BCWM
XIFR

Bartlett & Co Wealth Management’s XPLR Infrastructure LP XIFR Stock Holding History

Bartlett & Co Wealth Management’s Portfolio XIFR Stock Details XIFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-53
Closed -$504 – 1350
2025
Q1 		$504 Sell
53
-1,264
-96% -$14.3K ﹤0.01% 1139
2024
Q4 		$23.4K Sell
1,317
-2,000
-60% -$39.9K ﹤0.01% 784
2024
Q3 		$91.6K Hold
3,317
– – ﹤0.01% 556
2024
Q2 		$91.7K Sell
3,317
-8,940
-73% -$271K ﹤0.01% 562
2024
Q1 		$369K Sell
12,257
-950
-7% -$27.1K 0.01% 370
2023
Q4 		$406K Buy
13,207
+667
+5% +$17K 0.01% 372
2023
Q3 		$372K Sell
12,540
-1,960
-14% -$99.3K 0.01% 369
2023
Q2 		$850K Buy
14,500
+12,700
+706% +$764K 0.01% 289
2023
Q1 		$109K Hold
1,800
– – ﹤0.01% 455
2022
Q4 		$126K Hold
1,800
– – ﹤0.01% 440
2022
Q3 		$130K Hold
1,800
– – ﹤0.01% 428
2022
Q2 		$133K Buy
1,800
+1
+0.1% +$72 ﹤0.01% 418
2022
Q1 		$150K Buy
+1,799
New +$138K ﹤0.01% 422
2021
Q4 		– Sell
-1,800
Closed -$136K – 914
2021
Q3 		$136K Hold
1,800
– – ﹤0.01% 375
2021
Q2 		$137K Hold
1,800
– – ﹤0.01% 364
2021
Q1 		$131K Hold
1,800
– – ﹤0.01% 378
2020
Q4 		$121K Buy
1,800
+1,000
+125% +$64.5K ﹤0.01% 385
2020
Q3 		$48K Buy
800
+500
+167% +$29.6K ﹤0.01% 506
2020
Q2 		$15.4K Hold
300
– – ﹤0.01% 638
2020
Q1 		$12.9K Hold
300
– – ﹤0.01% 630
2019
Q4 		$15.8K Hold
300
– – ﹤0.01% 680
2019
Q3 		$15.9K Hold
300
– – ﹤0.01% 689
2019
Q2 		$14.5K Hold
300
– – ﹤0.01% 558
2019
Q1 		$14K Hold
300
– – ﹤0.01% 552
2018
Q4 		$12.9K Hold
300
– – ﹤0.01% 555
2018
Q3 		$14.6K Hold
300
– – ﹤0.01% 574
2018
Q2 		$14K Hold
300
– – ﹤0.01% 568
2018
Q1 		$12K Buy
+300
New +$12.1K ﹤0.01% 593

Other funds holding XIFR

EC
ECP ControlCo Summit, New Jersey $4.67B AUM 13.65% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
AMH
Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return
MSE
MUFG Securities EMEA London, United Kingdom $9.53B AUM 52.96% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bartlett & Co Wealth Management's XIFR Position: Q2 2025 in Review

Bartlett & Co Wealth Management sold out of XPLR Infrastructure LP (XIFR) in Q2 2025, closing a stake of 53 shares — an estimated $504 sold.

Bartlett & Co Wealth Management first reported a position in XIFR in Q1 2018 and held it in 28 quarters. The position peaked at $850K in Q2 2023. 231 funds tracked by Wall St. Rank hold XIFR as of Q2 2025.

  • Bartlett & Co Wealth Management reported no remaining XPLR Infrastructure LP position as of Q2 2025 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 53 XPLR Infrastructure LP shares in Q2 2025, an estimated $504.
  • Bartlett & Co Wealth Management first reported a position in XPLR Infrastructure LP in Q1 2018 and held it in 28 quarters.
  • Bartlett & Co Wealth Management's XPLR Infrastructure LP position peaked at $850K in Q2 2023.
  • 231 funds tracked by Wall St. Rank held XPLR Infrastructure LP as of Q2 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.