SWA
PINE

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

SOA 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
Q2 		– Sell
-34
Closed -$568 – 916
2025
Q1 		$568 Hold
34
– – ﹤0.01% 781
2024
Q4 		$571 Buy
+34
New +$597 ﹤0.01% 770

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
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
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

SOA Wealth Advisors's PINE Position: Q2 2025 in Review

SOA Wealth Advisors sold out of Alpine Income Property Trust (PINE) in Q2 2025, closing a stake of 34 shares — an estimated $568 sold.

SOA Wealth Advisors first reported a position in PINE in Q4 2024 and held it in 2 quarters. The position peaked at $571 in Q4 2024. 117 funds tracked by Wall St. Rank hold PINE as of Q2 2025.

  • SOA Wealth Advisors reported no remaining Alpine Income Property Trust position as of Q2 2025 after selling out during the quarter.
  • SOA Wealth Advisors sold 34 Alpine Income Property Trust shares in Q2 2025, an estimated $568.
  • SOA Wealth Advisors first reported a position in Alpine Income Property Trust in Q4 2024 and held it in 2 quarters.
  • SOA Wealth Advisors's Alpine Income Property Trust position peaked at $571 in Q4 2024.
  • 117 funds tracked by Wall St. Rank held Alpine Income Property Trust as of Q2 2025.

Based on SOA Wealth Advisors's 13F filing for Q2 2025, filed 18 Jul 2025.