Position in HESM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$301,589
-$860,624 QoQ
Shares Held
8,021
-73.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#211
of 285 holders
Holding Since
Dec 2023
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HESM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026ALPINE WOODS CAPITAL INVESTORS, LLC holds $10,106,771 across 5 Oil & Gas Midstream names. HESM ranks #4 (3.0% of the industry book) .
All Filings in HESM
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $301,589 | 8,021 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,162,213 | 29,900 | Shares | Sole | 2026-05-27 | |
| 2025-12-31 | $3,081,367 | 89,315 | Shares | Sole | 2026-02-18 | |
| 2024-12-31 | $1,139,746 | 30,779 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,085,575 | 30,779 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,079,958 | 57,079 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,112,045 | 30,779 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,289,839 | 40,779 | Shares | Sole | 2024-01-24 | |
| No filing history on record for this holder in this stock. | ||||||