Alternative Investment Advisors’s Otter Tail OTTR Stock Holding History

Alternative Investment 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 Q1	$419K	Buy	4,768 +31	+0.7%	+$2.68K	0.18%	40
2025 Q4	$383K	Buy	4,737 +29	+0.6%	+$2.35K	0.16%	39
2025 Q3	$386K	Buy	4,708 +28	+0.6%	+$2.27K	0.18%	37
2025 Q2	$361K	Buy	4,680 +30	+0.6%	+$2.34K	0.18%	39
2025 Q1	$374K	Buy	4,650 +29	+0.6%	+$2.3K	0.2%	35
2024 Q4	$341K	Buy	4,621 +27	+0.6%	+$2.11K	0.18%	37
2024 Q3	$359K	Buy	4,594 +26	+0.6%	+$2.25K	0.19%	33
2024 Q2	$400K	Buy	4,568 +22	+0.5%	+$1.93K	0.23%	29
2024 Q1	$390K	Buy	4,546 +23	+0.5%	+$2K	0.24%	33
2023 Q4	$384K	Buy	4,523 +25	+0.6%	+$1.93K	0.25%	34
2023 Q3	$342K	Buy	+4,498	New	+$369K	0.24%	41

Other funds holding OTTR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Alternative Investment Advisors's OTTR Position: Q1 2026 in Review

Alternative Investment Advisors increased its Otter Tail (OTTR) stake by 0.65% in Q1 2026, buying an estimated $2.68K and bringing the position to 4,768 shares worth $419K. The position accounts for 0.18% of the portfolio, ranked #40.

Alternative Investment Advisors first reported a position in OTTR in Q3 2023 and has held it in 11 quarters since. 344 funds tracked by Wall St. Rank hold OTTR as of Q1 2026.

Alternative Investment Advisors held 4,768 shares of Otter Tail worth $419K as of Q1 2026.
Alternative Investment Advisors bought 31 Otter Tail shares in Q1 2026, an estimated $2.68K.
Otter Tail made up 0.18% of Alternative Investment Advisors's portfolio in Q1 2026, its #40 holding.
Alternative Investment Advisors first reported a position in Otter Tail in Q3 2023 and has held it in 11 quarters since.
344 funds tracked by Wall St. Rank held Otter Tail as of Q1 2026.

Based on Alternative Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.