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PINE

Alpine Income Property Trust

92 hedge funds and large institutions have $144M invested in Alpine Income Property Trust in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 31 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

19% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 26

15% more funds holding

Funds holding: 8092 (+12)

4.15% more ownership

Funds ownership: 58.83%62.99% (+4.2%)

3% more capital invested

Capital invested by funds: $140M → $144M (+$3.98M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

70% less call options, than puts

Call options by funds: $215K | Put options by funds: $708K

Holders
92
Holders Change
+12
Holders Change %
+15%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
31
Reduced
26
Closed
12
Calls
$215K
Puts
$708K
Net Calls
-$493K
Net Calls Change
-$746K
Name Holding Trade Value Shares
Change
Change in
Stake
Boston Partners
26
Boston Partners
Massachusetts
$1.04M +$64.4K +4,051 +7%
Morgan Stanley
27
Morgan Stanley
New York
$1.02M -$206K -12,956 -17%
ETC
28
Exchange Traded Concepts
Oklahoma
$1.01M -$452K -28,416 -31%
RJA
29
Raymond James & Associates
Florida
$939K -$258K -16,218 -22%
Two Sigma Investments
30
Two Sigma Investments
New York
$847K -$2.16M -135,728 -72%
CAM
31
ClariVest Asset Management
California
$838K +$150K +9,412 +22%
Man Group
32
Man Group
United Kingdom
$790K +$773K +48,589 New
Renaissance Technologies
33
Renaissance Technologies
New York
$777K -$714K -44,900 -48%
LSV Asset Management
34
LSV Asset Management
Illinois
$736K -$41.3K -2,600 -5%
N
35
Nuveen
North Carolina
$714K +$699K +43,965 New
Norges Bank
36
Norges Bank
Norway
$622K +$609K +38,300 New
GWMI
37
Guardian Wealth Management (Illinois)
Illinois
$607K +$54.7K +3,438 +10%
Charles Schwab
38
Charles Schwab
California
$559K +$547K +34,414 New
CC
39
Carlson Capital
Texas
$528K +$517K +32,501 New
BCM
40
Bridgeway Capital Management
Texas
$505K +$494K +31,094 New
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$429K +$420K +26,397 New
PCM
42
Penserra Capital Management
California
$417K +$409K +25,716 New
LPL Financial
43
LPL Financial
California
$409K +$43.3K +2,726 +12%
GC
44
Globeflex Capital
California
$388K -$47.1K -2,960 -11%
Asset Management One
45
Asset Management One
Japan
$337K +$32.7K +2,054 +11%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$318K +$46.8K +2,941 +18%
TI
47
Tidal Investments
Wisconsin
$269K
CIM
48
Cambria Investment Management
California
$262K +$257K +16,131 New
DI
49
Diligent Investors
California
$244K +$2.26K +142 +1%
OAM
50
Oppenheimer Asset Management
New York
$237K +$62.7K +3,946 +37%

PINE Hedge Fund Activity: Q2 2023 in Review

92 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Alpine Income Property Trust (PINE) for Q2 2023, worth a combined $144M — up 2.8% from $140M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new PINE positions and 12 closed out — a net gain of 12 holders — while 31 added to existing stakes and 26 trimmed.

The largest buyer was BlackRock, adding an estimated $10.3M. The largest seller was Millennium Management, exiting entirely with an estimated $6.17M sold.

  • 92 institutional investors held Alpine Income Property Trust (PINE) as of Q2 2023, up from 80 in Q1 2023.
  • Funds reported $144M of Alpine Income Property Trust stock for Q2 2023, up 2.8% quarter-over-quarter.
  • 24 funds opened new Alpine Income Property Trust positions in Q2 2023 and 12 closed out, a net change of +12 holders.
  • The largest Alpine Income Property Trust buyer in Q2 2023 was BlackRock, an estimated $10.3M added.
  • The largest Alpine Income Property Trust seller in Q2 2023 was Millennium Management, an estimated $6.17M sold.

Based on aggregated 13F filings for Q2 2023.