Root Financial Partners
PINE icon

Root Financial Partners’s Alpine Income Property Trust PINE Stock Holding History

Root Financial Partners’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 		$573 Buy
+33
New +$644 ﹤0.01% 3178
2026
Q2 		– Sell
-18
Closed -$324 – 2410
2026
Q1 		$324 Buy
+18
New +$334 ﹤0.01% 3008

Other funds holding PINE

Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
GWMI
Guardian Wealth Management (Illinois) Peoria, Illinois $196M AUM 16.26% 1-Year Est. Return
AlphaCentric Advisors
AlphaCentric Advisors San Juan, Puerto Rico $113M AUM 27.37% 1-Year Est. Return
Wakefield Asset Management
Wakefield Asset Management Englewood, Colorado $437M AUM 35.92% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Root Financial Partners's PINE Position: Q3 2026 in Review

Root Financial Partners opened a new position in Alpine Income Property Trust (PINE) in Q3 2026: 33 shares worth $573. The stake represents ﹤0.01% of the portfolio and ranks #3178 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PINE as recently as Q1 2026.

Root Financial Partners first reported a position in PINE in Q1 2026 and has held it in 2 quarters since. 63 funds tracked by Wall St. Rank hold PINE as of Q3 2026.

  • Root Financial Partners held 33 shares of Alpine Income Property Trust worth $573 as of Q3 2026.
  • Alpine Income Property Trust was a new Root Financial Partners position in Q3 2026.
  • Alpine Income Property Trust made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3178 holding.
  • Root Financial Partners first reported a position in Alpine Income Property Trust in Q1 2026 and has held it in 2 quarters since.
  • 63 funds tracked by Wall St. Rank held Alpine Income Property Trust as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.