Schroder Investment Management Group
HTO

Schroder Investment Management Group’s H2O America HTO Stock Holding History

Schroder Investment Management Group’s Portfolio HTO Stock Details HTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$34.6M Buy
586,940
+420,702
+253% +$22.9M 0.03% 408
2025
Q4 		$8.19M Buy
166,238
+14,591
+10% +$700K 0.01% 668
2025
Q3 		$7.28M Buy
151,647
+24,823
+20% +$1.24M 0.01% 715
2025
Q2 		$6.59M Sell
126,824
-285,102
-69% -$15.2M 0.01% 719
2025
Q1 		$22.1M Buy
411,926
+120,346
+41% +$6.16M 0.02% 478
2024
Q4 		$14.4M Buy
291,580
+10,651
+4% +$587K 0.01% 585
2024
Q3 		$16.1M Buy
280,929
+10,682
+4% +$625K 0.02% 567
2024
Q2 		$14.7M Buy
270,247
+2,380
+0.9% +$130K 0.02% 549
2024
Q1 		$15.2M Sell
267,867
-1,748
-0.6% -$104K 0.02% 557
2023
Q4 		$17.6M Sell
269,615
-2,730
-1% -$173K 0.02% 512
2023
Q3 		$16.4M Buy
272,345
+393
+0.1% +$26.4K 0.02% 496
2023
Q2 		$19.1M Sell
271,952
-4,022
-1% -$304K 0.03% 481
2023
Q1 		$21M Buy
275,974
+165
+0.1% +$12.8K 0.03% 458
2022
Q4 		$22.4M Sell
275,809
-101,922
-27% -$7.29M 0.04% 430
2022
Q3 		$21.8M Buy
377,731
+105,627
+39% +$6.8M 0.04% 421
2022
Q2 		$16.8M Buy
272,104
+396
+0.1% +$24.5K 0.03% 515
2022
Q1 		$19M Sell
271,708
-5,531
-2% -$372K 0.03% 510
2021
Q4 		$20.3M Sell
277,239
-4,317
-2% -$300K 0.03% 465
2021
Q3 		$18.6M Sell
281,556
-16,773
-6% -$1.13M 0.03% 494
2021
Q2 		$18.9M Buy
298,329
+91,770
+44% +$5.94M 0.02% 535
2021
Q1 		$13M Buy
206,559
+50,433
+32% +$3.29M 0.02% 603
2020
Q4 		$10.8M Buy
156,126
+262
+0.2% +$17K 0.02% 613
2020
Q3 		$9.6M Sell
155,864
-7,155
-4% -$452K 0.02% 595
2020
Q2 		$10.1M Buy
163,019
+4,108
+3% +$247K 0.02% 563
2020
Q1 		$9.7M Buy
158,911
+6,109
+4% +$411K 0.02% 547
2019
Q4 		$10.9M Buy
152,802
+11,360
+8% +$803K 0.02% 620
2019
Q3 		$9.64M Buy
141,442
+430
+0.3% +$28.2K 0.02% 634
2019
Q2 		$8.57M Sell
141,012
-8,959
-6% -$551K 0.02% 613
2019
Q1 		$9.26M Sell
149,971
-24,906
-14% -$1.49M 0.02% 598
2018
Q4 		$9.73K Buy
+174,877
New +$10.4M 0.02% 564
2018
Q2 		– Sell
-154,694
Closed -$8.15M – 1323
2018
Q1 		$8.15M Hold
154,694
– – 0.01% 647
2017
Q4 		$9.87M Sell
154,694
-4,567
-3% -$289K 0.02% 651
2017
Q3 		$9.15M Buy
159,261
+4,739
+3% +$255K 0.02% 643
2017
Q2 		$7.66M Hold
154,522
– – 0.01% 654
2017
Q1 		$7.38M Sell
154,522
-500
-0.3% -$24.6K 0.01% 654
2016
Q4 		$8.68M Sell
155,022
-44,278
-22% -$2.24M 0.02% 645
2016
Q3 		$8.71M Hold
199,300
– – 0.02% 660
2016
Q2 		$7.85M Buy
199,300
+80,700
+68% +$2.89M 0.02% 651
2016
Q1 		$4.38M Sell
118,600
-50,300
-30% -$1.69M 0.01% 714
2015
Q4 		$5.01M Hold
168,900
– – 0.01% 747
2015
Q3 		$5.19M Hold
168,900
– – 0.01% 738
2015
Q2 		$5.18M Sell
168,900
-3,900
-2% -$118K 0.01% 731
2015
Q1 		$5.2M Sell
172,800
-137,100
-44% -$4.51M 0.01% 752
2014
Q4 		$9.95M Sell
309,900
-5,200
-2% -$156K 0.02% 652
2014
Q3 		$8.47M Buy
315,100
+8,200
+3% +$221K 0.01% 699
2014
Q2 		$8.35M Sell
306,900
-2,300
-0.7% -$62.9K 0.01% 672
2014
Q1 		$9.14M Hold
309,200
– – 0.01% 647
2013
Q4 		$9.21M Sell
309,200
-23,300
-7% -$658K 0.01% 660
2013
Q3 		$9.32M Buy
332,500
+2,500
+0.8% +$67.8K 0.02% 650
2013
Q2 		$8.65M Buy
+330,000
New +$8.68M 0.02% 612

Other funds holding HTO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.19B AUM 36.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Schroder Investment Management Group's HTO Position: Q1 2026 in Review

Schroder Investment Management Group increased its H2O America (HTO) stake by 253% in Q1 2026, buying an estimated $22.9M and bringing the position to 586,940 shares worth $34.6M. The position accounts for 0.03% of the portfolio, ranked #408.

Schroder Investment Management Group first reported a position in HTO in Q2 2013 and has held it in 50 quarters since. 312 funds tracked by Wall St. Rank hold HTO as of Q1 2026.

  • Schroder Investment Management Group held 586,940 shares of H2O America worth $34.6M as of Q1 2026.
  • Schroder Investment Management Group bought 420,702 H2O America shares in Q1 2026, an estimated $22.9M.
  • H2O America made up 0.03% of Schroder Investment Management Group's portfolio in Q1 2026, its #408 holding.
  • Schroder Investment Management Group first reported a position in H2O America in Q2 2013 and has held it in 50 quarters since.
  • 312 funds tracked by Wall St. Rank held H2O America as of Q1 2026.

Based on Schroder Investment Management Group's 13F filing for Q1 2026, filed 14 May 2026.