ALPINE INCOME PPTY TR INC (PINE)
Institutional ownership reported to the SEC as of Q2 2026, across 27 quarters.
140
Reporting holders
$220.7M
Reported value
59.9%
Of shares outstanding
0.7%
Held as options
+7
Holder change
Institutions report 10,553,778 shares against 17,620,712 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $28.0M | 1,351,047 | 0.00% | 8q | +27.7%+$6.1M |
| Sound Income Strategies, LLC | $25.7M | 1,235,594 | 1.15% | 14q | +2.1%+$536.4K |
| VANGUARD CAPITAL MANAGEMENT LLC | $14.0M | 672,575 | 0.00% | 2q | +8.7%+$1.1M |
| TWO SIGMA INVESTMENTS, LP | $13.6M | 656,764 | 0.01% | 9q | +9.0%+$1.1M |
| Invesco Ltd. | $10.1M | 488,457 | 0.00% | 11q | +24.1%+$2.0M |
| HEARTLAND ADVISORS INC | $9.4M | 455,175 | 0.42% | 17q | +5.4%+$482.8K |
| GEODE CAPITAL MANAGEMENT, LLC | $8.4M | 402,974 | 0.00% | 25q | +20.7%+$1.4M |
| STATE STREET CORP | $7.1M | 344,236 | 0.00% | 25q | +22.6%+$1.3M |
| Pacific Ridge Capital Partners, LLC | $5.5M | 264,271 | 1.00% | 27q | -0.8%-$42.5K |
| GABELLI FUNDS LLC | $5.0M | 241,668 | 0.03% | 5q | +20.2%+$844.4K |
| Truvestments Capital LLC | $4.3M | 209,111 | 0.64% | 8q | +2.3%+$96.2K |
| State of New Jersey Common Pension Fund D | $4.3M | 208,703 | 0.01% | 27q | HELD |
| DIMENSIONAL FUND ADVISORS LP | $4.1M | 197,908 | 0.00% | 19q | +6.5%+$251.0K |
| MARSHALL WACE, LLP | $4.0M | 191,371 | 0.00% | 3q | +90.8%+$1.9M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $3.7M | 176,466 | 0.01% | 9q | +113.1%+$1.9M |
| RENAISSANCE TECHNOLOGIES LLC | $3.6M | 174,000 | 0.00% | 9q | +43.6%+$1.1M |
| KENNEDY CAPITAL MANAGEMENT LLC | $3.1M | 148,817 | 0.05% | 27q | -1.9%-$60.4K |
| LPL Financial LLC | $2.9M | 138,502 | 0.00% | 22q | +702.7%+$2.5M |
| MORGAN STANLEY | $2.9M | 138,319 | 0.00% | 27q | +10.8%+$280.2K |
| NORTHERN TRUST CORP | $2.5M | 120,444 | 0.00% | 25q | +22.9%+$466.4K |
| UBS Group AG | $2.3M | 113,076 | 0.00% | 27q | +20.2%+$393.9K |
| GOLDMAN SACHS GROUP INC | $2.3M | 109,706 | 0.00% | 8q | +10.5%+$215.5K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2.2M | 104,709 | 0.00% | 2q | +37.5%+$593.3K |
| CITADEL ADVISORS LLC | $2.0M | 52,763 | 0.00% | 10q | +9.8%+$176.3K |
| EXCHANGE TRADED CONCEPTS, LLC | $1.9M | 93,110 | 0.00% | 20q | +139.8%+$1.1M |
| VANGUARD FIDUCIARY TRUST CO | $1.9M | 92,866 | 0.00% | 2q | +5.1%+$93.8K |
| RAYMOND JAMES FINANCIAL INC | $1.9M | 91,429 | 0.00% | 7q | +141.4%+$1.1M |
| Bank of New York Mellon Corp | $1.8M | 87,319 | 0.00% | 25q | +5.6%+$95.7K |
