Alpine Income Property Trust Ownership | Who Owns Alpine Income Property Trust?
Alpine Income Property Trust Ownership Summary
Alpine Income Property Trust is owned by 60.52% institutional investors, 8.63% insiders, and 30.85% retail investors. Vanguard group is the largest institutional shareholder, holding 5.53% of PINE shares. Heartland Value Investor is the top mutual fund, with 3.67% of its assets in Alpine Income Property Trust shares.
PINE Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Alpine Income Property Trust | 60.52% | 8.63% | 30.85% |
| Sector | Real Estate Stocks | 66.62% | 8.14% | 25.24% |
| Industry | Retail REIT Stocks | 76.66% | 8.21% | 15.13% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 752.75K | 5.53% | $11.71M |
| Blackrock | 744.58K | 5.47% | $11.59M |
| Sound income strategies | 734.77K | 5.39% | $11.43M |
| Heartland advisors | 634.85K | 4.66% | $9.88M |
| Russell investments group | 478.00K | 3.51% | $7.44M |
| Kennedy capital management | 404.96K | 2.97% | $6.30M |
| Franklin resources | 395.23K | 2.90% | $6.15M |
| Geode capital management | 322.11K | 2.36% | $5.01M |
| Keeley-teton advisors | 307.41K | 2.26% | $4.78M |
| Ancora advisors | 305.53K | 2.24% | $4.75M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Pacific ridge capital partners | 299.44K | 1.12% | $4.66M |
| Sound income strategies | 734.77K | 0.71% | $11.43M |
| Keeley-teton advisors | 307.41K | 0.61% | $4.78M |
| Heartland advisors | 634.85K | 0.55% | $9.88M |
| Guardian wealth management | 45.68K | 0.54% | $710.79K |
| Foundry partners | 177.78K | 0.15% | $2.77M |
| Kennedy capital management | 404.96K | 0.13% | $6.30M |
| Ancora advisors | 305.53K | 0.12% | $4.75M |
| Deprince race & zollo | 255.65K | 0.09% | $3.98M |
| Clarivest asset management | 54.30K | 0.09% | $844.89K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Sound income strategies | 734.77K | 0.71% | 80.72K |
| Renaissance | 41.56K | 0.00% | 41.56K |
| Kennedy capital management | 404.96K | 0.13% | 24.49K |
| Heartland advisors | 634.85K | 0.55% | 22.95K |
| Los angeles capital management | 22.61K | 0.00% | 22.61K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Uniplan investment counsel | - | - | -97.35K |
| Franklin resources | 395.23K | 0.00% | -79.92K |
| Carlson capital l p | - | - | -77.77K |
| State of new jersey common pension fund d | 173.70K | 0.01% | -70.30K |
| Jpmorgan chase | 5.58K | - | -20.40K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Renaissance | 41.56K | 0.00% | 41.56K | $646.66K |
| Los angeles capital management | 22.61K | 0.00% | 22.61K | $351.87K |
| Millennium management | 19.34K | 0.00% | 19.34K | $300.98K |
| Two sigma investments, lp | 15.90K | 0.00% | 15.90K | $247.44K |
| Jane street group | 13.75K | - | 13.75K | $213.97K |
Sold Out
| Holder | Change |
|---|---|
| Northwestern mutual wealth management | -1.00 |
| Avion wealth | -32.00 |
| Cornerstone planning group | -56.00 |
| Advisor group | -102.00 |
| Nelson, van denburg & campbell wealth management group | -608.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2024 | 86 | 6.17% | 7,725,502 | 0.33% | 56 | 1785307.47% | 37 | 5.71% | 31 | 6.90% |
| Dec 31, 2023 | 81 | -1.22% | 7,699,763 | -8.45% | - | 0.00% | 35 | -2.78% | 29 | 16.00% |
| Sep 30, 2023 | 82 | -14.58% | 8,410,013 | -5.10% | 60 | 1.51% | 36 | -34.55% | 25 | -3.85% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Heartland Value Investor | 500.00K | 3.67% | - |
| Vanguard Total Stock Mkt Idx Inv | 467.07K | 3.27% | -18.37K |
| iShares Russell 2000 ETF | 323.79K | 2.27% | -728.00 |
| 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 | 244.50K | 1.79% | -7.68K |
| Kennedy Small Cap Value | 239.07K | 1.75% | 15.91K |
| Vanguard Institutional Extnd Mkt Idx Tr | 214.50K | 1.50% | -1.92K |
| Putnam U.S. Small Cap Value Equity | 164.48K | 1.15% | -3.10K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 22, 2024 | Elias Wein Rachel | - | Sell | $36.00K |
| Nov 20, 2024 | Richardson Andrew C | - | Sell | $8.82K |
| Nov 21, 2024 | Richardson Andrew C | - | Sell | $8.87K |
| Nov 14, 2024 | Richardson Andrew C | - | Sell | $17.76K |
| Sep 30, 2024 | Richardson Andrew C | - | Sell | $18.15K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 4 |
| 2024 Q3 | 2 | 1 |
| 2024 Q2 | 5 | - |
| 2024 Q1 | - | 1 |
| 2023 Q4 | - | - |
PINE Ownership FAQ
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