LPL Financial
PINE

LPL Financial’s Alpine Income Property Trust PINE Stock Holding History

LPL Financial’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 		$311K Buy
17,255
+4,572
+36% +$84.9K ﹤0.01% 5170
2025
Q4 		$212K Buy
12,683
+2,328
+22% +$36.4K ﹤0.01% 5403
2025
Q3 		$147K Sell
10,355
-24,468
-70% -$357K ﹤0.01% 5429
2025
Q2 		$512K Buy
34,823
+962
+3% +$14.8K ﹤0.01% 4372
2025
Q1 		$566K Buy
33,861
+2,224
+7% +$36.8K ﹤0.01% 4054
2024
Q4 		$531K Sell
31,637
-1,786
-5% -$31.4K ﹤0.01% 4044
2024
Q3 		$608K Sell
33,423
-987
-3% -$17.2K ﹤0.01% 3833
2024
Q2 		$535K Buy
34,410
+11
+0% +$168 ﹤0.01% 3820
2024
Q1 		$526K Buy
34,399
+6,511
+23% +$103K ﹤0.01% 3742
2023
Q4 		$472K Sell
27,888
-991
-3% -$16.1K ﹤0.01% 3711
2023
Q3 		$472K Buy
28,879
+3,734
+15% +$62.8K ﹤0.01% 3538
2023
Q2 		$409K Buy
25,145
+2,726
+12% +$43.3K ﹤0.01% 3607
2023
Q1 		$377K Buy
22,419
+2,311
+11% +$42.9K ﹤0.01% 3566
2022
Q4 		$384K Buy
20,108
+2,421
+14% +$43.8K ﹤0.01% 3480
2022
Q3 		$287K Buy
17,687
+24
+0.1% +$431 ﹤0.01% 3628
2022
Q2 		$317K Sell
17,663
-180
-1% -$3.32K ﹤0.01% 3585
2022
Q1 		$335K Buy
17,843
+2,351
+15% +$45.2K ﹤0.01% 3503
2021
Q4 		$310K Buy
15,492
+2,579
+20% +$48.2K ﹤0.01% 3660
2021
Q3 		$237K Buy
12,913
+211
+2% +$4.02K ﹤0.01% 3832
2021
Q2 		$242K Buy
12,702
+2,009
+19% +$36.8K ﹤0.01% 3765
2021
Q1 		$186K Buy
+10,693
New +$181K ﹤0.01% 3786

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

LPL Financial's PINE Position: Q1 2026 in Review

LPL Financial increased its Alpine Income Property Trust (PINE) stake by 36% in Q1 2026, buying an estimated $84.9K and bringing the position to 17,255 shares worth $311K. The position accounts for ﹤0.01% of the portfolio, ranked #5170.

LPL Financial first reported a position in PINE in Q1 2021 and has held it in 21 quarters since. The position peaked at $608K in Q3 2024. 141 funds tracked by Wall St. Rank hold PINE as of Q1 2026.

  • LPL Financial held 17,255 shares of Alpine Income Property Trust worth $311K as of Q1 2026.
  • LPL Financial bought 4,572 Alpine Income Property Trust shares in Q1 2026, an estimated $84.9K.
  • Alpine Income Property Trust made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5170 holding.
  • LPL Financial first reported a position in Alpine Income Property Trust in Q1 2021 and has held it in 21 quarters since.
  • LPL Financial's Alpine Income Property Trust position peaked at $608K in Q3 2024.
  • 141 funds tracked by Wall St. Rank held Alpine Income Property Trust as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.