DPIM
HTO

Duff & Phelps Investment Management’s H2O America HTO Stock Holding History

Duff & Phelps Investment Management’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 		$6.56M Buy
+111,795
New +$6.09M 0.07% 109
2025
Q3 		– Sell
-232,932
Closed -$12.1M – 155
2025
Q2 		$12.1M Buy
232,932
+50,630
+28% +$2.69M 0.14% 100
2025
Q1 		$9.97M Buy
182,302
+155,579
+582% +$7.96M 0.12% 101
2024
Q4 		$1.32M Sell
26,723
-685
-2% -$37.7K 0.02% 131
2024
Q3 		$1.59M Buy
+27,408
New +$1.6M 0.02% 130
2024
Q1 		– Sell
-98,239
Closed -$6.42M – 254
2023
Q4 		$6.42M Hold
98,239
– – 0.08% 129
2023
Q3 		$5.91M Hold
98,239
– – 0.08% 132
2023
Q2 		$6.89M Hold
98,239
– – 0.08% 132
2023
Q1 		$7.48M Hold
98,239
– – 0.09% 131
2022
Q4 		$7.98M Sell
98,239
-20,000
-17% -$1.43M 0.1% 129
2022
Q3 		$6.81M Buy
+118,239
New +$7.61M 0.09% 136

Other funds holding HTO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.19B AUM 36.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM