SLWA
PINE

San Luis Wealth Advisors’s Alpine Income Property Trust PINE Stock Holding History

San Luis Wealth Advisors’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
Q1 		– Sell
-43,021
Closed -$722K – 156
2024
Q4 		$722K Buy
+43,021
New +$755K 0.14% 82

Other funds holding PINE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 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
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 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
KTA
Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

San Luis Wealth Advisors's PINE Position: Q1 2025 in Review

San Luis Wealth Advisors sold out of Alpine Income Property Trust (PINE) in Q1 2025, closing a stake of 43,021 shares — an estimated $722K sold.

San Luis Wealth Advisors first reported a position in PINE in Q4 2024 and held it in 1 quarter. The position peaked at $722K in Q4 2024. 119 funds tracked by Wall St. Rank hold PINE as of Q1 2025.

  • San Luis Wealth Advisors reported no remaining Alpine Income Property Trust position as of Q1 2025 after selling out during the quarter.
  • San Luis Wealth Advisors sold 43,021 Alpine Income Property Trust shares in Q1 2025, an estimated $722K.
  • San Luis Wealth Advisors first reported a position in Alpine Income Property Trust in Q4 2024 and held it in 1 quarter.
  • San Luis Wealth Advisors's Alpine Income Property Trust position peaked at $722K in Q4 2024.
  • 119 funds tracked by Wall St. Rank held Alpine Income Property Trust as of Q1 2025.

Based on San Luis Wealth Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.