Rexford Capital
OTIS icon

Rexford Capital’s Otis Worldwide OTIS Stock Holding History

Rexford Capital’s Portfolio OTIS Stock Details OTIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$248K Sell
3,852
-98
-2% -$6.97K 0.15% 167
2026
Q2 		$283K Buy
3,950
+95
+2% +$7.1K 0.17% 148
2026
Q1 		$297K Sell
3,855
-6
-0.2% -$525 0.21% 136
2025
Q4 		$337K Buy
3,861
+32
+0.8% +$2.86K 0.26% 112
2025
Q3 		$350K Buy
3,829
+141
+4% +$12.8K 0.27% 114
2025
Q2 		$365K Buy
+3,688
New +$356K 0.3% 106

Other funds holding OTIS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Independent Franchise Partners
Independent Franchise Partners London, United Kingdom $16.1B AUM 4.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Rexford Capital's OTIS Position: Q3 2026 in Review

Rexford Capital reduced its Otis Worldwide (OTIS) stake by 2.5% in Q3 2026, selling an estimated $6.97K and leaving 3,852 shares worth $248K. The position accounts for 0.15% of the portfolio, ranked #167.

Rexford Capital first reported a position in OTIS in Q2 2025 and has held it in 6 quarters since. The position peaked at $365K in Q2 2025. 1,015 funds tracked by Wall St. Rank hold OTIS as of Q3 2026.

  • Rexford Capital held 3,852 shares of Otis Worldwide worth $248K as of Q3 2026.
  • Rexford Capital sold 98 Otis Worldwide shares in Q3 2026, an estimated $6.97K.
  • Otis Worldwide made up 0.15% of Rexford Capital's portfolio in Q3 2026, its #167 holding.
  • Rexford Capital first reported a position in Otis Worldwide in Q2 2025 and has held it in 6 quarters since.
  • Rexford Capital's Otis Worldwide position peaked at $365K in Q2 2025.
  • 1,015 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2026.

Based on Rexford Capital's 13F filing for Q3 2026, filed 13 Nov 2026.