Alpine Income Property Trust, Inc.: which funds bought and sold

Institutions that bought and sold Alpine Income Property Trust shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 92 institutions that filed 13F reports for both quarters added to or opened positions in Alpine Income Property Trust, and 33 cut or closed them. Together they added a net 1.2M shares, +13.2% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 205K shares (+9.6%); index fund managers were net buyers of 560K shares (+21.5%). 17 opened a new position and 11 sold out entirely.

Bought, Q2 2026 92 institutions, 17 of them new holders Sold, Q2 2026 33 institutions, 11 of them sold out

Net change, all compared +1.2M shares (+13.2%)

Net change, active managers +205K shares (+9.6%), 16 bought, 9 sold

Buyers versus sellers

institutions compared, 155

92 bought 30 33 sold

Active managers and hedge funds 16 bought · 9 sold · +205K

Index fund managers 9 bought · 0 sold · +560K

Other institutions 67 bought · 24 sold · +476K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Blackrock, Inc. Index funds	+293K +27.7%	1.4M	$28M
LPL Financial LLC	+121K +702.7%	139K	$2.9M
Invesco Ltd.	+95K +24.1%	488K	$10.1M
Los Angeles Capital Management LLC Active manager	+94K +113.1%	176K	$3.7M
Marshall Wace, LLP Hedge fund	+91K +90.8%	191K	$4M
Geode Capital Management, LLC Index funds	+69K +20.7%	403K	$8.4M
State Street Corp Index funds	+64K +22.6%	344K	$7.1M
Two Sigma Investments, LP Hedge fund	+54K +9.0%	657K	$13.6M
Vanguard Capital Management LLC Index funds	+54K +8.7%	673K	$14M
Raymond James Financial Inc	+54K +141.4%	91K	$1.9M
Renaissance Technologies LLC Hedge fund	+53K +43.6%	174K	$3.6M
Arrowstreet Capital, Limited Partnership Hedge fund	+50K +437.2%	62K	$1.3M
Gabelli Funds LLC Active manager	+41K +20.2%	242K	$5M
Vanguard Portfolio Management LLC Index funds	+29K +37.5%	105K	$2.2M
Blair William & Co	+26K +45.5%	84K	$1.7M
Sound Income Strategies, LLC	+26K +2.1%	1.2M	$25.7M
Mackenzie Financial Corp	+25K New position	25K	$517,235
Heartland Advisors Inc	+23K +5.4%	455K	$9.4M
Odyssean, LLC	+22K New position	22K	$466,560
Northern Trust Corp Index funds	+22K +22.9%	120K	$2.5M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Los Angeles Capital Management LLC Active manager	+94K +113.1%	176K	$3.7M
Marshall Wace, LLP Hedge fund	+91K +90.8%	191K	$4M
Two Sigma Investments, LP Hedge fund	+54K +9.0%	657K	$13.6M
Renaissance Technologies LLC Hedge fund	+53K +43.6%	174K	$3.6M
Arrowstreet Capital, Limited Partnership Hedge fund	+50K +437.2%	62K	$1.3M
Gabelli Funds LLC Active manager	+41K +20.2%	242K	$5M
AQR Capital Management LLC Hedge fund	+19K +45.6%	61K	$1.3M
Segall Bryant & Hamill, LLC Active manager	+18K +38.2%	65K	$1.3M
Grantham, Mayo, Van Otterloo & Co. LLC Active manager	+13K New position	13K	$261,057
Qube Research & Technologies Ltd Hedge fund	+12K +20.9%	67K	$1.4M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Millennium Management LLC Hedge fund	−110K −57.9%	80K	$1.7M
Point72 Asset Management, L.P. Hedge fund	−82K −74.5%	28K	$579,453
Nuveen, LLC	−77K −61.6%	48K	$993,927
Jane Street Group, LLC	−66K Sold out	0	—
Quadrature Capital Ltd Hedge fund	−18K Sold out	0	—
Brevan Howard Capital Management LP Hedge fund	−16K Sold out	0	—
Bank Of America Corp	−12K Sold out	0	—
Susquehanna International Group, LLP	−11K Sold out	0	—
Foundations Investment Advisors, LLC	−11K Sold out	0	—
Engineers Gate Manager LP Hedge fund	−11K −39.5%	16K	$334,610
Jacobs Levy Equity Management, Inc Active manager	−7,421 −9.1%	74K	$1.5M
LSV Asset Management Active manager	−6,800 −14.5%	40K	$830,000
Penserra Capital Management LLC	−6,539 −9.3%	64K	$1.3M
D. E. Shaw & Co., Inc. Hedge fund	−3,332 −3.8%	83K	$1.7M
Kennedy Capital Management LLC Active manager	−2,909 −1.9%	149K	$3.1M
Pacific Ridge Capital Partners, LLC	−2,049 −0.8%	264K	$5.5M
Advisory Services Network, LLC	−1,223 Sold out	0	—
NISA Investment Advisors, LLC	−617 Sold out	0	—
Simplex Trading, LLC	−558 Sold out	0	—
Essential Partners LLC	−532 −84.4%	98	$2,034

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Millennium Management LLC Hedge fund	−110K −57.9%	80K	$1.7M
Point72 Asset Management, L.P. Hedge fund	−82K −74.5%	28K	$579,453
Quadrature Capital Ltd Hedge fund	−18K Sold out	0	—
Brevan Howard Capital Management LP Hedge fund	−16K Sold out	0	—
Engineers Gate Manager LP Hedge fund	−11K −39.5%	16K	$334,610
Jacobs Levy Equity Management, Inc Active manager	−7,421 −9.1%	74K	$1.5M
LSV Asset Management Active manager	−6,800 −14.5%	40K	$830,000
D. E. Shaw & Co., Inc. Hedge fund	−3,332 −3.8%	83K	$1.7M
Kennedy Capital Management LLC Active manager	−2,909 −1.9%	149K	$3.1M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Mackenzie Financial Corp	25K	$517,235
Odyssean, LLC	22K	$466,560
Gsa Capital Partners LLP	19K	$391,000
Fulcrum Wealth Advisors, LLC	13K	$261,656
Grantham, Mayo, Van Otterloo & Co. LLCActive manager	13K	$261,057
Teton Advisors, LLC	10K	$207,600
Amova Asset Management Americas, Inc.	1,489	$30,852
Signaturefd, LLC	492	$10,214
Integrated Wealth Concepts LLC	411	$8,531
Heritage Wealth Advisors	400	$8,304

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Jane Street Group, LLC	66K	$1.2M
Quadrature Capital LtdHedge fund	18K	$324,396
Brevan Howard Capital Management LPHedge fund	16K	$287,640
Bank Of America Corp	12K	$211,500
Susquehanna International Group, LLP	11K	$201,690
Foundations Investment Advisors, LLC	11K	$191,152
Advisory Services Network, LLC	1,223	$22,010
NISA Investment Advisors, LLC	617	$11,106
Simplex Trading, LLC	558	$10,044
Mai Capital Management	42	$756

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 145
Ten largest holders: 57.4%
Index fund managers: 29.7%
Active managers and hedge funds: 22.1%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	16	9	2	2	+205K	+9.6%
Index fund managers	9	0	0	0	+560K	+21.5%
Other institutions	67	24	15	9	+476K	+10.2%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Alpine Income Property Trust.

Only managers that filed a holdings report for both quarters are compared (155 here). 3 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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