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BOLTON SECURITIES CORPORATION’s Alpine Income Property Trust PINE Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		– Sell
-5,000
Closed -$104K – 2320
2026
Q2 		$104K Hold
5,000
– – ﹤0.01% 1105
2026
Q1 		$90K Buy
+5,000
New +$92.9K ﹤0.01% 1059

Other funds holding PINE

Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Heartland Advisors
Heartland Advisors Milwaukee, Wisconsin $2.08B AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's PINE Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION sold out of Alpine Income Property Trust (PINE) in Q3 2026, closing a stake of 5,000 shares — an estimated $104K sold.

BOLTON SECURITIES CORPORATION first reported a position in PINE in Q1 2026 and held it in 2 quarters. The position peaked at $104K in Q2 2026. 84 funds tracked by Wall St. Rank hold PINE as of Q3 2026.

  • BOLTON SECURITIES CORPORATION reported no remaining Alpine Income Property Trust position as of Q3 2026 after selling out during the quarter.
  • BOLTON SECURITIES CORPORATION sold 5,000 Alpine Income Property Trust shares in Q3 2026, an estimated $104K.
  • BOLTON SECURITIES CORPORATION first reported a position in Alpine Income Property Trust in Q1 2026 and held it in 2 quarters.
  • BOLTON SECURITIES CORPORATION's Alpine Income Property Trust position peaked at $104K in Q2 2026.
  • 84 funds tracked by Wall St. Rank held Alpine Income Property Trust as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.