| BLAIR WILLIAM & CO/IL | $1.7M | 83,693 | 0.00% | 2q | +45.5%+$543.5K |
| D. E. Shaw & Co., Inc. | $1.7M | 83,282 | 0.00% | 8q | -3.8%-$69.2K |
| MILLENNIUM MANAGEMENT LLC | $1.7M | 80,146 | 0.00% | 2q | -57.9%-$2.3M |
| Guardian Wealth Management, Inc. | $1.6M | 79,412 | 0.81% | 19q | +7.5%+$115.1K |
| GLOBEFLEX CAPITAL L P | $1.5M | 73,955 | 0.20% | 9q | HELD |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $1.5M | 73,737 | 0.01% | 8q | -9.1%-$154.1K |
| Qube Research & Technologies Ltd | $1.4M | 66,848 | 0.00% | 7q | +20.9%+$240.1K |
| SEGALL BRYANT & HAMILL, LLC | $1.3M | 64,994 | 0.02% | 2q | +38.2%+$372.8K |
| Wakefield Asset Management LLLP | $1.3M | 64,661 | 0.30% | 2q | +1.5%+$19.4K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $1.3M | 61,560 | 0.00% | 2q | +437.2%+$1.0M |
| AQR CAPITAL MANAGEMENT LLC | $1.3M | 61,489 | 0.00% | 4q | +45.6%+$399.7K |
| HSBC HOLDINGS PLC | $1.3M | 60,957 | 0.00% | 7q | +28.5%+$280.9K |
| Russell Investments Group, Ltd. | $1.2M | 56,269 | 0.00% | 27q | +15.8%+$159.1K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.1M | 55,326 | 0.00% | 13q | +55.5%+$409.9K |
| Sixth Street Partners Management Company, L.P. | $1.1M | 55,326 | 0.00% | new | NEW |
| Nuveen, LLC | $993.9K | 47,877 | 0.00% | 6q | -61.6%-$1.6M |
| Cambria Investment Management, L.P. | $889.4K | 42,843 | 0.04% | 8q | +24.1%+$172.8K |
| WELLS FARGO & COMPANY/MN | $808.1K | 38,928 | 0.00% | 25q | -33.1%-$400.5K |
| DEUTSCHE BANK AG\ | $798.6K | 38,469 | 0.00% | 11q | +16.6%+$113.7K |
| FMR LLC | $783.4K | 37,738 | 0.00% | 18q | +13.1%+$90.8K |
| XTX Topco Ltd | $697.8K | 33,614 | 0.01% | 2q | +21.6%+$124.0K |
| GAMCO INVESTORS, INC. ET AL | $623.6K | 30,040 | 0.01% | 5q | HELD |
| Point72 Asset Management, L.P. | $579.5K | 27,912 | 0.00% | 2q | -74.5%-$1.7M |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $572.7K | 27,587 | 0.00% | 8q | +9.4%+$49.1K |
| State of Wyoming | $528.8K | 25,472 | 0.05% | 2q | +258.9%+$381.5K |
| Campbell & CO Investment Adviser LLC | $526.2K | 25,347 | 0.03% | 2q | +38.1%+$145.2K |
| MACKENZIE FINANCIAL CORP | $517.2K | 24,915 | 0.00% | new | NEW |
| JANE STREET GROUP, LLC | $506.5K | options only | 0.00% | 9q | OPTIONS |
| Tidal Investments LLC | $497.4K | 23,958 | 0.00% | 18q | HELD |
| Triumph Capital Management | $495.4K | 23,864 | 0.09% | 3q | +11.0%+$49.0K |
| RHUMBLINE ADVISERS | $484.7K | 23,347 | 0.00% | 13q | +26.4%+$101.1K |
