FP
ARTNA icon

Foundry Partners’s Artesian Resources ARTNA Stock Holding History

Foundry Partners’s Portfolio ARTNA Stock Details ARTNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$1M Sell
30,755
-119,911
-80% -$3.76M 0.05% 208
2024
Q4 		$4.76M Buy
150,666
+7,196
+5% +$247K 0.24% 145
2024
Q3 		$5.33M Buy
143,470
+15,580
+12% +$584K 0.26% 119
2024
Q2 		$4.5M Buy
127,890
+8,730
+7% +$316K 0.24% 133
2024
Q1 		$4.42M Buy
119,160
+2,399
+2% +$87.5K 0.24% 139
2023
Q4 		$4.84M Buy
116,761
+7,305
+7% +$305K 0.29% 122
2023
Q3 		$4.6M Buy
109,456
+6,488
+6% +$300K 0.29% 116
2023
Q2 		$4.86M Buy
102,968
+47,573
+86% +$2.5M 0.3% 99
2023
Q1 		$3.07M Buy
55,395
+12,115
+28% +$693K 0.19% 163
2022
Q4 		$2.54M Sell
43,280
-645
-1% -$34K 0.14% 188
2022
Q3 		$2.11M Sell
43,925
-17,611
-29% -$936K 0.13% 192
2022
Q2 		$3.03M Buy
61,536
+2,300
+4% +$108K 0.18% 155
2022
Q1 		$2.88M Buy
59,236
+3,975
+7% +$185K 0.15% 189
2021
Q4 		$2.56M Sell
55,261
-1,915
-3% -$80.5K 0.09% 225
2021
Q3 		$2.18M Sell
57,176
-918
-2% -$35.3K 0.08% 244
2021
Q2 		$2.14M Buy
58,094
+951
+2% +$37.9K 0.07% 255
2021
Q1 		$2.25M Sell
57,143
-2,197
-4% -$85.8K 0.07% 263
2020
Q4 		$2.2M Buy
59,340
+21,675
+58% +$806K 0.09% 270
2020
Q3 		$1.3M Sell
37,665
-2,225
-6% -$78.7K 0.06% 295
2020
Q2 		$1.45M Buy
39,890
+950
+2% +$33.4K 0.07% 274
2020
Q1 		$1.46M Buy
38,940
+7,315
+23% +$267K 0.08% 257
2019
Q4 		$1.18M Sell
31,625
-2,850
-8% -$105K 0.04% 311
2019
Q3 		$1.28M Sell
34,475
-2,000
-5% -$72.3K 0.05% 297
2019
Q2 		$1.36M Sell
36,475
-300
-0.8% -$10.9K 0.05% 299
2019
Q1 		$1.37M Buy
+36,775
New +$1.36M 0.06% 299

Other funds holding ARTNA

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAM
Costello Asset Management Feasterville, Pennsylvania $289M AUM 27.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Foundry Partners's ARTNA Position: Q1 2025 in Review

Foundry Partners reduced its Artesian Resources (ARTNA) stake by 80% in Q1 2025, selling an estimated $3.76M and leaving 30,755 shares worth $1M. The position accounts for 0.05% of the portfolio, ranked #208.

Foundry Partners first reported a position in ARTNA in Q1 2019 and has held it in 25 quarters since. The position peaked at $5.33M in Q3 2024. 106 funds tracked by Wall St. Rank hold ARTNA as of Q1 2025.

  • Foundry Partners held 30,755 shares of Artesian Resources worth $1M as of Q1 2025.
  • Foundry Partners sold 119,911 Artesian Resources shares in Q1 2025, an estimated $3.76M.
  • Artesian Resources made up 0.05% of Foundry Partners's portfolio in Q1 2025, its #208 holding.
  • Foundry Partners first reported a position in Artesian Resources in Q1 2019 and has held it in 25 quarters since.
  • Foundry Partners's Artesian Resources position peaked at $5.33M in Q3 2024.
  • 106 funds tracked by Wall St. Rank held Artesian Resources as of Q1 2025.

Based on Foundry Partners's 13F filing for Q1 2025, filed 5 May 2025.