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ALPINE WOODS CAPITAL INVESTORS, LLC - Portfolio Stock Holdings

ALPINE WOODS CAPITAL INVESTORS, LLC disclosed 250 stock positions in a recent SEC 13F filing. $442,028,442 of stock holdings were filed, with the largest holdings including AVGO, WFC, and JPM. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $180,610,000 and has 12 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.

Report Period:

June 30, 2026

No. of Stocks:

250

Est. Stock Holding Value:

$442,028,442

Top Stock Holdings By Sector

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Portfolio Stock Holdings - ALPINE WOODS CAPITAL INVESTORS, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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Portfolio Options Holdings - ALPINE WOODS CAPITAL INVESTORS, LLC

Stock
Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
Change (Value)

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Note: Options holding values may be affected by fund filing errors.