PINE Alpine Income Property Trust, Inc.
Executive Summary
Institutional 13F filings for Q3 2024 show a small cluster of mixed activity in PINE, with Citadel increasing its stake by $968K to $1.8M and Invesco trimming $127K. Total net buying of ~$862K across 6 funds is immaterial relative to the company's market cap, suggesting no strong institutional conviction shift.
Key Financial Metrics
Institutional Positions
Net institutional flow: $862.1K
▲ Buyers (4)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Citadel | ADD | +86% | $1.8M | $968.0K |
| Cwm | DOUBLED | +380% | $2.00 | $2.00 |
| Pnc Financial Services Group | DOUBLED | +112.1% | $62.0K | $37.0K |
| Legal & General Group | ADD | +30.1% | $22.0K | $8.0K |
▼ Sellers (2)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Invesco | TRIM | -30.5% | $678.0K | -$127.1K |
| Nisa Investment Advisors | TRIM | -26.1% | $80.0K | -$10.8K |
Actionable Insight
The cluster is too small to drive a meaningful trading signal. Monitor upcoming earnings or property-level catalysts for any change in institutional sentiment, but no immediate action warranted.
Key Facts
- 4 buyers with net change +$1.0M, 2 sellers with net change -$138K
- Citadel (quant fund) added 86% to its position, now holding $1.8M
- Invesco trimmed 30.5% of its position, reducing holdings by $127K
- Other buyers (Cwm, PNC, Legal & General) added very small amounts
Financial Impact
Net institutional buying of $862K from 6 filers; largest move was Citadel adding $968K
Risk Factors
- 13F data is 45 days old; positions may have already changed
- Small dollar amounts limit signal reliability
- No clear shared thesis among the few active managers involved
Market Snapshot
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-PINE-2024-Q3 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 11, 2026
5d ago
|
Institutional Cluster
| $20.15 $19.98 | ▼ −0.84% | ▼ −2.61% | — |
|
May 8, 2026
5w ago
|
144
| $25.28 $25.27 | ▼ −0.04% | ▼ −0.27% | — |
|
Apr 24, 2026
7w ago
|
8-K
| $25.51 $25.51 | · 0.00% | ▲ +0.49% | — |
|
Apr 24, 2026
7w ago
|
424B5
| $25.51 $25.51 | · 0.00% | ▲ +0.49% | — |
|
Apr 23, 2026
7w ago
|
8-K
| $25.45 $25.51 | ▲ +0.24% | ▲ +0.07% | — |
|
Apr 23, 2026
7w ago
|
Press Release
| $19.83 $19.04 | ▼ −3.98% | ▼ −4.15% | — |
|
Apr 7, 2026
10w ago
|
DEFA14A
| $25.11 $25.11 | · 0.00% | ▼ −0.57% | — |
|
Mar 30, 2026
11w ago
|
144
| $24.91 $24.93 | ▲ +0.08% | ▼ −2.81% | — |
|
Mar 26, 2026
11w ago
|
Press Release
| $17.96 $18.00 | ▲ +0.22% | ▲ +0.58% | — |
US Market Status
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