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Brooklyn Investment Group’s Otter Tail OTTR Stock Holding History

Brooklyn Investment Group’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 		$335K Sell
3,818
-1,373
-26% -$119K 0.01% 1330
2025
Q4 		$429K Buy
+5,191
New +$421K 0.02% 774
2025
Q3 		– Sell
-26
Closed -$2K – 2068
2025
Q2 		$2K Sell
26
-15
-37% -$1.17K ﹤0.01% 2768
2025
Q1 		$3.3K Buy
41
+27
+193% +$2.14K ﹤0.01% 1976
2024
Q4 		$1.03K Buy
+14
New +$1.1K ﹤0.01% 1593

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Brooklyn Investment Group reduced its Otter Tail (OTTR) stake by 26% in Q1 2026, selling an estimated $119K and leaving 3,818 shares worth $335K. The position accounts for 0.01% of the portfolio, ranked #1330.

Brooklyn Investment Group first reported a position in OTTR in Q4 2024 and has held it in 5 quarters since. The position peaked at $429K in Q4 2025. 347 funds tracked by Wall St. Rank hold OTTR as of Q1 2026.

  • Brooklyn Investment Group held 3,818 shares of Otter Tail worth $335K as of Q1 2026.
  • Brooklyn Investment Group sold 1,373 Otter Tail shares in Q1 2026, an estimated $119K.
  • Otter Tail made up 0.01% of Brooklyn Investment Group's portfolio in Q1 2026, its #1330 holding.
  • Brooklyn Investment Group first reported a position in Otter Tail in Q4 2024 and has held it in 5 quarters since.
  • Brooklyn Investment Group's Otter Tail position peaked at $429K in Q4 2025.
  • 347 funds tracked by Wall St. Rank held Otter Tail as of Q1 2026.

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