Position in UTG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$218,788
+$7,737 QoQ
Shares Held
5,373
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#179
of 264 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UTG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026RMR Capital Management, LLC holds $5,087,839 across 2 Asset Management names. UTG ranks #2 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLX |
Sixth Street Specialty Lending, Inc.
|
283,579 | $4,869,051 | |
| 2 | UTG |
Reaves Utility Income Fund
This page
|
5,373 | $218,788 |
All Filings in UTG
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $218,788 | 5,373 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $211,051 | 5,373 | Shares | Sole | 2026-05-20 | |
| 2025-09-30 | $212,878 | 5,373 | Shares | Sole | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||