Westwood Holdings Group’s DT Midstream DTM Stock Holding History

Westwood Holdings Group’s Portfolio DTM Stock Details DTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$145M	Sell	1,075,249 -52,089	-5%	-$6.79M	1.05%	11
2025 Q4	$135M	Buy	1,127,338 +17,891	+2%	+$2.06M	1.1%	9
2025 Q3	$125M	Buy	1,109,447 +22,930	+2%	+$2.4M	0.9%	16
2025 Q2	$119M	Buy	1,086,517 +30,175	+3%	+$3.06M	0.86%	19
2025 Q1	$102M	Sell	1,056,342 -27,676	-3%	-$2.77M	0.77%	27
2024 Q4	$108M	Buy	1,084,018 +564,899	+109%	+$53.8M	0.83%	26
2024 Q3	$40.8M	Buy	519,119 +280,033	+117%	+$20.9M	0.17%	149
2024 Q2	$17M	Sell	239,086 -286,539	-55%	-$18.8M	0.08%	215
2024 Q1	$32.1M	Sell	525,625 -5,733	-1%	-$319K	0.25%	136
2023 Q4	$29.1M	Sell	531,358 -356,540	-40%	-$19.6M	0.25%	139
2023 Q3	$47M	Sell	887,898 -133,128	-13%	-$6.94M	0.44%	99
2023 Q2	$50.6M	Sell	1,021,026 -138,291	-12%	-$6.62M	0.45%	96
2023 Q1	$57.2M	Buy	1,159,317 +645,802	+126%	+$33.5M	0.51%	85
2022 Q4	$28.4M	Buy	+513,515	New	+$29.3M	0.25%	130
2022 Q1	–	Sell	-12,738	Closed	-$611K	–	461
2021 Q4	$611K	Buy	+12,738	New	+$610K	0.01%	370

Other funds holding DTM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return

59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return