Chilton Capital Management’s Otter Tail OTTR Stock Holding History

Chilton Capital Management’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	$38.3K	Hold	426	–	–	﹤0.01%	366
2026 Q1	$37.4K	Hold	426	–	–	﹤0.01%	359
2025 Q4	$34.4K	Hold	426	–	–	﹤0.01%	369
2025 Q3	$34.9K	Hold	426	–	–	﹤0.01%	385
2025 Q2	$32.8K	Hold	426	–	–	﹤0.01%	374
2025 Q1	$34.2K	Hold	426	–	–	﹤0.01%	360
2024 Q4	$31.5K	Hold	426	–	–	﹤0.01%	379
2024 Q3	$33.3K	Hold	426	–	–	﹤0.01%	386
2024 Q2	$37.3K	Hold	426	–	–	﹤0.01%	390
2024 Q1	$36.8K	Hold	426	–	–	﹤0.01%	374
2023 Q4	$36.2K	Hold	426	–	–	﹤0.01%	383
2023 Q3	$32.3K	Hold	426	–	–	﹤0.01%	356
2023 Q2	$33.6K	Hold	426	–	–	﹤0.01%	366
2023 Q1	$30.8K	Buy	+426	New	+$28.3K	﹤0.01%	377
2022 Q3	–	Sell	-426	Closed	-$29K	–	503
2022 Q2	$29K	Buy	+426	New	+$27.1K	﹤0.01%	366
2022 Q1	–	Sell	-426	Closed	-$30K	–	502
2021 Q4	$30K	Buy	+426	New	+$27.5K	﹤0.01%	381

Other funds holding OTTR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Chilton Capital Management's OTTR Position: Q2 2026 in Review

Chilton Capital Management held its Otter Tail (OTTR) position steady in Q2 2026 at 426 shares worth $38.3K. The position accounts for ﹤0.01% of the portfolio, ranked #366.

Chilton Capital Management first reported a position in OTTR in Q4 2021 and has held it in 16 quarters since. 362 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

Chilton Capital Management held 426 shares of Otter Tail worth $38.3K as of Q2 2026.
Chilton Capital Management left its Otter Tail share count unchanged in Q2 2026.
Otter Tail made up ﹤0.01% of Chilton Capital Management's portfolio in Q2 2026, its #366 holding.
Chilton Capital Management first reported a position in Otter Tail in Q4 2021 and has held it in 16 quarters since.
362 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Chilton Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.