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WTRG icon

IFM Investors’s Essential Utilities WTRG Stock Holding History

IFM Investors’s Portfolio WTRG Stock Details WTRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$776K Buy
20,249
+200
+1% +$7.64K 0.01% 574
2026
Q1 		$807K Sell
20,049
-53,437
-73% -$2.1M 0.01% 576
2025
Q4 		$2.82M Buy
73,486
+2,705
+4% +$106K 0.02% 482
2025
Q3 		$2.73M Buy
70,781
+782
+1% +$29.8K 0.02% 476
2025
Q2 		$2.6M Sell
69,999
-4,286
-6% -$167K 0.02% 473
2025
Q1 		$2.94M Sell
74,285
-15,549
-17% -$571K 0.03% 444
2024
Q4 		$3.26M Sell
89,834
-3,462
-4% -$134K 0.03% 431
2024
Q3 		$3.6M Sell
93,296
-7,348
-7% -$289K 0.03% 433
2024
Q2 		$3.76M Buy
100,644
+223
+0.2% +$8.27K 0.04% 401
2024
Q1 		$3.72M Buy
100,421
+8,033
+9% +$291K 0.04% 400
2023
Q4 		$3.45M Sell
92,388
-463
-0.5% -$16.2K 0.04% 387
2023
Q3 		$3.19M Buy
92,851
+2,369
+3% +$91.8K 0.04% 403
2023
Q2 		$3.61M Buy
90,482
+19,867
+28% +$834K 0.05% 373
2023
Q1 		$3.08M Buy
70,615
+2,158
+3% +$97.4K 0.05% 383
2022
Q4 		$3.27M Sell
68,457
-15,522
-18% -$703K 0.05% 355
2022
Q3 		$3.48M Buy
83,979
+20,153
+32% +$976K 0.06% 319
2022
Q2 		$2.93M Sell
63,826
-1,466
-2% -$68.1K 0.05% 354
2022
Q1 		$3.34M Buy
65,292
+34,168
+110% +$1.65M 0.05% 350
2021
Q4 		$1.67M Sell
31,124
-882
-3% -$42.8K 0.03% 510
2021
Q3 		$1.48M Hold
32,006
– – 0.03% 507
2021
Q2 		$1.46M Buy
32,006
+7,329
+30% +$344K 0.03% 535
2021
Q1 		$1.1M Buy
24,677
+1,379
+6% +$62.3K 0.03% 523
2020
Q4 		$1.1M Buy
23,298
+2,607
+13% +$116K 0.04% 481
2020
Q3 		$833K Buy
20,691
+1,548
+8% +$66.5K 0.03% 455
2020
Q2 		$809K Sell
19,143
-2,546
-12% -$108K 0.04% 404
2020
Q1 		$934K Buy
21,689
+6,398
+42% +$302K 0.04% 395
2019
Q4 		$718K Buy
+15,291
New +$689K 0.03% 550

Other funds holding WTRG

BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

IFM Investors's WTRG Position: Q2 2026 in Review

IFM Investors increased its Essential Utilities (WTRG) stake by 1% in Q2 2026, buying an estimated $7.64K and bringing the position to 20,249 shares worth $776K. The position accounts for 0.01% of the portfolio, ranked #574.

IFM Investors first reported a position in WTRG in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.76M in Q2 2024. 154 funds tracked by Wall St. Rank hold WTRG as of Q2 2026.

  • IFM Investors held 20,249 shares of Essential Utilities worth $776K as of Q2 2026.
  • IFM Investors bought 200 Essential Utilities shares in Q2 2026, an estimated $7.64K.
  • Essential Utilities made up 0.01% of IFM Investors's portfolio in Q2 2026, its #574 holding.
  • IFM Investors first reported a position in Essential Utilities in Q4 2019 and has held it in 27 quarters since.
  • IFM Investors's Essential Utilities position peaked at $3.76M in Q2 2024.
  • 154 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2026.

Based on IFM Investors's 13F filing for Q2 2026, filed 21 Jul 2026.