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 Q1	$324	Buy	+18	New	+$334	﹤0.01%	3008

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

Root Financial Partners's PINE Position: Q1 2026 in Review

Root Financial Partners opened a new position in Alpine Income Property Trust (PINE) in Q1 2026: 18 shares worth $324. The stake represents ﹤0.01% of the portfolio and ranks #3008 among its holdings.

141 funds tracked by Wall St. Rank hold PINE as of Q1 2026.

Root Financial Partners held 18 shares of Alpine Income Property Trust worth $324 as of Q1 2026.
Alpine Income Property Trust was a new Root Financial Partners position in Q1 2026.
Alpine Income Property Trust made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3008 holding.
141 funds tracked by Wall St. Rank held Alpine Income Property Trust as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.