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Heartland Advisors’s Global Water Resources GWRS Stock Holding History

Heartland Advisors’s Portfolio GWRS Stock Details GWRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.31M Buy
831,100
+144,600
+21% +$1.22M 0.32% 130
2025
Q4 		$5.8M Buy
686,500
+236,500
+53% +$2.23M 0.31% 130
2025
Q3 		$4.63M Hold
450,000
– – 0.24% 146
2025
Q2 		$4.59M Hold
450,000
– – 0.26% 147
2025
Q1 		$4.64M Buy
+450,000
New +$5.11M 0.27% 141

Other funds holding GWRS

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RAM
Redmond Asset Management Henrico, Virginia $366M AUM 10.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Heartland Advisors's GWRS Position: Q1 2026 in Review

Heartland Advisors increased its Global Water Resources (GWRS) stake by 21% in Q1 2026, buying an estimated $1.22M and bringing the position to 831,100 shares worth $6.31M. The position accounts for 0.32% of the portfolio, ranked #130.

Heartland Advisors first reported a position in GWRS in Q1 2025 and has held it in 5 quarters since. 98 funds tracked by Wall St. Rank hold GWRS as of Q1 2026.

  • Heartland Advisors held 831,100 shares of Global Water Resources worth $6.31M as of Q1 2026.
  • Heartland Advisors bought 144,600 Global Water Resources shares in Q1 2026, an estimated $1.22M.
  • Global Water Resources made up 0.32% of Heartland Advisors's portfolio in Q1 2026, its #130 holding.
  • Heartland Advisors first reported a position in Global Water Resources in Q1 2025 and has held it in 5 quarters since.
  • 98 funds tracked by Wall St. Rank held Global Water Resources as of Q1 2026.

Based on Heartland Advisors's 13F filing for Q1 2026, filed 6 May 2026.