KPWS
PINE

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

Kestra Private Wealth 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
Q2 		$444K Buy
21,390
+3,718
+21% +$72.2K ﹤0.01% 1311
2026
Q1 		$318K Buy
+17,672
New +$328K ﹤0.01% 1430

Other funds holding PINE

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
GWMI
Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
FWA
Fulcrum Wealth Advisors Bellevue, Washington $131M AUM
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

Kestra Private Wealth Services's PINE Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Alpine Income Property Trust (PINE) stake by 21% in Q2 2026, buying an estimated $72.2K and bringing the position to 21,390 shares worth $444K. The position accounts for ﹤0.01% of the portfolio, ranked #1311.

Kestra Private Wealth Services first reported a position in PINE in Q1 2026 and has held it in 2 quarters since. 32 funds tracked by Wall St. Rank hold PINE as of Q2 2026.

  • Kestra Private Wealth Services held 21,390 shares of Alpine Income Property Trust worth $444K as of Q2 2026.
  • Kestra Private Wealth Services bought 3,718 Alpine Income Property Trust shares in Q2 2026, an estimated $72.2K.
  • Alpine Income Property Trust made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1311 holding.
  • Kestra Private Wealth Services first reported a position in Alpine Income Property Trust in Q1 2026 and has held it in 2 quarters since.
  • 32 funds tracked by Wall St. Rank held Alpine Income Property Trust as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.