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PINE

Alpine Income Property Trust
PINE

83 hedge funds and large institutions have $118M invested in Alpine Income Property Trust in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

6% more funds holding

Funds holding: 78 → 83 (+5)

0.16% more ownership

Funds ownership: 56.6% → 56.76% (+0.16%)

10% less capital invested

Capital invested by funds: $131M → $118M (-$13.1M)

14% less call options, than puts

Call options by funds: $343K | Put options by funds: $399K

20% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 30

Holders
83
Holders Change
+5
Holders Change %
+6.41%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
24
Reduced
30
Closed
8
Calls
$343K
Puts
$399K
Net Calls
-$56K
Net Calls Change
+$94K

Top Buyers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
+$4.03M
2
HA
Heartland Advisors
Wisconsin
+$3.34M
3
SIS
Sound Income Strategies
Florida
+$1.26M
4
CC
Carlson Capital
Texas
+$1.24M
5
KCM
Kennedy Capital Management
Missouri
+$940K

Top Sellers

Rank Fund Capital Flow
1
DDPIC
Deroy & Devereaux Private Investment Counsel
Michigan
-$2.64M
2
UIC
Uniplan Investment Counsel
Wisconsin
-$2.33M
3
TC
Truvestments Capital
Florida
-$1.38M
4
Morgan Stanley
Morgan Stanley
New York
-$1.02M
5
BlackRock
BlackRock
New York
-$694K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$696K -$1.02M -64,619 -59%
LSV Asset Management
27
LSV Asset Management
Illinois
$692K – – –
GWMI
28
Guardian Wealth Management (Illinois)
Illinois
$669K +$76.8K +4,872 +13%
Deutsche Bank
29
Deutsche Bank
Germany
$598K -$26.3K -1,666 -4%
DDPIC
30
Deroy & Devereaux Private Investment Counsel
Michigan
$576K -$2.64M -167,410 -82%
Boston Partners
31
Boston Partners
Massachusetts
$561K – – –
LPL Financial
32
LPL Financial
California
$526K +$103K +6,511 +23%
Charles Schwab
33
Charles Schwab
California
$494K -$32.5K -2,061 -6%
Citadel Advisors
34
Citadel Advisors
Florida
$487K +$502K +31,875 New
RJA
35
Raymond James & Associates
Florida
$440K -$117K -7,451 -21%
JP Morgan Chase
36
JP Morgan Chase
New York
$397K +$153K +9,702 +60%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$301K -$93.5K -5,937 -23%
TI
38
Tidal Investments
Wisconsin
$297K +$16.8K +1,064 +6%
Asset Management One
39
Asset Management One
Japan
$281K – – –
UBS Group
40
UBS Group
Switzerland
$279K +$31.3K +1,984 +12%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$243K -$3.89K -247 -2%
DI
42
Diligent Investors
California
$241K +$5.66K +359 +2%
PAG
43
Private Advisor Group
New Jersey
$213K +$3.61K +229 +2%
Nomura Asset Management
44
Nomura Asset Management
Japan
$203K – – –
1CM
45
1492 Capital Management
Wisconsin
$200K – – –
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$189K – – –
TC
47
Truvestments Capital
Florida
$176K -$1.38M -87,697 -88%
Goldman Sachs
48
Goldman Sachs
New York
$156K +$161K +10,191 New
Mitsubishi UFJ Asset Management
49
Mitsubishi UFJ Asset Management
Japan
$138K – – –
Barclays
50
Barclays
United Kingdom
$135K -$135K -8,562 -49%
1
2
3 4

PINE Hedge Fund Activity: Q1 2024 in Review

83 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Alpine Income Property Trust (PINE) for Q1 2024, worth a combined $118M — down 10% from $131M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PINE positions and 8 closed out — a net gain of 6 holders — while 24 added to existing stakes and 30 trimmed.

The largest buyer was Franklin Resources, adding an estimated $4.03M. The largest seller was Deroy & Devereaux Private Investment Counsel, cutting an estimated $2.64M.

  • 83 institutional investors held Alpine Income Property Trust (PINE) as of Q1 2024, up from 78 in Q4 2023.
  • Funds reported $118M of Alpine Income Property Trust stock for Q1 2024, down 10% quarter-over-quarter.
  • 14 funds opened new Alpine Income Property Trust positions in Q1 2024 and 8 closed out, a net change of +6 holders.
  • The largest Alpine Income Property Trust buyer in Q1 2024 was Franklin Resources, an estimated $4.03M added.
  • The largest Alpine Income Property Trust seller in Q1 2024 was Deroy & Devereaux Private Investment Counsel, an estimated $2.64M sold.

Based on aggregated 13F filings for Q1 2024.