Sound Income Strategies’s Alpine Income Property Trust PINE Stock Holding History

Sound Income Strategies’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	$25.7M	Buy	1,235,594 +25,836	+2%	+$502K	1.15%	16
2026 Q1	$21.9M	Sell	1,209,758 -6,736	-0.6%	-$125K	1.06%	21
2025 Q4	$21.3M	Buy	1,216,494 +90,320	+8%	+$1.41M	1.01%	24
2025 Q3	$15M	Buy	1,126,174 +79,119	+8%	+$1.16M	0.82%	43
2025 Q2	$15.4M	Buy	1,047,055 +96,519	+10%	+$1.49M	0.88%	41
2025 Q1	$15.9M	Buy	950,536 +83,620	+10%	+$1.38M	0.94%	35
2024 Q4	$14.6M	Buy	866,916 +71,488	+9%	+$1.26M	0.9%	31
2024 Q3	$14.5M	Buy	795,428 +60,659	+8%	+$1.06M	0.93%	36
2024 Q2	$11.4M	Buy	734,769 +80,725	+12%	+$1.24M	0.71%	41
2024 Q1	$9.99M	Buy	654,044 +79,969	+14%	+$1.26M	0.75%	45
2023 Q4	$9.71M	Buy	574,075 +40,536	+8%	+$660K	0.81%	42
2023 Q3	$8.73M	Buy	533,539 +37,998	+8%	+$639K	0.74%	40
2023 Q2	$8.05M	Buy	495,541 +52,751	+12%	+$839K	0.83%	40
2023 Q1	$7.45M	Buy	+442,790	New	+$8.22M	0.81%	44

Other funds holding PINE

GWMI

Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

FWA

Fulcrum Wealth Advisors Bellevue, Washington $131M AUM

Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

Sound Income Strategies's PINE Position: Q2 2026 in Review

Sound Income Strategies increased its Alpine Income Property Trust (PINE) stake by 2.1% in Q2 2026, buying an estimated $502K and bringing the position to 1,235,594 shares worth $25.7M. The position accounts for 1.15% of the portfolio, ranked #16.

Sound Income Strategies first reported a position in PINE in Q1 2023 and has held it in 14 quarters since. 32 funds tracked by Wall St. Rank hold PINE as of Q2 2026.

Sound Income Strategies held 1,235,594 shares of Alpine Income Property Trust worth $25.7M as of Q2 2026.
Sound Income Strategies bought 25,836 Alpine Income Property Trust shares in Q2 2026, an estimated $502K.
Alpine Income Property Trust made up 1.15% of Sound Income Strategies's portfolio in Q2 2026, its #16 holding.
Sound Income Strategies first reported a position in Alpine Income Property Trust in Q1 2023 and has held it in 14 quarters since.
32 funds tracked by Wall St. Rank held Alpine Income Property Trust as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.