PS
PINE

Principal Securities’s Alpine Income Property Trust PINE Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-19
Closed -$269 – 2921
2025
Q3 		$269 Hold
19
– – ﹤0.01% 3623
2025
Q2 		$279 Hold
19
– – ﹤0.01% 3569
2025
Q1 		$319 Hold
19
– – ﹤0.01% 3413
2024
Q4 		$319 Hold
19
– – ﹤0.01% 3408
2024
Q3 		$346 Hold
19
– – ﹤0.01% 3325
2024
Q2 		$296 Hold
19
– – ﹤0.01% 3267
2024
Q1 		$290 Hold
19
– – ﹤0.01% 3207
2023
Q4 		$321 Buy
+19
New +$309 ﹤0.01% 3108

Other funds holding PINE

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Principal Securities's PINE Position: Q4 2025 in Review

Principal Securities sold out of Alpine Income Property Trust (PINE) in Q4 2025, closing a stake of 19 shares — an estimated $269 sold.

Principal Securities first reported a position in PINE in Q4 2023 and held it in 8 quarters. The position peaked at $346 in Q3 2024. 117 funds tracked by Wall St. Rank hold PINE as of Q4 2025.

  • Principal Securities reported no remaining Alpine Income Property Trust position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 19 Alpine Income Property Trust shares in Q4 2025, an estimated $269.
  • Principal Securities first reported a position in Alpine Income Property Trust in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Alpine Income Property Trust position peaked at $346 in Q3 2024.
  • 117 funds tracked by Wall St. Rank held Alpine Income Property Trust as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.