Marshall Wace’s Alpine Income Property Trust PINE Stock Holding History

Marshall Wace’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	$1.81M	Buy	100,289 +74,674	+292%	+$1.39M	﹤0.01%	1843
2025 Q4	$428K	Buy	+25,615	New	+$400K	﹤0.01%	2306
2025 Q3	–	Sell	-20,211	Closed	-$297K	–	3289
2025 Q2	$297K	Sell	20,211 -6,279	-24%	-$96.9K	﹤0.01%	2328
2025 Q1	$443K	Sell	26,490 -26,067	-50%	-$431K	﹤0.01%	2125
2024 Q4	$882K	Buy	52,557 +12,843	+32%	+$225K	﹤0.01%	1786
2024 Q3	$723K	Buy	+39,714	New	+$692K	﹤0.01%	1786
2023 Q2	–	Sell	-21,942	Closed	-$369K	–	2870
2023 Q1	$369K	Sell	21,942 -59,835	-73%	-$1.11M	﹤0.01%	2223
2022 Q4	$1.56M	Buy	+81,777	New	+$1.48M	﹤0.01%	1857
2021 Q2	–	Sell	-17,067	Closed	-$296K	–	2984
2021 Q1	$296K	Buy	+17,067	New	+$290K	﹤0.01%	2134
2020 Q2	–	Sell	-1,399	Closed	-$17K	–	1861
2020 Q1	$17K	Buy	+1,399	New	+$24K	﹤0.01%	1524

Other funds holding PINE

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Marshall Wace's PINE Position: Q1 2026 in Review

Marshall Wace increased its Alpine Income Property Trust (PINE) stake by 292% in Q1 2026, buying an estimated $1.39M and bringing the position to 100,289 shares worth $1.81M. The position accounts for ﹤0.01% of the portfolio, ranked #1843.

Marshall Wace first reported a position in PINE in Q1 2020 and has held it in 10 quarters since. 141 funds tracked by Wall St. Rank hold PINE as of Q1 2026.

Marshall Wace held 100,289 shares of Alpine Income Property Trust worth $1.81M as of Q1 2026.
Marshall Wace bought 74,674 Alpine Income Property Trust shares in Q1 2026, an estimated $1.39M.
Alpine Income Property Trust made up ﹤0.01% of Marshall Wace's portfolio in Q1 2026, its #1843 holding.
Marshall Wace first reported a position in Alpine Income Property Trust in Q1 2020 and has held it in 10 quarters since.
141 funds tracked by Wall St. Rank held Alpine Income Property Trust as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.