth $283K. The position accounts for 0.09% of the portfolio, ranked #181.

Jeppson Wealth Management first reported a position in PINE in Q3 2022 and has held it in 6 quarters since. 141 funds tracked by Wall St. Rank hold PINE as of Q1 2026.

  • Jeppson Wealth Management held 15,731 shares of Alpine Income Property Trust worth $283K as of Q1 2026.
  • Jeppson Wealth Management bought 390 Alpine Income Property Trust shares in Q1 2026, an estimated $7.24K.
  • Alpine Income Property Trust made up 0.09% of Jeppson Wealth Management's portfolio in Q1 2026, its #181 holding.
  • Jeppson Wealth Management first reported a position in Alpine Income Property Trust in Q3 2022 and has held it in 6 quarters since.
  • 141 funds tracked by Wall St. Rank held Alpine Income Property Trust as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.