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Recurrent Investment Advisors’s Antero Midstream AM Stock Holding History

Recurrent Investment Advisors’s Portfolio AM Stock Details AM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-15,000
Closed -$267K – 68
2025
Q4 		$267K Buy
+15,000
New +$270K 0.02% 71

Other funds holding AM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Recurrent Investment Advisors's AM Position: Q1 2026 in Review

Recurrent Investment Advisors sold out of Antero Midstream (AM) in Q1 2026, closing a stake of 15,000 shares — an estimated $267K sold.

Recurrent Investment Advisors first reported a position in AM in Q4 2025 and held it in 1 quarter. The position peaked at $267K in Q4 2025. 510 funds tracked by Wall St. Rank hold AM as of Q1 2026.

  • Recurrent Investment Advisors reported no remaining Antero Midstream position as of Q1 2026 after selling out during the quarter.
  • Recurrent Investment Advisors sold 15,000 Antero Midstream shares in Q1 2026, an estimated $267K.
  • Recurrent Investment Advisors first reported a position in Antero Midstream in Q4 2025 and held it in 1 quarter.
  • Recurrent Investment Advisors's Antero Midstream position peaked at $267K in Q4 2025.
  • 510 funds tracked by Wall St. Rank held Antero Midstream as of Q1 2026.

Based on Recurrent Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.