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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

ALPS Advisors's OTTR Position: Q2 2026 in Review

ALPS Advisors increased its Otter Tail (OTTR) stake by 2.7% in Q2 2026, buying an estimated $50.3K and bringing the position to 21,276 shares worth $1.91M. The position accounts for 0.01% of the portfolio, ranked #538.

ALPS Advisors first reported a position in OTTR in Q2 2022 and has held it in 17 quarters since. 362 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • ALPS Advisors held 21,276 shares of Otter Tail worth $1.91M as of Q2 2026.
  • ALPS Advisors bought 569 Otter Tail shares in Q2 2026, an estimated $50.3K.
  • Otter Tail made up 0.01% of ALPS Advisors's portfolio in Q2 2026, its #538 holding.
  • ALPS Advisors first reported a position in Otter Tail in Q2 2022 and has held it in 17 quarters since.
  • 362 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on ALPS Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.