MSFP
XIFR

Mark Sheptoff Financial Planning’s XPLR Infrastructure LP XIFR Stock Holding History

Mark Sheptoff Financial Planning’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 		$9.73K Sell
900
-300
-25% -$3.09K 0.01% 347
2025
Q4 		$12K Sell
1,200
-950
-44% -$9.21K 0.01% 334
2025
Q3 		$21.9K Hold
2,150
– – 0.01% 268
2025
Q2 		$17.6K Hold
2,150
– – 0.01% 280
2025
Q1 		$20.4K Sell
2,150
-9,850
-82% -$112K 0.01% 248
2024
Q4 		$214K Buy
12,000
+450
+4% +$8.98K 0.11% 90
2024
Q3 		$319K Sell
11,550
-125
-1% -$3.24K 0.17% 70
2024
Q2 		$323K Sell
11,675
-600
-5% -$18.2K 0.18% 71
2024
Q1 		$369K Buy
12,275
+4,850
+65% +$138K 0.2% 68
2023
Q4 		$226K Buy
7,425
+2,100
+39% +$53.5K 0.14% 83
2023
Q3 		$158K Sell
5,325
-11,050
-67% -$560K 0.1% 97
2023
Q2 		$960K Sell
16,375
-1,579
-9% -$95K 0.55% 34
2023
Q1 		$1.09M Buy
17,954
+3
+0% +$206 0.63% 33
2022
Q4 		$1.26M Sell
17,951
-96
-0.5% -$7.19K 0.74% 28
2022
Q3 		$1.3M Buy
18,047
+4,177
+30% +$335K 0.79% 25
2022
Q2 		$1.03M Sell
13,870
-1,156
-8% -$82.9K 0.59% 37
2022
Q1 		$1.25M Sell
15,026
-95
-0.6% -$7.3K 0.63% 34
2021
Q4 		$1.28M Buy
15,121
+505
+3% +$42.3K 0.61% 34
2021
Q3 		$1.1M Buy
14,616
+905
+7% +$70.6K 0.61% 32
2021
Q2 		$1.05M Buy
13,711
+1,705
+14% +$122K 0.56% 34
2021
Q1 		$875K Buy
12,006
+303
+3% +$23.3K 0.5% 42
2020
Q4 		$785K Buy
+11,703
New +$754K 0.45% 47

Other funds holding XIFR

ACA
Anchorage Capital Advisors New York $378M 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 $124B AUM 33.93% 1-Year Est. Return
REAM
Ripple Effect Asset Management New York $679M AUM 81.6% 1-Year Est. Return
YCM
Yaupon Capital Management New York $3.2B 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 $787M AUM 40.68% 1-Year Est. Return
ECM
Endure Capital Management Austin, Texas $146M AUM

Mark Sheptoff Financial Planning's XIFR Position: Q1 2026 in Review

Mark Sheptoff Financial Planning reduced its XPLR Infrastructure LP (XIFR) stake by 25% in Q1 2026, selling an estimated $3.09K and leaving 900 shares worth $9.73K. The position accounts for 0.01% of the portfolio, ranked #347.

Mark Sheptoff Financial Planning first reported a position in XIFR in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.3M in Q3 2022. 224 funds tracked by Wall St. Rank hold XIFR as of Q1 2026.

  • Mark Sheptoff Financial Planning held 900 shares of XPLR Infrastructure LP worth $9.73K as of Q1 2026.
  • Mark Sheptoff Financial Planning sold 300 XPLR Infrastructure LP shares in Q1 2026, an estimated $3.09K.
  • XPLR Infrastructure LP made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #347 holding.
  • Mark Sheptoff Financial Planning first reported a position in XPLR Infrastructure LP in Q4 2020 and has held it in 22 quarters since.
  • Mark Sheptoff Financial Planning's XPLR Infrastructure LP position peaked at $1.3M in Q3 2022.
  • 224 funds tracked by Wall St. Rank held XPLR Infrastructure LP as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.