BIG
HTO

Brooklyn Investment Group’s H2O America HTO Stock Holding History

Brooklyn Investment Group’s Portfolio HTO Stock Details HTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$886K Sell
15,103
-2,569
-15% -$140K 0.03% 639
2025
Q4 		$864K Buy
+17,672
New +$847K 0.04% 401
2025
Q3 		– Sell
-81
Closed -$4.21K – 2349
2025
Q2 		$4.21K Sell
81
-42
-34% -$2.23K ﹤0.01% 2547
2025
Q1 		$6.73K Buy
+123
New +$6.3K ﹤0.01% 1696

Other funds holding HTO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
SFM
Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Brooklyn Investment Group's HTO Position: Q1 2026 in Review

Brooklyn Investment Group reduced its H2O America (HTO) stake by 15% in Q1 2026, selling an estimated $140K and leaving 15,103 shares worth $886K. The position accounts for 0.03% of the portfolio, ranked #639.

Brooklyn Investment Group first reported a position in HTO in Q1 2025 and has held it in 4 quarters since. 313 funds tracked by Wall St. Rank hold HTO as of Q1 2026.

  • Brooklyn Investment Group held 15,103 shares of H2O America worth $886K as of Q1 2026.
  • Brooklyn Investment Group sold 2,569 H2O America shares in Q1 2026, an estimated $140K.
  • H2O America made up 0.03% of Brooklyn Investment Group's portfolio in Q1 2026, its #639 holding.
  • Brooklyn Investment Group first reported a position in H2O America in Q1 2025 and has held it in 4 quarters since.
  • 313 funds tracked by Wall St. Rank held H2O America as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.