New York State Teachers Retirement System (NYSTRS)’s Otter Tail OTTR Stock Holding History

New York State Teachers Retirement System (NYSTRS)’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	$927K	Sell	10,300 -2,205	-18%	-$195K	﹤0.01%	1315
2026 Q1	$1.1M	Sell	12,505 -1,481	-11%	-$128K	﹤0.01%	1244
2025 Q4	$1.13M	Sell	13,986 -412	-3%	-$33.4K	﹤0.01%	1282
2025 Q3	$1.18M	Sell	14,398 -141	-1%	-$11.4K	﹤0.01%	1253
2025 Q2	$1.12M	Hold	14,539	–	–	﹤0.01%	1263
2025 Q1	$1.17M	Sell	14,539 -100	-0.7%	-$7.92K	﹤0.01%	1244
2024 Q4	$1.08M	Sell	14,639 -4,003	-21%	-$313K	﹤0.01%	1290
2024 Q3	$1.46M	Sell	18,642 -300	-2%	-$26K	﹤0.01%	1224
2024 Q2	$1.66M	Sell	18,942 -500	-3%	-$43.8K	﹤0.01%	1160
2024 Q1	$1.68M	Sell	19,442 -300	-2%	-$26.1K	﹤0.01%	1172
2023 Q4	$1.68M	Sell	19,742 -100	-0.5%	-$7.72K	﹤0.01%	1167
2023 Q3	$1.51M	Sell	19,842 -400	-2%	-$32.8K	﹤0.01%	1172
2023 Q2	$1.6M	Buy	20,242 +3,462	+21%	+$260K	﹤0.01%	1160
2023 Q1	$1.21M	Buy	16,780 +13,180	+366%	+$875K	﹤0.01%	1228
2022 Q4	$211K	Hold	3,600	–	–	﹤0.01%	1515
2022 Q3	$221K	Hold	3,600	–	–	﹤0.01%	1502
2022 Q2	$242K	Hold	3,600	–	–	﹤0.01%	1499
2022 Q1	$225K	Buy	3,600 +100	+3%	+$6.27K	﹤0.01%	1516
2021 Q4	$250K	Hold	3,500	–	–	﹤0.01%	1514
2021 Q3	$196K	Hold	3,500	–	–	﹤0.01%	1546
2021 Q2	$171K	Buy	+3,500	New	+$167K	﹤0.01%	1529
2021 Q1	–	Sell	-3,400	Closed	-$145K	–	1638
2020 Q4	$145K	Buy	+3,400	New	+$139K	﹤0.01%	1529
2019 Q1	–	Sell	-3,500	Closed	-$174K	–	1616
2018 Q4	$174K	Buy	+3,500	New	+$167K	﹤0.01%	1508

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 $3.37T AUM 44.26% 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

New York State Teachers Retirement System (NYSTRS)'s OTTR Position: Q2 2026 in Review

New York State Teachers Retirement System (NYSTRS) reduced its Otter Tail (OTTR) stake by 18% in Q2 2026, selling an estimated $195K and leaving 10,300 shares worth $927K. The position accounts for ﹤0.01% of the portfolio, ranked #1315.

New York State Teachers Retirement System (NYSTRS) first reported a position in OTTR in Q4 2018 and has held it in 23 quarters since. The position peaked at $1.68M in Q1 2024. 359 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

New York State Teachers Retirement System (NYSTRS) held 10,300 shares of Otter Tail worth $927K as of Q2 2026.
New York State Teachers Retirement System (NYSTRS) sold 2,205 Otter Tail shares in Q2 2026, an estimated $195K.
Otter Tail made up ﹤0.01% of New York State Teachers Retirement System (NYSTRS)'s portfolio in Q2 2026, its #1315 holding.
New York State Teachers Retirement System (NYSTRS) first reported a position in Otter Tail in Q4 2018 and has held it in 23 quarters since.
New York State Teachers Retirement System (NYSTRS)'s Otter Tail position peaked at $1.68M in Q1 2024.
359 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on New York State Teachers Retirement System (NYSTRS)'s 13F filing for Q2 2026, filed 23 Jul 2026.