Alpine Income Property Trust Ownership | Who Owns Alpine Income Property Trust?


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Alpine Income Property Trust Ownership Summary


Alpine Income Property Trust is owned by 68.78% institutional investors, 7.57% insiders, and 23.65% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 8.69% 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


TypeName% Inst% Insiders% Retail
StockAlpine Income Property Trust68.78%7.57%23.65%
SectorReal Estate Stocks 73.68%9.54%16.78%
IndustryRetail REIT Stocks 92.56%7.50%-0.06%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock funding, inc. /de1.35M8.69%$28.05M
Sound income strategies1.24M7.95%$25.65M
Blackrock744.58K5.47%$11.59M
Vanguard group754.95K5.33%$12.62M
Vanguard capital management672.58K4.33%$13.96M
Two sigma investments, lp656.76K4.22%$13.63M
Invesco488.46K3.14%$10.14M
Heartland advisors455.18K2.93%$9.45M
Geode capital management402.97K2.59%$8.37M
State street344.24K2.21%$7.15M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Sound income strategies1.24M1.15%$25.65M
Pacific ridge capital partners264.27K1.00%$5.49M
Guardian wealth management79.41K0.81%$1.65M
Truvestments capital209.11K0.64%$4.34M
Keeley-teton advisors285.61K0.56%$4.80M
Heartland advisors455.18K0.42%$9.45M
Wakefield asset management lllp64.66K0.30%$1.34M
Globeflex capital l p73.95K0.20%$1.54M
Jeppson wealth management15.73K0.10%$326.58K
Triumph capital management23.86K0.09%$495.42K

Top Buyers

HolderShares% AssetsChange
Blackrock funding, inc. /de1.35M0.00%293.32K
Lpl financial138.50K0.00%121.25K
Nuveen asset management174.47K0.00%97.91K
Invesco488.46K0.00%94.80K
Los angeles capital management176.47K0.01%93.66K

Top Sellers

HolderShares% AssetsChange
Franklin resources---162.57K
Deprince race & zollo---158.20K
Crossingbridge advisors---112.67K
Alphacentric advisors---112.67K
Millennium management80.15K0.00%-110.11K

New Positions

HolderShares% AssetsChangeValue
Sixth street partners management company55.33K0.00%55.33K$1.15M
Mackenzie financial24.91K0.00%24.91K$517.24K
Gsa capital partners llp18.82K0.02%18.82K$391.00K
Grantham, mayo, van otterloo12.57K0.00%12.57K$261.06K
Mercer global advisors inc /adv4.60K0.00%4.60K$95.45K

Sold Out

HolderChange
Meeder asset management-1.00
Northwestern mutual wealth management-1.00
Capital performance advisors llp-7.00
Root financial partners-18.00
Principal securities-19.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 20261504.90%10,691,50113.61%681.59%964.35%23-23.33%
Mar 31, 202613817.95%9,350,16814.27%652.00%8745.00%30-33.33%
Dec 31, 202562-46.55%5,428,834-32.39%381.20%30-45.45%22-45.00%
Sep 30, 202562-43.64%5,666,310-28.51%391.28%28-44.00%17-51.43%
Jun 30, 2025116-4.13%8,267,768-4.40%581.67%5118.60%38-29.63%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard US Total Market Shares ETF485.44K3.35%11.95K
Vanguard Morn Total Stk Mkt Idx Investor491.18K2.97%36.65K
Vanguard Total Stock Mkt Idx Inv491.18K2.97%36.65K
Vanguard MStar Total Stk Mkt Idx Invest491.18K2.79%-
Invesco KBW Premium Yield Eq REIT ETF483.94K2.75%1.42K
iShares Russell 2000 ETF388.81K2.21%-6.91K
Heartland Value Strategy350.00K2.12%28.08K
Ancora/Thelen Small Mid Cap Core283.24K1.99%-
Heartland Value Investor350.00K1.99%-
Foundry Partners Micro Cap Value264.35K1.94%-

Recent Insider Transactions


DateNameRoleActivityValue
Jul 28, 2026Richardson Andrew C-Sell$40.57K
Jun 25, 2026Richardson Andrew C-Sell$56.52K
May 26, 2026Richardson Andrew C-Sell$29.08K
May 22, 2026Richardson Andrew C-Sell$9.44K
May 08, 2026Richardson Andrew C-Sell$58.04K

Insider Transactions Trends


DateBuySell
2026 Q3-1
2026 Q2-4
2026 Q1-1
2025 Q4-2
2025 Q3101

PINE Ownership FAQ


Who Owns Alpine Income Property Trust?

Alpine Income Property Trust shareholders are primarily institutional investors at 68.78%, followed by 7.57% insiders and 23.65% retail investors. The average institutional ownership in Alpine Income Property Trust's industry, Retail REIT Stocks , is 92.56%, which Alpine Income Property Trust falls below.

Who owns the most shares of Alpine Income Property Trust?

Alpine Income Property Trust’s largest shareholders are Blackrock funding, inc. /de (1.35M shares, 8.69%), Sound income strategies (1.24M shares, 7.95%), and Blackrock (744.58K shares, 5.47%). Together, they hold 22.11% of Alpine Income Property Trust’s total shares outstanding.

Does Blackrock own Alpine Income Property Trust?

Yes, BlackRock owns 5.47% of Alpine Income Property Trust, totaling 744.58K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 11.59M$. In the last quarter, BlackRock decreased its holdings by -15.371K shares, a -2.02% change.

Who is Alpine Income Property Trust’s biggest shareholder by percentage of total assets invested?

Sound income strategies is Alpine Income Property Trust’s biggest shareholder by percentage of total assets invested, with 1.15% of its assets in 1.24M Alpine Income Property Trust shares, valued at 25.65M$.

Who is the top mutual fund holder of Alpine Income Property Trust shares?

Vanguard US Total Market Shares ETF is the top mutual fund holder of Alpine Income Property Trust shares, with 3.35% of its total shares outstanding invested in 485.44K Alpine Income Property Trust shares.

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