We are live on ! Find out more
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
BlackRock
1
BlackRock
New York
$13.5M +$10.3M +650,088 +360%
Vanguard Group
2
Vanguard Group
Pennsylvania
$11.5M -$386K -24,273 -3%
Russell Investments Group
3
Russell Investments Group
United Kingdom
$9.14M +$3.12M +196,346 +54%
JCG
4
John C. Goff
$8.69M
SIS
5
Sound Income Strategies
Florida
$8.05M +$839K +52,751 +12%
AA
6
Ancora Advisors
Ohio
$7.28M +$230K +14,480 +3%
HA
7
Heartland Advisors
Wisconsin
$6.5M
KCM
8
Kennedy Capital Management
Missouri
$6.12M -$8.22K -517 -0.1%
DRZID
9
DePrince Race & Zollo Inc (DRZ)
Florida
$5.6M +$1.86M +117,129 +51%
PRCP
10
Pacific Ridge Capital Partners
Oregon
$5.55M +$273K +17,182 +5%
KTA
11
Keeley-Teton Advisors
Illinois
$5.2M +$134K +8,423 +3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$4.67M +$2.69M +169,341 +143%
PI
13
Putnam Investments
Massachusetts
$4.28M +$530K +33,311 +14%
UIC
14
Uniplan Investment Counsel
Wisconsin
$4.15M -$22.2K -1,396 -0.5%
Franklin Resources
15
Franklin Resources
California
$3.56M +$413K +26,000 +13%
DDPIC
16
Deroy & Devereaux Private Investment Counsel
Michigan
$3.4M +$161K +10,105 +5%
FP
17
Foundry Partners
Minnesota
$3.3M -$60.4K -3,800 -2%
State of New Jersey Common Pension Fund D
18
State of New Jersey Common Pension Fund D
New Jersey
$3.3M +$795K +50,000 +33%
State Street
19
State Street
Massachusetts
$2.71M +$1.85M +116,086 +230%
TC
20
Truvestments Capital
Florida
$1.82M +$99.7K +6,271 +6%
Northern Trust
21
Northern Trust
Illinois
$1.75M +$1.26M +79,441 +280%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$1.7M +$490K +30,835 +42%
Two Sigma Advisers
23
Two Sigma Advisers
New York
$1.24M -$1.26M -79,100 -51%
Balyasny Asset Management
24
Balyasny Asset Management
Illinois
$1.12M -$380K -23,867 -26%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$1.07M +$119K +7,491 +13%

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.