VRS
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Virginia Retirement Systems’s Otter Tail OTTR Stock Holding History

Virginia Retirement Systems’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
2025
Q4 		$1.65M Sell
20,454
-11,600
-36% -$940K 0.01% 461
2025
Q3 		$2.63M Buy
32,054
+1,200
+4% +$97.3K 0.02% 374
2025
Q2 		$2.38M Buy
30,854
+1,400
+5% +$109K 0.02% 367
2025
Q1 		$2.37M Buy
+29,454
New +$2.33M 0.02% 337
2023
Q3 		$2.55M Buy
33,600
+6,300
+23% +$517K 0.03% 288
2023
Q2 		$2.16M Sell
27,300
-2,500
-8% -$188K 0.02% 342
2023
Q1 		$2.15M Sell
29,800
-10,500
-26% -$697K 0.02% 336
2022
Q4 		$2.37M Buy
40,300
+3,300
+9% +$198K 0.02% 385
2022
Q3 		$2.28M Buy
+37,000
New +$2.67M 0.03% 346
2022
Q1 		$2.08M Buy
33,300
+25,200
+311% +$1.58M 0.02% 432
2021
Q4 		$579 Buy
+8,100
New +$523K ﹤0.01% 807
2020
Q4 		– Sell
-7,400
Closed -$268K – 1155
2020
Q3 		$268K Sell
7,400
-6,700
-48% -$258K ﹤0.01% 958
2020
Q2 		$547K Sell
14,100
-13,000
-48% -$547K 0.01% 760
2020
Q1 		$1.21M Sell
27,100
-100
-0.4% -$4.98K 0.02% 486
2019
Q4 		$1.4M Hold
27,200
– – 0.02% 566
2019
Q3 		$1.46M Hold
27,200
– – 0.02% 541
2019
Q2 		$1.44M Buy
27,200
+1,300
+5% +$66.2K 0.02% 544
2019
Q1 		$1.29M Buy
25,900
+11,000
+74% +$540K 0.02% 580
2018
Q4 		$740K Hold
14,900
– – 0.01% 735
2018
Q3 		$714K Sell
14,900
-100
-0.7% -$4.83K 0.01% 819
2018
Q2 		$714K Sell
15,000
-3,300
-18% -$149K 0.01% 798
2018
Q1 		$793K Sell
18,300
-600
-3% -$25.1K 0.01% 718
2017
Q4 		$840K Sell
18,900
-100
-0.5% -$4.58K 0.01% 696
2017
Q3 		$824K Sell
19,000
-6,700
-26% -$277K 0.01% 716
2017
Q2 		$1.02M Buy
25,700
+1,800
+8% +$70.8K 0.01% 657
2017
Q1 		$906K Buy
+23,900
New +$905K 0.01% 685

Other funds holding OTTR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Virginia Retirement Systems's OTTR Position: Q4 2025 in Review

Virginia Retirement Systems reduced its Otter Tail (OTTR) stake by 36% in Q4 2025, selling an estimated $940K and leaving 20,454 shares worth $1.65M. The position accounts for 0.01% of the portfolio, ranked #461.

Virginia Retirement Systems first reported a position in OTTR in Q1 2017 and has held it in 26 quarters since. The position peaked at $2.63M in Q3 2025. 354 funds tracked by Wall St. Rank hold OTTR as of Q4 2025.

  • Virginia Retirement Systems held 20,454 shares of Otter Tail worth $1.65M as of Q4 2025.
  • Virginia Retirement Systems sold 11,600 Otter Tail shares in Q4 2025, an estimated $940K.
  • Otter Tail made up 0.01% of Virginia Retirement Systems's portfolio in Q4 2025, its #461 holding.
  • Virginia Retirement Systems first reported a position in Otter Tail in Q1 2017 and has held it in 26 quarters since.
  • Virginia Retirement Systems's Otter Tail position peaked at $2.63M in Q3 2025.
  • 354 funds tracked by Wall St. Rank held Otter Tail as of Q4 2025.

Based on Virginia Retirement Systems's 13F filing for Q4 2025, filed 4 Feb 2026.