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PINE

Alpine Income Property Trust

86 hedge funds and large institutions have $119M invested in Alpine Income Property Trust in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $345K | Put options by funds: $218K

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

4% more funds holding

Funds holding: 8386 (+3)

1% more capital invested

Capital invested by funds: $118M → $119M (+$875K)

0.61% less ownership

Funds ownership: 56.76%56.16% (-0.61%)

10% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 31

Holders
86
Holders Change
+3
Holders Change %
+3.61%
% of All Funds
1.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
28
Reduced
31
Closed
10
Calls
$345K
Puts
$218K
Net Calls
+$127K
Net Calls Change
+$183K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$11.7M -$43K -2,809 -0.4%
BlackRock
2
BlackRock
New York
$11.6M -$235K -15,371 -2%
SIS
3
Sound Income Strategies
Florida
$11.4M +$1.24M +80,725 +12%
HA
4
Heartland Advisors
Wisconsin
$9.88M +$351K +22,950 +4%
Russell Investments Group
5
Russell Investments Group
United Kingdom
$7.44M -$237K -15,506 -3%
KCM
6
Kennedy Capital Management
Missouri
$6.3M +$375K +24,490 +6%
Franklin Resources
7
Franklin Resources
California
$6.15M -$1.22M -79,918 -17%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$5.01M -$14.7K -962 -0.3%
KTA
9
Keeley-Teton Advisors
Illinois
$4.78M +$302K +19,752 +7%
AA
10
Ancora Advisors
Ohio
$4.75M -$196K -12,780 -4%
PRCP
11
Pacific Ridge Capital Partners
Oregon
$4.66M -$196K -12,801 -4%
DRZID
12
DePrince Race & Zollo Inc (DRZ)
Florida
$3.98M -$59.4K -3,884 -1%
State Street
13
State Street
Massachusetts
$3.57M -$27.3K -1,785 -0.8%
FP
14
Foundry Partners
Minnesota
$2.77M -$34.4K -2,250 -1%
State of New Jersey Common Pension Fund D
15
State of New Jersey Common Pension Fund D
New Jersey
$2.7M -$1.08M -70,297 -29%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$1.82M +$128K +8,332 +8%
Northern Trust
17
Northern Trust
Illinois
$1.54M -$75.8K -4,956 -5%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$1.48M +$72.3K +4,723 +5%
CC
19
Carlson Capital
Texas
$1.21M -$13.8K -900 -1%
N
20
Nuveen
North Carolina
$1.07M +$257K +16,790 +32%
BCM
21
Bridgeway Capital Management
Texas
$1.05M
Boston Partners
22
Boston Partners
Massachusetts
$893K +$316K +20,668 +56%
ETC
23
Exchange Traded Concepts
Oklahoma
$858K -$213K -13,905 -20%
CAM
24
ClariVest Asset Management
California
$845K +$23.2K +1,516 +3%
Citadel Advisors
25
Citadel Advisors
Florida
$823K +$322K +21,032 +66%

PINE Hedge Fund Activity: Q2 2024 in Review

86 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Alpine Income Property Trust (PINE) for Q2 2024, worth a combined $119M — up 0.74% from $118M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new PINE positions and 10 closed out — a net gain of 3 holders — while 28 added to existing stakes and 31 trimmed.

The largest buyer was Sound Income Strategies, adding an estimated $1.24M. The largest seller was Uniplan Investment Counsel, exiting entirely with an estimated $1.49M sold.

  • 86 institutional investors held Alpine Income Property Trust (PINE) as of Q2 2024, up from 83 in Q1 2024.
  • Funds reported $119M of Alpine Income Property Trust stock for Q2 2024, up 0.74% quarter-over-quarter.
  • 13 funds opened new Alpine Income Property Trust positions in Q2 2024 and 10 closed out, a net change of +3 holders.
  • The largest Alpine Income Property Trust buyer in Q2 2024 was Sound Income Strategies, an estimated $1.24M added.
  • The largest Alpine Income Property Trust seller in Q2 2024 was Uniplan Investment Counsel, an estimated $1.49M sold.

Based on aggregated 13F filings for Q2 2024.