Kestra Advisory Services’s Alpine Income Property Trust PINE Stock Holding History

Kestra Advisory Services’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 Q3	$443K	Buy	25,530 +2,530	+11%	+$49.4K	﹤0.01%	2618
2026 Q2	$477K	Hold	23,000	–	–	﹤0.01%	2382
2026 Q1	$414K	Sell	23,000 -2,995	-12%	-$55.6K	﹤0.01%	2376
2025 Q4	$435K	Buy	25,995 +1,000	+4%	+$15.6K	﹤0.01%	2252
2025 Q3	$354K	Buy	+24,995	New	+$365K	﹤0.01%	2312

Other funds holding PINE

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

GWMI

Guardian Wealth Management (Illinois) Peoria, Illinois $196M AUM 16.26% 1-Year Est. Return

AlphaCentric Advisors San Juan, Puerto Rico $113M AUM 27.37% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Jeppson Wealth Management Manhattan Beach, California $350M AUM 26.62% 1-Year Est. Return

Kestra Advisory Services's PINE Position: Q3 2026 in Review

Kestra Advisory Services increased its Alpine Income Property Trust (PINE) stake by 11% in Q3 2026, buying an estimated $49.4K and bringing the position to 25,530 shares worth $443K. The position accounts for ﹤0.01% of the portfolio, ranked #2618.

Kestra Advisory Services first reported a position in PINE in Q3 2025 and has held it in 5 quarters since. The position peaked at $477K in Q2 2026. 41 funds tracked by Wall St. Rank hold PINE as of Q3 2026.

Kestra Advisory Services held 25,530 shares of Alpine Income Property Trust worth $443K as of Q3 2026.
Kestra Advisory Services bought 2,530 Alpine Income Property Trust shares in Q3 2026, an estimated $49.4K.
Alpine Income Property Trust made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2618 holding.
Kestra Advisory Services first reported a position in Alpine Income Property Trust in Q3 2025 and has held it in 5 quarters since.
Kestra Advisory Services's Alpine Income Property Trust position peaked at $477K in Q2 2026.
41 funds tracked by Wall St. Rank held Alpine Income Property Trust as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.