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
Q2 		$327K Hold
15,731
– – 0.1% 184
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

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

Jeppson Wealth Management's PINE Position: Q2 2026 in Review

Jeppson Wealth Management held its Alpine Income Property Trust (PINE) position steady in Q2 2026 at 15,731 shares worth $327K. The position accounts for 0.1% of the portfolio, ranked #184.

Jeppson Wealth Management first reported a position in PINE in Q3 2022 and has held it in 7 quarters since. 145 funds tracked by Wall St. Rank hold PINE as of Q2 2026.

  • Jeppson Wealth Management held 15,731 shares of Alpine Income Property Trust worth $327K as of Q2 2026.
  • Jeppson Wealth Management left its Alpine Income Property Trust share count unchanged in Q2 2026.
  • Alpine Income Property Trust made up 0.1% of Jeppson Wealth Management's portfolio in Q2 2026, its #184 holding.
  • Jeppson Wealth Management first reported a position in Alpine Income Property Trust in Q3 2022 and has held it in 7 quarters since.
  • 145 funds tracked by Wall St. Rank held Alpine Income Property Trust as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.