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PINE

Alpine Income Property Trust

78 hedge funds and large institutions have $131M invested in Alpine Income Property Trust in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less capital invested

Capital invested by funds: $138M → $131M (-$6.33M)

3% less funds holding

Funds holding: 8078 (-2)

3.25% less ownership

Funds ownership: 59.86%56.6% (-3.3%)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

14% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 29

20% less call options, than puts

Call options by funds: $586K | Put options by funds: $736K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
78
Holders Change
-2
Holders Change %
-2.5%
% of All Funds
1.14%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
25
Reduced
29
Closed
10
Calls
$586K
Puts
$736K
Net Calls
-$150K
Net Calls Change
-$335K
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
26
ClariVest Asset Management
California
$891K +$20.6K +1,268 +2%
N
27
Nuveen
North Carolina
$881K +$133K +8,150 +19%
LSV Asset Management
28
LSV Asset Management
Illinois
$765K
Deutsche Bank
29
Deutsche Bank
Germany
$690K +$664K +40,785 New
GWMI
30
Guardian Wealth Management (Illinois)
Illinois
$658K +$18.5K +1,138 +3%
Boston Partners
31
Boston Partners
Massachusetts
$621K -$474K -29,124 -44%
RJA
32
Raymond James & Associates
Florida
$613K -$101K -6,187 -15%
Charles Schwab
33
Charles Schwab
California
$582K
LPL Financial
34
LPL Financial
California
$472K -$16.1K -991 -3%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$434K +$53.1K +3,262 +15%
Bank of America
36
Bank of America
North Carolina
$389K +$112K +6,905 +43%
Asset Management One
37
Asset Management One
Japan
$318K -$38.5K -2,368 -11%
TI
38
Tidal Investments
Wisconsin
$311K +$13K +798 +5%
Barclays
39
Barclays
United Kingdom
$294K +$246K +15,123 +673%
AQR Capital Management
40
AQR Capital Management
Connecticut
$289K -$7.99K -491 -3%
JP Morgan Chase
41
JP Morgan Chase
New York
$275K +$119K +7,307 +81%
UBS Group
42
UBS Group
Switzerland
$275K +$50.2K +3,087 +23%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$273K -$179K -10,979 -40%
DI
44
Diligent Investors
California
$260K +$2.8K +172 +1%
PAG
45
Private Advisor Group
New Jersey
$232K +$3.25K +200 +1%
Nomura Asset Management
46
Nomura Asset Management
Japan
$225K
1CM
47
1492 Capital Management
Wisconsin
$221K
Invesco
48
Invesco
Georgia
$215K +$207K +12,700 New
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$210K -$18.1K -1,115 -8%
Mitsubishi UFJ Asset Management
50
Mitsubishi UFJ Asset Management
Japan
$150K

PINE Hedge Fund Activity: Q4 2023 in Review

78 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Alpine Income Property Trust (PINE) for Q4 2023, worth a combined $131M — down 4.6% from $138M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of PINE and 9 opened new positions — a net loss of 1 holder — while 29 trimmed existing stakes and 25 added.

The largest buyer was Morgan Stanley, adding an estimated $1.24M. The largest seller was Ancora Advisors, cutting an estimated $1.97M.

  • 78 institutional investors held Alpine Income Property Trust (PINE) as of Q4 2023, down from 80 in Q3 2023.
  • Funds reported $131M of Alpine Income Property Trust stock for Q4 2023, down 4.6% quarter-over-quarter.
  • 9 funds opened new Alpine Income Property Trust positions in Q4 2023 and 10 closed out, a net change of -1 holder.
  • The largest Alpine Income Property Trust buyer in Q4 2023 was Morgan Stanley, an estimated $1.24M added.
  • The largest Alpine Income Property Trust seller in Q4 2023 was Ancora Advisors, an estimated $1.97M sold.

Based on aggregated 13F filings for Q4 2023.