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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Rexford Capital's OTIS Position: Q1 2026 in Review

Rexford Capital reduced its Otis Worldwide (OTIS) stake by 0.16% in Q1 2026, selling an estimated $525 and leaving 3,855 shares worth $297K. The position accounts for 0.21% of the portfolio, ranked #136.

Rexford Capital first reported a position in OTIS in Q2 2025 and has held it in 4 quarters since. The position peaked at $365K in Q2 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Rexford Capital held 3,855 shares of Otis Worldwide worth $297K as of Q1 2026.
  • Rexford Capital sold 6 Otis Worldwide shares in Q1 2026, an estimated $525.
  • Otis Worldwide made up 0.21% of Rexford Capital's portfolio in Q1 2026, its #136 holding.
  • Rexford Capital first reported a position in Otis Worldwide in Q2 2025 and has held it in 4 quarters since.
  • Rexford Capital's Otis Worldwide position peaked at $365K in Q2 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Rexford Capital's 13F filing for Q1 2026, filed 24 Apr 2026.