Alpine Income Property Trust Ownership | Who Owns Alpine Income Property Trust?
Alpine Income Property Trust Ownership Summary
Alpine Income Property Trust is owned by 65.25% institutional investors, 8.42% insiders, and 26.32% retail investors. Sound income strategies is the largest institutional shareholder, holding 7.95% of PINE shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 3.35% of its assets in Alpine Income Property Trust shares.
PINE Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Alpine Income Property Trust | 65.25% | 8.42% | 26.32% |
| Sector | Real Estate Stocks | 49.59% | 9.70% | 40.71% |
| Industry | Retail REIT Stocks | 70.29% | 7.60% | 22.12% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Sound income strategies | 1.24M | 7.95% | $25.65M |
| Blackrock funding, inc. /de | 1.06M | 7.38% | $19.04M |
| Blackrock | 744.58K | 5.47% | $11.59M |
| Vanguard group | 754.95K | 5.33% | $12.62M |
| Two sigma investments, lp | 602.47K | 4.20% | $10.84M |
| Heartland advisors | 431.92K | 3.01% | $7.77M |
| Invesco | 393.66K | 2.75% | $7.09M |
| Geode capital management | 333.91K | 2.33% | $6.01M |
| Keeley-teton advisors | 285.61K | 2.08% | $4.80M |
| State street | 280.69K | 1.96% | $5.05M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Sound income strategies | 1.24M | 1.15% | $25.65M |
| Pacific ridge capital partners | 266.32K | 1.04% | $4.79M |
| Guardian wealth management | 79.41K | 0.81% | $1.65M |
| Truvestments capital | 204.48K | 0.66% | $3.68M |
| Keeley-teton advisors | 285.61K | 0.56% | $4.80M |
| Heartland advisors | 431.92K | 0.40% | $7.77M |
| Wakefield asset management lllp | 63.73K | 0.30% | $1.15M |
| Globeflex capital l p | 73.95K | 0.20% | $1.33M |
| Triumph capital management | 23.86K | 0.09% | $495.42K |
| Jeppson wealth management | 15.73K | 0.09% | $283.16K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Two sigma investments, lp | 602.47K | 0.01% | 451.80K |
| Millennium management | 190.25K | 0.00% | 190.25K |
| Point72 asset management | 109.54K | 0.00% | 109.54K |
| Nuveen asset management | 174.47K | 0.00% | 97.91K |
| Vanguard fiduciary trust | 88.35K | 0.00% | 88.35K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 1.06M | 0.00% | -207.23K |
| Franklin resources | - | - | -162.57K |
| Deprince race & zollo | - | - | -158.20K |
| Crossingbridge advisors | - | - | -112.67K |
| Alphacentric advisors | - | - | -112.67K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Millennium management | 190.25K | 0.00% | 190.25K | $3.42M |
| Point72 asset management | 109.54K | 0.00% | 109.54K | $1.97M |
| Vanguard fiduciary trust | 88.35K | 0.00% | 88.35K | $1.59M |
| Wakefield asset management lllp | 63.73K | 0.30% | 63.73K | $1.15M |
| Blair william & co/il | 57.52K | 0.00% | 57.52K | $1.04M |
Sold Out
| Holder | Change |
|---|---|
| Northwestern mutual wealth management | -1.00 |
| Meeder asset management | -1.00 |
| Capital performance advisors llp | -7.00 |
| Principal securities | -19.00 |
| Clearstead advisors | -24.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 138 | 17.95% | 9,350,168 | 14.27% | 65 | 2.00% | 87 | 45.00% | 30 | -33.33% |
| Dec 31, 2025 | 62 | -46.55% | 5,428,834 | -32.39% | 38 | 1.20% | 30 | -45.45% | 22 | -45.00% |
| Sep 30, 2025 | 62 | -43.64% | 5,666,310 | -28.51% | 39 | 1.28% | 28 | -44.00% | 17 | -51.43% |
| Jun 30, 2025 | 116 | -4.13% | 8,267,768 | -4.40% | 58 | 1.67% | 51 | 18.60% | 38 | -29.63% |
| Mar 31, 2025 | 4 | -96.61% | 87,556 | -99.00% | - | 0.01% | 1 | -98.63% | 3 | -88.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 485.44K | 3.35% | 11.95K |
| Vanguard Total Stock Mkt Idx Inv | 491.18K | 2.97% | 36.65K |
| Invesco KBW Premium Yield Eq REIT ETF | 449.64K | 2.72% | - |
| iShares Russell 2000 ETF | 399.83K | 2.42% | 2.38K |
| Heartland Value Strategy | 350.00K | 2.12% | 28.08K |
| Heartland Value Investor | 350.00K | 2.12% | 28.08K |
| Ancora/Thelen Small Mid Cap Core | 283.24K | 1.99% | - |
| Foundry Partners Micro Cap Value | 264.35K | 1.94% | - |
| Keeley Small Cap Dividend Value I | 226.16K | 1.59% | -7.43K |
| Pacific Ridge Capital Ptnrs Micro Cp Val | 229.18K | 1.39% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 25, 2026 | Richardson Andrew C | - | Sell | $56.52K |
| May 26, 2026 | Richardson Andrew C | - | Sell | $29.08K |
| May 22, 2026 | Richardson Andrew C | - | Sell | $9.44K |
| May 08, 2026 | Richardson Andrew C | - | Sell | $58.04K |
| Mar 31, 2026 | Richardson Andrew C | - | Sell | $49.88K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | - | - |
| 2026 Q2 | - | 4 |
| 2026 Q1 | - | 1 |
| 2025 Q4 | - | 2 |
| 2025 Q3 | 10 | 1 |
PINE Ownership FAQ
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