Oregon Public Employees Retirement Fund’s Otter Tail OTTR Stock Holding History

Oregon Public Employees Retirement 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	$863K	Hold	9,592	–	–	0.01%	998
2026 Q1	$842K	Hold	9,592	–	–	0.01%	939
2025 Q4	$775K	Buy	9,592 +169	+2%	+$13.7K	0.01%	974
2025 Q3	$772K	Sell	9,423 -200	-2%	-$16.2K	0.01%	973
2025 Q2	$742K	Buy	9,623 +100	+1%	+$7.81K	0.01%	943
2025 Q1	$765K	Sell	9,523 -300	-3%	-$23.8K	0.01%	905
2024 Q4	$725K	Hold	9,823	–	–	0.01%	967
2024 Q3	$768K	Sell	9,823 -300	-3%	-$26K	0.01%	958
2024 Q2	$887K	Sell	10,123 -1,000	-9%	-$87.6K	0.02%	815
2024 Q1	$961K	Sell	11,123 -1,077	-9%	-$93.6K	0.02%	837
2023 Q4	$1.04M	Sell	12,200 -200	-2%	-$15.4K	0.02%	859
2023 Q3	$941K	Sell	12,400 -600	-5%	-$49.3K	0.01%	981
2023 Q2	$1.03M	Sell	13,000 -400	-3%	-$30K	0.01%	983
2023 Q1	$968K	Buy	+13,400	New	+$890K	0.01%	993

Other funds holding OTTR

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

BTC

Bank & Trust Company Litchfield, Illinois $158M AUM 35.48% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CIM

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

Oregon Public Employees Retirement Fund's OTTR Position: Q2 2026 in Review

Oregon Public Employees Retirement Fund held its Otter Tail (OTTR) position steady in Q2 2026 at 9,592 shares worth $863K. The position accounts for 0.01% of the portfolio, ranked #998.

Oregon Public Employees Retirement Fund first reported a position in OTTR in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.04M in Q4 2023. 170 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

Oregon Public Employees Retirement Fund held 9,592 shares of Otter Tail worth $863K as of Q2 2026.
Oregon Public Employees Retirement Fund left its Otter Tail share count unchanged in Q2 2026.
Otter Tail made up 0.01% of Oregon Public Employees Retirement Fund's portfolio in Q2 2026, its #998 holding.
Oregon Public Employees Retirement Fund first reported a position in Otter Tail in Q1 2023 and has held it in 14 quarters since.
Oregon Public Employees Retirement Fund's Otter Tail position peaked at $1.04M in Q4 2023.
170 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Oregon Public Employees Retirement Fund's 13F filing for Q2 2026, filed 29 Jul 2026.