| Kestra Advisory Services, LLC | $477.5K | 23,000 | 0.00% | 4q | HELD |
| Odyssean, LLC | $466.6K | 22,474 | 0.08% | new | NEW |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $444.1K | 21,390 | 0.00% | 2q | +21.0%+$77.2K |
| Jump Financial, LLC | $432.3K | 20,823 | 0.00% | 3q | +63.7%+$168.3K |
| NOMURA ASSET MANAGEMENT CO LTD | $425.6K | 20,500 | 0.00% | 18q | HELD |
| STIFEL FINANCIAL CORP | $411.1K | 19,805 | 0.00% | 7q | +3.7%+$14.7K |
| ALLIANCEBERNSTEIN L.P. | $390.4K | 21,690 | 0.00% | 5q | +33.1%+$97.2K |
| Hillsdale Investment Management Inc. | $388.2K | 18,700 | 0.01% | 2q | HELD |
| AMERIPRISE FINANCIAL INC | $378.3K | 18,224 | 0.00% | 8q | -51.1%-$395.5K |
| MARTINGALE ASSET MANAGEMENT L P | $353.4K | 17,021 | 0.01% | 8q | +1.8%+$6.3K |
| Engineers Gate Manager LP | $334.6K | 16,118 | 0.00% | 2q | -39.5%-$218.8K |
| JEPPSON WEALTH MANAGEMENT, LLC | $326.6K | 15,731 | 0.10% | 5q | HELD |
| OSAIC HOLDINGS, INC. | $311.4K | 14,999 | 0.00% | 5q | -1.9%-$5.9K |
| Asset Management One Co., Ltd. | $293.7K | 14,147 | 0.00% | 20q | HELD |
| Sterling Capital Management LLC | $278.8K | 13,432 | 0.00% | 8q | -0.9%-$2.5K |
| Cetera Investment Advisers | $270.9K | 13,048 | 0.00% | 2q | +10.1%+$25.0K |
| FULCRUM WEALTH ADVISORS, LLC | $261.7K | 12,604 | 0.20% | new | NEW |
| Grantham, Mayo, Van Otterloo & Co. LLC | $261.1K | 12,575 | 0.00% | new | NEW |
| Mitsubishi UFJ Asset Management Co., Ltd. | $249.5K | 12,016 | 0.00% | 20q | +33.3%+$62.3K |
| Sumitomo Mitsui Trust Group, Inc. | $245.6K | 11,832 | 0.00% | 20q | +13.9%+$29.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $242.9K | options only | 0.00% | 2q | OPTIONS |
| Diligent Investors, LLC | $240.2K | 11,570 | 0.05% | 19q | +1.5%+$3.6K |
| Abel Hall, LLC | $219.5K | 10,573 | 0.04% | 2q | +0.8%+$1.6K |
| Teton Advisors, LLC | $207.6K | 10,000 | 0.12% | new | NEW |
| MetLife Investment Management, LLC | $201.3K | 9,695 | 0.00% | 13q | +24.1%+$39.1K |
| JPMORGAN CHASE & CO | $198.7K | 9,347 | 0.00% | 19q | +69.1%+$81.2K |
| PNC Financial Services Group, Inc. | $169.7K | 8,172 | 0.00% | 12q | +75.8%+$73.1K |
| ROYAL BANK OF CANADA | $167.0K | 8,015 | 0.00% | 23q | +70.1%+$68.8K |
| Eurizon Capital SGR S.p.A. | $160.7K | 7,554 | 0.00% | 3q | HELD |
| HUNTINGTON NATIONAL BANK | $157.4K | 7,582 | 0.00% | 3q | HELD |
| CITIGROUP INC | $156.4K | 7,532 | 0.00% | 16q | +705.6%+$137.0K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $148.7K | 7,161 | 0.00% | 9q | +14.3%+$18.6K |
