PINE

Alpine Income Property Trust
PINE

Overview Fund Activity

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
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

1
Franklin Resources
Franklin Resources
California
$7.26M
2
HA
Heartland Advisors
Wisconsin
$9.35M
3
SIS
Sound Income Strategies
Florida
$9.99M
4
CC
Carlson Capital
Texas
$1.2M
5
KCM
Kennedy Capital Management
Missouri
$5.81M

Top Sellers

1
DDPIC
Deroy & Devereaux Private Investment Counsel
Michigan
$576K
2
UIC
Uniplan Investment Counsel
Wisconsin
$1.49M
3
TC
Truvestments Capital
Florida
$176K
4
Morgan Stanley
Morgan Stanley
New York
$696K
5
BlackRock
BlackRock
New York
$11.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$696K -$987K -64,619 -59%
LSV Asset Management
27
LSV Asset Management
Illinois
$692K – – –
GWM
28
Guardian Wealth Management
Illinois
$669K +$74.4K +4,872 +13%
Deutsche Bank
29
Deutsche Bank
Germany
$598K -$25.5K -1,666 -4%
DDPIC
30
Deroy & Devereaux Private Investment Counsel
Michigan
$576K -$2.56M -167,410 -82%
Boston Partners
31
Boston Partners
Massachusetts
$561K – – –
LPL Financial
32
LPL Financial
California
$526K +$99.5K +6,511 +23%
Charles Schwab
33
Charles Schwab
California
$494K -$31.5K -2,061 -6%
Citadel Advisors
34
Citadel Advisors
Florida
$487K +$487K +31,875 New
RJA
35
Raymond James & Associates
Florida
$440K -$114K -7,451 -21%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$397K +$148K +9,702 +60%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$301K -$90.6K -5,937 -23%
TI
38
Tidal Investments
Wisconsin
$297K +$16.3K +1,064 +6%
Asset Management One
39
Asset Management One
Japan
$281K – – –
UBS Group
40
UBS Group
Switzerland
$279K +$30.3K +1,984 +12%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$243K -$3.77K -247 -2%
DI
42
Diligent Investors
California
$241K +$5.49K +359 +2%
PAG
43
Private Advisor Group
New Jersey
$213K +$3.5K +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 -$1.34M -87,697 -88%
Goldman Sachs
48
Goldman Sachs
New York
$156K +$156K +10,191 New
Mitsubishi UFJ Asset Management
49
Mitsubishi UFJ Asset Management
Japan
$138K – – –
Barclays
50
Barclays
United Kingdom
$134K -$130K -8,562 -49%
1
2
3 4