EWA
XIFR

EP Wealth Advisors’s XPLR Infrastructure LP XIFR Stock Holding History

EP Wealth Advisors’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
2026
Q1 		$3.03M Sell
285,249
-15,915
-5% -$164K 0.01% 394
2025
Q4 		$3.01M Buy
+301,164
New +$2.92M 0.02% 360
2025
Q2 		$2.46M Sell
300,009
-4,662
-2% -$40.5K 0.02% 375
2025
Q1 		$2.89M Sell
304,671
-8,578
-3% -$97.3K 0.02% 304
2024
Q4 		$5.58M Sell
313,249
-45,241
-13% -$903K 0.05% 204
2024
Q3 		$9.9M Buy
358,490
+30,095
+9% +$781K 0.09% 148
2024
Q2 		$9.08M Sell
328,395
-1,904
-0.6% -$57.8K 0.1% 127
2024
Q1 		$9.94M Buy
330,299
+4,687
+1% +$133K 0.12% 110
2023
Q4 		$9.9M Buy
325,612
+6,325
+2% +$161K 0.13% 104
2023
Q3 		$9.48M Buy
319,287
+300,027
+1,558% +$15.2M 0.15% 104
2023
Q2 		$18.6M Buy
+19,260
New +$1.16M 0.27% 74
2017
Q4 		– Sell
-7,110
Closed -$286K – 205
2017
Q3 		$286K Hold
7,110
– – 0.03% 139
2017
Q2 		$263K Buy
+7,110
New +$245K 0.03% 150

Other funds holding XIFR

ACA
Anchorage Capital Advisors New York $179M AUM 13.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
REAM
Ripple Effect Asset Management New York $144M AUM 81.6% 1-Year Est. Return
YCM
Yaupon Capital Management New York $2.03B AUM 46.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
GCM
Greenland Capital Management New York $500M AUM 40.68% 1-Year Est. Return
ECM
Endure Capital Management Austin, Texas $144M AUM