ALPS Advisors
OTTR icon

ALPS Advisors’s Otter Tail OTTR Stock Holding History

ALPS Advisors’s Portfolio OTTR Stock Details OTTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$811K Sell
9,209
-12,067
-57% -$1.09M ﹤0.01% 738
2026
Q2 		$1.91M Buy
21,276
+569
+3% +$50.3K 0.01% 538
2026
Q1 		$1.82M Sell
20,707
-988
-5% -$85.5K 0.01% 427
2025
Q4 		$1.75M Sell
21,695
-1,478
-6% -$120K 0.01% 417
2025
Q3 		$1.9M Buy
23,173
+993
+4% +$80.5K 0.01% 392
2025
Q2 		$1.71M Sell
22,180
-73
-0.3% -$5.7K 0.01% 388
2025
Q1 		$1.79M Buy
22,253
+1,091
+5% +$86.4K 0.01% 363
2024
Q4 		$1.56M Buy
21,162
+2,436
+13% +$191K 0.01% 383
2024
Q3 		$1.46M Buy
18,726
+4,327
+30% +$374K 0.01% 408
2024
Q2 		$1.26M Buy
14,399
+1,456
+11% +$127K 0.01% 417
2024
Q1 		$1.12M Buy
12,943
+1,273
+11% +$111K 0.01% 449
2023
Q4 		$992K Buy
11,670
+747
+7% +$57.7K 0.01% 486
2023
Q3 		$829K Sell
10,923
-1,547
-12% -$127K 0.01% 508
2023
Q2 		$985K Buy
12,470
+2,457
+25% +$184K 0.01% 498
2023
Q1 		$724K Buy
10,013
+833
+9% +$55.3K 0.01% 526
2022
Q4 		$539K Buy
9,180
+471
+5% +$28.2K ﹤0.01% 577
2022
Q3 		$536K Buy
8,709
+2,593
+42% +$187K 0.01% 579
2022
Q2 		$411K Buy
+6,116
New +$389K ﹤0.01% 647

Other funds holding OTTR

LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

ALPS Advisors's OTTR Position: Q3 2026 in Review

ALPS Advisors reduced its Otter Tail (OTTR) stake by 57% in Q3 2026, selling an estimated $1.09M and leaving 9,209 shares worth $811K. The position accounts for ﹤0.01% of the portfolio, ranked #738.

ALPS Advisors first reported a position in OTTR in Q2 2022 and has held it in 18 quarters since. The position peaked at $1.91M in Q2 2026. 204 funds tracked by Wall St. Rank hold OTTR as of Q3 2026.

  • ALPS Advisors held 9,209 shares of Otter Tail worth $811K as of Q3 2026.
  • ALPS Advisors sold 12,067 Otter Tail shares in Q3 2026, an estimated $1.09M.
  • Otter Tail made up ﹤0.01% of ALPS Advisors's portfolio in Q3 2026, its #738 holding.
  • ALPS Advisors first reported a position in Otter Tail in Q2 2022 and has held it in 18 quarters since.
  • ALPS Advisors's Otter Tail position peaked at $1.91M in Q2 2026.
  • 204 funds tracked by Wall St. Rank held Otter Tail as of Q3 2026.

Based on ALPS Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.