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Tortoise Essent Assts shares owned by Pathstone Holdings

Quarter-by-quarter ownership of Tortoise Essent Assts (TEAF) shares owned by Pathstone Holdings from 13F filings

Historical chart of Pathstone Holdings investment in Tortoise Essent Assts

Tip: Access up to 7 years of quarterly data

All positions including Tortoise Essent Assts held by Pathstone Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tortoise Essent Assts by Pathstone Holdings

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.3M 450k 11.76
2025-06-30 $1.9M 156k 12.25
2025-03-31 $271k 20k 13.33

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View all positions for Pathstone Holdings

Top funds holding Tortoise Essent Assts

Saba Capital Management
Morgan Stanley
Sit Investment Associates
Pathstone Holdings
Thomas J. Herzfeld Advisors
Deschutes Portfolio Strategy
Eagle Bluffs Wealth Management
Private Advisor
Janney Montgomery Scott
Consolidated Portfolio Review Corp
Cambridge Investment Research Advisors
Castlekeep Investment Advisors
Absolute Investment Advisers
Blue Bell Private Wealth Management
Cohen & Steers Capital Management

View all funds holding Tortoise Essent Assts