Position in HTO
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$4,439,558
+$1,864,595 QoQ
Shares Held
75,670
+44.0% QoQ
Ownership
0.181%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HTO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Swiss Life Asset Management Ltd holds $10,770,934 across 3 Utilities - Regulated Water names.
All Filings in HTO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,439,558 | 75,670 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $2,574,963 | 52,561 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $2,554,265 | 52,449 | Shares | Defined | 2025-12-02 | |
| 2025-06-30 | $2,693,136 | 51,821 | Shares | Defined | 2025-12-02 | |
| 2025-03-31 | $2,409,969 | 44,066 | Shares | Defined | 2025-12-02 | |
| 2024-12-31 | $2,149,485 | 43,671 | Shares | Sole | 2025-12-09 | |
| No filing history on record for this holder in this stock. | ||||||