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 Q2	$7.1M	Sell	78,855 -3,113	-4%	-$275K	0.01%	727
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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's OTTR Position: Q2 2026 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund reduced its Otter Tail (OTTR) stake by 3.8% in Q2 2026, selling an estimated $275K and leaving 78,855 shares worth $7.1M. The position accounts for 0.01% of the portfolio, ranked #727.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in OTTR in Q3 2021 and has held it in 10 quarters since. The position peaked at $7.19M in Q1 2026. 363 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund held 78,855 shares of Otter Tail worth $7.1M as of Q2 2026.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold 3,113 Otter Tail shares in Q2 2026, an estimated $275K.
Otter Tail made up 0.01% of Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's portfolio in Q2 2026, its #727 holding.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in Otter Tail in Q3 2021 and has held it in 10 quarters since.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's Otter Tail position peaked at $7.19M in Q1 2026.
363 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q2 2026, filed 13 Aug 2026.