Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s Otter Tail OTTR Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’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	$7.19M	Buy	81,968 +19,050	+30%	+$1.65M	0.01%	651
2025 Q4	$5.08M	Buy	62,918 +34,733	+123%	+$2.81M	0.01%	660
2025 Q3	$2.31M	Buy	+28,185	New	+$2.29M	﹤0.01%	719
2024 Q1	–	Sell	-15,000	Closed	-$1.27M	–	1110
2023 Q4	$1.27M	Buy	+15,000	New	+$1.16M	﹤0.01%	722
2023 Q1	–	Sell	-44,014	Closed	-$2.58M	–	1424
2022 Q4	$2.58M	Buy	44,014 +30,858	+235%	+$1.85M	0.01%	654
2022 Q3	$809K	Buy	13,156 +181	+1%	+$13.1K	﹤0.01%	963
2022 Q2	$871K	Sell	12,975 -6,732	-34%	-$428K	﹤0.01%	985
2022 Q1	$1.23M	Buy	+19,707	New	+$1.24M	﹤0.01%	1077
2021 Q4	–	Sell	-5,525	Closed	-$309K	–	1856
2021 Q3	$309K	Buy	+5,525	New	+$293K	﹤0.01%	1294

Other funds holding OTTR

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's OTTR Position: Q1 2026 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund increased its Otter Tail (OTTR) stake by 30% in Q1 2026, buying an estimated $1.65M and bringing the position to 81,968 shares worth $7.19M. The position accounts for 0.01% of the portfolio, ranked #651.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in OTTR in Q3 2021 and has held it in 9 quarters since. 346 funds tracked by Wall St. Rank hold OTTR as of Q1 2026.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund held 81,968 shares of Otter Tail worth $7.19M as of Q1 2026.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund bought 19,050 Otter Tail shares in Q1 2026, an estimated $1.65M.
Otter Tail made up 0.01% of Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's portfolio in Q1 2026, its #651 holding.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in Otter Tail in Q3 2021 and has held it in 9 quarters since.
346 funds tracked by Wall St. Rank held Otter Tail as of Q1 2026.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q1 2026, filed 14 May 2026.