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Alpine Income Ppty Tr shares owned by UMA Financial Services

Quarter-by-quarter ownership of Alpine Income Ppty Tr (PINE) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Alpine Income Ppty Tr

Tip: Access up to 7 years of quarterly data

All positions including Alpine Income Ppty Tr held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Alpine Income Ppty Tr by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.8k 225 16.72
2025-06-30 $2.5k 169 14.71

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

Top funds holding Alpine Income Ppty Tr

BlackRock
Sound Income Strategies
Vanguard Group
Heartland Advisors
Invesco
Geode Capital Management
State Street Corporation
Pacific Ridge Capital Partners
State of New Jersey Common Pension Fund D
Gabelli Funds
Truvestments Capital
Dimensional Fund Advisors
Kennedy Capital Management
AlphaCentric Advisors
Crossingbridge Advisors

View all funds holding Alpine Income Ppty Tr