CBRE Investment Management Listed Real Assets’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $87.7M | Buy |
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|
2025
Q1 | $85.7M | Buy |
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|
2024
Q4 | $74.2M | Buy |
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|
2024
Q3 | $55.3M | Buy |
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|
2024
Q2 | $10.2M | Buy |
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|
2024
Q1 | $9.6M | Buy |
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|
2023
Q4 | $3.79M | Buy |
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|
2023
Q3 | $3.09M | Buy |
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|
2023
Q2 | $378K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $2.35M | Sell |
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|
2022
Q3 | $31M | Buy |
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|
2022
Q2 | $33.7M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $14.4M | Sell |
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|
2021
Q1 | $21.1M | Buy |
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|
2020
Q4 | $21.2M | Sell |
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|
2020
Q3 | $20.7M | Buy |
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|
2020
Q2 | $16.4M | Buy |
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|
2020
Q1 | $10.4M | Buy |
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|
2019
Q4 | $9.22M | Buy |
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|
2019
Q3 | $6.99M | Buy |
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|
2019
Q2 | $5.61M | Buy |
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|
2019
Q1 | $1.25M | Buy |
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