Grassi Investment Management’s Western Gas Partners Lp WES Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.16M Buy
+30,000
New +$1.16M 0.09% 74
2018
Q1
Sell
-13,175
Closed -$634K 133
2017
Q4
$634K Buy
13,175
+200
+2% +$9.51K 0.1% 98
2017
Q3
$665K Sell
12,975
-1,000
-7% -$52K 0.11% 96
2017
Q2
$782K Hold
13,975
0.14% 91
2017
Q1
$845K Sell
13,975
-8,450
-38% -$522K 0.15% 88
2016
Q4
$1.32M Buy
22,425
+125
+0.6% +$7.04K 0.24% 79
2016
Q3
$1.23M Buy
22,300
+525
+2% +$26.3K 0.23% 78
2016
Q2
$1.1M Buy
21,775
+50
+0.2% +$2.42K 0.21% 80
2016
Q1
$943K Buy
21,725
+6,500
+43% +$240K 0.19% 83
2015
Q4
$724K Sell
15,225
-353
-2% -$17K 0.15% 96
2015
Q3
$729K Sell
15,578
-748
-5% -$42.3K 0.15% 99
2015
Q2
$1.03M Buy
16,326
+150
+0.9% +$10.2K 0.19% 99
2015
Q1
$1.06M Buy
16,176
+600
+4% +$41.4K 0.2% 97
2014
Q4
$1.14M Buy
15,576
+1
+0% +$71 0.2% 93
2014
Q3
$1.17M Hold
15,575
0.22% 88
2014
Q2
$1.19M Buy
15,575
+75
+0.5% +$5.31K 0.26% 88
2014
Q1
$1.03M Sell
15,500
-40,100
-72% -$2.49M 0.24% 88
2013
Q4
$3.43M Sell
55,600
-1,775
-3% -$107K 0.82% 55
2013
Q3
$3.45M Buy
57,375
+75
+0.1% +$4.55K 0.91% 51
2013
Q2
$3.72M Buy
+57,300
New +$3.44M 1% 45

Grassi Investment Management's WES Position: Q2 2025 in Review

Grassi Investment Management opened a new position in Western Gas Partners Lp (WES) in Q2 2025: 30,000 shares worth $1.16M. The stake represents 0.09% of the portfolio and ranks #74 among its holdings. This is a return to the name: Grassi Investment Management previously reported a position in WES as recently as Q4 2017.

Grassi Investment Management first reported a position in WES in Q2 2013 and has held it in 20 quarters since. The position peaked at $3.72M in Q2 2013. 1 fund tracked by Wall St. Rank holds WES as of Q2 2025.

  • Grassi Investment Management held 30,000 shares of Western Gas Partners Lp worth $1.16M as of Q2 2025.
  • Western Gas Partners Lp was a new Grassi Investment Management position in Q2 2025.
  • Western Gas Partners Lp made up 0.09% of Grassi Investment Management's portfolio in Q2 2025, its #74 holding.
  • Grassi Investment Management first reported a position in Western Gas Partners Lp in Q2 2013 and has held it in 20 quarters since.
  • Grassi Investment Management's Western Gas Partners Lp position peaked at $3.72M in Q2 2013.
  • 1 fund tracked by Wall St. Rank held Western Gas Partners Lp as of Q2 2025.

Based on Grassi Investment Management's 13F filing for Q2 2025, filed 21 Jul 2025.