VIA
PINE

Virtus Investment Advisers’s Alpine Income Property Trust PINE Stock Holding History

Virtus Investment Advisers’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
-5,600
Closed -$94K – 640
2024
Q4 		$94K Buy
+5,600
New +$98.3K 0.07% 267

Other funds holding PINE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 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 $3.38T AUM 44.17% 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 $551M AUM 49.99% 1-Year Est. Return

Virtus Investment Advisers's PINE Position: Q1 2025 in Review

Virtus Investment Advisers sold out of Alpine Income Property Trust (PINE) in Q1 2025, closing a stake of 5,600 shares — an estimated $94K sold.

Virtus Investment Advisers first reported a position in PINE in Q4 2024 and held it in 1 quarter. The position peaked at $94K in Q4 2024. 119 funds tracked by Wall St. Rank hold PINE as of Q1 2025.

  • Virtus Investment Advisers reported no remaining Alpine Income Property Trust position as of Q1 2025 after selling out during the quarter.
  • Virtus Investment Advisers sold 5,600 Alpine Income Property Trust shares in Q1 2025, an estimated $94K.
  • Virtus Investment Advisers first reported a position in Alpine Income Property Trust in Q4 2024 and held it in 1 quarter.
  • Virtus Investment Advisers's Alpine Income Property Trust position peaked at $94K in Q4 2024.
  • 119 funds tracked by Wall St. Rank held Alpine Income Property Trust as of Q1 2025.

Based on Virtus Investment Advisers's 13F filing for Q1 2025, filed 15 May 2025.