13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
PINE

ALPINE INCOME PPTY TR INC

147 institutions still hold ALPINE INCOME PPTY TR INC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 02083X103·147 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 8.4%
vs prior quarter
13F value held
$128M
65.0% inst. owned
of float
Holders
147
-50 QoQ
filers reporting
Activity
+91 / −70
+822 added · −874 reduced
this quarter
Concentration
17.19%
Sound Income Strategies, LLC #1
top holder share
AI Holders Summary · Q1 2026

147 institutions reported PINE in Q1 2026. Sound Income Strategies, LLC leads at 17.2% of the visible book. -50 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Sound Income Strategies, LLC
CIK 0001730960
$22M1.2M1.06%Q1 202602
BlackRock, Inc.
CIK 0002012383
$19M1.1M0.00%Q1 202603
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$11M619K0.00%Q1 202604
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$11M602K0.01%Q1 202605
HEARTLAND ADVISORS INC
CIK 0000937394
$8M464K0.42%Q4 202506
Invesco Ltd.
CIK 0000914208
$7M394K0.00%Q1 202607
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$6M334K0.00%Q1 202608
STATE STREET CORP
CIK 0000093751
$5M281K0.00%Q1 202609
Pacific Ridge Capital Partners, LLC
CIK 0001591546
$5M266K1.04%Q1 202610
Keeley-Teton Advisors, LLC
CIK 0001700530
$5M286K0.58%Q1 202511
State of New Jersey Common Pension Fund D
CIK 0001483066
$4M209K0.01%Q1 202612
Truvestments Capital LLC
CIK 0001750405
$4M204K0.66%Q1 202613
GABELLI FUNDS LLC
CIK 0001081407
$4M201K0.02%Q1 202614
MILLENNIUM MANAGEMENT LLC
CIK 0001273087
$3M190K0.00%Q1 202615
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$3M186K0.00%Q1 202616
KENNEDY CAPITAL MANAGEMENT LLC
CIK 0000884589
$3M152K0.06%Q1 202617
MORGAN STANLEY
CIK 0000895421
$2M125K0.00%Q1 202618
Nuveen, LLC
CIK 0001871926
$2M125K0.00%Q1 202619
RENAISSANCE TECHNOLOGIES LLC
CIK 0001037389
$2M121K0.00%Q1 202620
Point72 Asset Management, L.P.
CIK 0001603466
$2M110K0.00%Q1 2026
Page 1 of 8
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