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Kestra Private Wealth Services’s Dorchester Minerals DMLP Stock Holding History

Kestra Private Wealth Services’s Portfolio DMLP Stock Details DMLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-18,160
Closed -$492K – 1832
2026
Q1 		$492K Buy
18,160
+1,652
+10% +$42K 0.01% 1217
2025
Q4 		$369K Buy
16,508
+8,489
+106% +$199K ﹤0.01% 1326
2025
Q3 		$208K Sell
8,019
-1,038
-11% -$27.1K ﹤0.01% 1544
2025
Q2 		$252K Sell
9,057
-114
-1% -$3.21K ﹤0.01% 1386
2025
Q1 		$276K Sell
9,171
-5,983
-39% -$188K ﹤0.01% 1237
2024
Q4 		$505K Sell
15,154
-607
-4% -$19.8K 0.01% 913
2024
Q3 		$475K Buy
15,761
+1,125
+8% +$34.5K 0.01% 896
2024
Q2 		$452K Buy
14,636
+3,926
+37% +$128K 0.01% 874
2024
Q1 		$361K Buy
10,710
+2,011
+23% +$63.5K 0.01% 937
2023
Q4 		$277K Sell
8,699
-675
-7% -$19.8K 0.01% 987
2023
Q3 		$272K Buy
+9,374
New +$279K 0.01% 905

Other funds holding DMLP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
TCWA
Turtle Creek Wealth Advisors Dallas, Texas $1.89B AUM 33.61% 1-Year Est. Return
HBWM
Hollow Brook Wealth Management Katonah, New York $504M AUM 26.89% 1-Year Est. Return
MB
MidFirst Bank Oklahoma City, Oklahoma $1.41B AUM
MIM
Meixler Investment Management Show Low, Arizona $181M AUM 22.17% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
AI
ArchPoint Investors Coral Gables, Florida $473M AUM 49.24% 1-Year Est. Return

Kestra Private Wealth Services's DMLP Position: Q2 2026 in Review

Kestra Private Wealth Services sold out of Dorchester Minerals (DMLP) in Q2 2026, closing a stake of 18,160 shares — an estimated $492K sold.

Kestra Private Wealth Services first reported a position in DMLP in Q3 2023 and held it in 11 quarters. The position peaked at $505K in Q4 2024. 152 funds tracked by Wall St. Rank hold DMLP as of Q2 2026.

  • Kestra Private Wealth Services reported no remaining Dorchester Minerals position as of Q2 2026 after selling out during the quarter.
  • Kestra Private Wealth Services sold 18,160 Dorchester Minerals shares in Q2 2026, an estimated $492K.
  • Kestra Private Wealth Services first reported a position in Dorchester Minerals in Q3 2023 and held it in 11 quarters.
  • Kestra Private Wealth Services's Dorchester Minerals position peaked at $505K in Q4 2024.
  • 152 funds tracked by Wall St. Rank held Dorchester Minerals as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.