Alpine Income Property Trust Ownership | Who Owns Alpine Income Property Trust?
Alpine Income Property Trust Ownership Summary
Alpine Income Property Trust is owned by 58.21% institutional investors, 9.00% insiders, and 32.79% retail investors. Sound income strategies is the largest institutional shareholder, holding 7.93% 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 | 58.21% | 9.00% | 32.79% |
| Sector | Real Estate Stocks | 70.14% | 9.14% | 20.72% |
| Industry | Retail REIT Stocks | 82.88% | 8.28% | 8.83% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Sound income strategies | 1.13M | 7.93% | $15.00M |
| Blackrock funding, inc. /de | 1.07M | 7.52% | $15.71M |
| Blackrock | 744.58K | 5.47% | $11.59M |
| Vanguard group | 733.80K | 5.34% | $12.32M |
| Heartland advisors | 630.75K | 4.59% | $10.59M |
| Russell investments group | 332.99K | 2.42% | $5.59B |
| Geode capital management | 310.02K | 2.26% | $5.21M |
| Keeley-teton advisors | 285.61K | 2.08% | $4.80M |
| State street | 281.23K | 2.05% | $4.72M |
| Pacific ridge capital partners | 279.53K | 1.97% | $4.11M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Alphacentric advisors | 91.98K | 1.54% | $1.54M |
| Crossingbridge advisors | 112.67K | 1.46% | $1.67M |
| Pacific ridge capital partners | 279.53K | 0.98% | $4.11M |
| Sound income strategies | 1.13M | 0.82% | $15.00M |
| Truvestments capital | 198.67K | 0.58% | $2.92M |
| Guardian wealth management | 59.63K | 0.58% | $877.11K |
| Heartland advisors | 630.75K | 0.58% | $10.59M |
| Keeley-teton advisors | 285.61K | 0.56% | $4.80M |
| Cottage street advisors | 25.52K | 0.20% | $375.36K |
| Clarivest asset management | 54.30K | 0.09% | $844.89K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Gabelli funds | 246.13K | 0.03% | 246.13K |
| Nuveen asset management | 174.47K | 0.00% | 97.91K |
| Alphacentric advisors | 91.98K | 1.54% | 91.98K |
| Sound income strategies | 1.13M | 0.82% | 79.12K |
| Penserra capital management | 68.84K | 0.01% | 68.84K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Kennedy capital management | 150.48K | 0.05% | -186.35K |
| Deprince race & zollo | - | - | -158.20K |
| Franklin resources | 235.22K | 0.00% | -152.91K |
| Russell investments group | 332.99K | 0.01% | -125.38K |
| Uniplan investment counsel | - | - | -97.35K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Gabelli funds | 246.13K | 0.03% | 246.13K | $3.62M |
| Alphacentric advisors | 91.98K | 1.54% | 91.98K | $1.54M |
| Penserra capital management | 68.84K | 0.01% | 68.84K | $1.01M |
| Man group | 66.53K | 0.00% | 66.53K | $1.12M |
| Gamco investors, inc. et al | 31.76K | 0.00% | 31.76K | $467.20K |
Sold Out
| Holder | Change |
|---|---|
| Northwestern mutual wealth management | -1.00 |
| Capital performance advisors llp | -7.00 |
| Stephens consulting | -25.00 |
| Soa wealth advisors, llc. | -34.00 |
| Coldstream capital management | -46.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 69 | -35.51% | 6,506,419 | -21.77% | 47 | 1.29% | 37 | -40.32% | 18 | -30.77% |
| Sep 30, 2024 | 107 | 24.42% | 8,317,531 | 8.82% | 60 | 1.92% | 62 | 55.00% | 26 | -10.34% |
| Jun 30, 2024 | 85 | -1.16% | 7,643,637 | -1.06% | 56 | 1.76% | 39 | 5.41% | 29 | -6.45% |
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 | 455.74K | 3.22% | -10.04K |
| Heartland Value Investor | 422.98K | 2.99% | - |
| iShares Russell 2000 ETF | 293.53K | 2.07% | - |
| Pacific Ridge Capital Ptnrs Micro Cp Val | 277.75K | 2.04% | -16.05K |
| 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 |
| Keeley Gabelli Small Cap Dividend I | 220.01K | 1.55% | -6.16K |
| Kennedy Small Cap Value | 197.23K | 1.36% | -28.78K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 11, 2025 | Greathouse Steven Robert | SVP & Chief Investment Officer | Buy | $10.00K |
| Aug 27, 2025 | Richardson Andrew C | - | Sell | $15.00K |
| Aug 06, 2025 | Smith Daniel Earl | SVP, GEN COUNSEL & CORP SECRET | Buy | $49.36K |
| Aug 06, 2025 | Greathouse Steven Robert | SVP - INVESTMENTS | Buy | $50.08K |
| Aug 06, 2025 | Albright John P | PRESIDENT AND CEO | Buy | $49.70K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | - |
| 2025 Q3 | 10 | 1 |
| 2025 Q2 | - | - |
| 2025 Q1 | - | 2 |
| 2024 Q4 | - | 4 |
PINE Ownership FAQ
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