Position in AWR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$674,012
+$35,704 QoQ
Shares Held
8,157
-3.4% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#21
of 88 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AWR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Atria Investments, Inc holds $9,298,244 across 11 Utilities - Regulated Water names. AWR ranks #5 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
24,612 | $3,238,446 | |
| 2 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
208,317 | $1,204,072 | |
| 3 | WTRG |
Essential Utilities, Inc.
|
26,706 | $1,023,106 | |
| 4 | HTO |
H2o America
|
14,459 | $878,673 | |
| 5 | AWR |
American States Water Co
This page
|
8,157 | $674,012 | |
| 6 | CWT |
California Water Service Group
|
12,429 | $604,670 | |
| 7 | YORW |
York Water Co
|
18,160 | $556,604 | |
| 8 | ARTNA |
Artesian Resources Corp
|
10,889 | $370,117 |
All Filings in AWR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $674,012 | 8,157 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $638,308 | 8,441 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $515,840 | 7,117 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $533,769 | 7,280 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $297,900 | 3,886 | Shares | Sole | 2025-08-04 | |
| No filing history on record for this holder in this stock. | ||||||