RFP
PINE

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
Q2 		– Sell
-18
Closed -$324 – 2410
2026
Q1 		$324 Buy
+18
New +$334 ﹤0.01% 3008

Other funds holding PINE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Root Financial Partners's PINE Position: Q2 2026 in Review

Root Financial Partners sold out of Alpine Income Property Trust (PINE) in Q2 2026, closing a stake of 18 shares — an estimated $324 sold.

Root Financial Partners first reported a position in PINE in Q1 2026 and held it in 1 quarter. The position peaked at $324 in Q1 2026. 145 funds tracked by Wall St. Rank hold PINE as of Q2 2026.

  • Root Financial Partners reported no remaining Alpine Income Property Trust position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 18 Alpine Income Property Trust shares in Q2 2026, an estimated $324.
  • Root Financial Partners first reported a position in Alpine Income Property Trust in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Alpine Income Property Trust position peaked at $324 in Q1 2026.
  • 145 funds tracked by Wall St. Rank held Alpine Income Property Trust as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.