Position in OTIS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,975,733
-$50,309 QoQ
Shares Held
55,527
+6.3% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
1.14%
of 13F equity value
Holder Rank
#292
of 1,211 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OTIS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026DAVIS-REA LTD. holds $10,818,358 across 3 Specialty Industrial Machinery names. OTIS ranks #2 (36.7% of the industry book) .
All Filings in OTIS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,975,733 | 55,527 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $4,026,042 | 52,232 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $4,155,588 | 47,574 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $4,046,051 | 44,253 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $4,255,384 | 42,975 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $4,438,322 | 43,007 | Shares | Sole | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||