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Manager record

Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P

Fort Worth, TX · CIK 1599852 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$849.27MReported 13F valueQ2 2026 · as filed
165Holdings listed
+14.4%vs prior quartervalue change includes market moves
5Quarters on record
Aug 14Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $580.2M$580.2MQ2 2025145 holdingsQ3 2025: $622.8M$622.8MQ3 2025147 holdingsQ4 2025: $745.1M$745.1MQ4 2025151 holdingsQ1 2026: $742.3M$742.3MQ1 2026153 holdingsQ2 2026: $849.3M$849.3MQ2 2026165 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 14 2026 13F-HR · period Q2 2026

$849.27M · 165 holdings listed · View original SEC filing ↗
May 15 2026 13F-HR · period Q1 2026

$742.26M · 153 holdings listed · View original SEC filing ↗
Feb 17 2026 13F-HR · period Q4 2025

$745.10M · 151 holdings listed · View original SEC filing ↗
Nov 14 2025 13F-HR · period Q3 2025

$622.80M · 147 holdings listed · View original SEC filing ↗
Aug 14 2025 13F-HR · period Q2 2025

$580.22M · 145 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 14, 2026 · Change methodology