| Resona Asset Management Co.,Ltd. | $113.6K | 5,354 | 0.00% | 10q | HELD |
| Daiwa Securities Group Inc. | $111.6K | 5,375 | 0.00% | 20q | +7.3%+$7.6K |
| Vanguard Global Advisers, LLC | $109.1K | 5,257 | 0.00% | 2q | HELD |
| NEW YORK STATE COMMON RETIREMENT FUND | $103.9K | 5,007 | 0.00% | 13q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $95.5K | 4,598 | 0.00% | new | NEW |
| Police & Firemen's Retirement System of New Jersey | $83.8K | 4,037 | 0.00% | 7q | HELD |
| VIRTUS ADVISERS, LLC | $79.7K | 3,840 | 0.03% | 2q | -4.0%-$3.3K |
| BARCLAYS PLC | $77.7K | 3,742 | 0.00% | 16q | +9.6%+$6.8K |
| STRS OHIO | $51.9K | 2,500 | 0.00% | 19q | HELD |
Showing the largest 100 of 149 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 140 | $220.7M | 10,553,778 | 19 | 70 | 22 | 0.7% |
| Q1 2026 | 133 | $168.2M | 9,291,496 | 26 | 52 | 28 | 0.5% |
| Q4 2025 | 108 | $135.8M | 8,044,624 | 10 | 43 | 36 | 0.3% |
| Q3 2025 | 106 | $110.3M | 7,851,286 | 13 | 34 | 34 | 0.0% |
| Q2 2025 | 104 | $118.9M | 8,064,051 | 9 | 37 | 30 | 0.2% |
| Q1 2025 | 106 | $139.9M | 8,411,645 | 9 | 29 | 47 | 0.5% |
| Q4 2024 | 107 | $144.4M | 8,578,492 | 16 | 46 | 22 | 0.2% |
| Q3 2024 | 96 | $149.4M | 8,227,913 | 25 | 31 | 23 | 0.1% |
| Q2 2024 | 79 | $118.3M | 7,566,385 | 9 | 27 | 25 | 0.5% |
| Q1 2024 | 76 | $117.7M | 7,655,285 | 12 | 23 | 24 | 0.6% |
| Q4 2023 | 70 | $123.5M | 7,255,035 | 5 | 23 | 22 | 0.6% |
| Q3 2023 | 69 | $127.8M | 7,762,290 | 4 | 28 | 20 | 0.6% |
| Q2 2023 | 78 | $133.3M | 8,178,681 | 19 | 30 | 19 | 0.3% |
| Q1 2023 | 67 | $122.0M | 7,231,421 | 8 | 36 | 12 | 0.2% |
| Q4 2022 | 61 | $107.5M | 5,621,671 | 12 | 22 | 13 | 0.2% |
| Q3 2022 | 73 | $108.0M | 6,614,871 | 11 | 24 | 19 | 0.6% |
| Q2 2022 | 67 | $118.7M | 6,591,815 | 6 | 24 | 27 | 0.5% |
| Q1 2022 | 68 | $123.7M | 6,578,189 | 8 | 25 | 20 | 0.0% |
| Q4 2021 | 64 | $131.9M | 6,582,603 | 8 | 26 | 16 | 0.0% |
| Q3 2021 | 60 | $113.2M | 6,164,587 | 12 | 16 | 20 | 0.0% |
| Q2 2021 | 61 | $114.8M | 6,035,389 | 13 | 27 | 15 | 0.0% |
| Q1 2021 | 63 | $84.4M | 4,863,000 | 12 | 21 | 20 | 0.0% |
| Q4 2020 | 55 | $64.2M | 4,283,687 | 10 | 20 | 15 | 0.0% |
| Q3 2020 | 48 | $63.8M | 4,101,384 | 3 | 17 | 16 | 0.0% |
| Q2 2020 | 49 | $68.1M | 4,197,171 | 25 | 8 | 12 | 0.0% |
| Q1 2020 | 36 | $48.6M | 3,948,622 | 10 | 14 | 11 | 0.0% |
| Q4 2019 | 30 | $68.8M | 3,617,759 | 29 | 0 | 0 | 0.0% |