Position in WTRG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$775,739
-$31,634 QoQ
Shares Held
20,249
+1.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#313
of 691 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026IFM Investors Pty Ltd holds $10,284,455 across 4 Utilities - Regulated Water names. WTRG ranks #2 (7.5% of the industry book) .
All Filings in WTRG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $775,739 | 20,249 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $807,373 | 20,049 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,818,922 | 73,486 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,824,161 | 70,781 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $2,599,762 | 69,999 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $2,936,486 | 74,285 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $3,262,770 | 89,834 | Shares | Sole | 2025-04-29 | |
| 2024-09-30 | $3,598,426 | 93,296 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $3,757,040 | 100,644 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $3,720,598 | 100,421 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $3,450,691 | 92,388 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $3,187,574 | 92,851 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $3,611,136 | 90,482 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $3,082,344 | 70,615 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,267,452 | 68,457 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,475,051 | 83,979 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $2,926,422 | 63,826 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $3,338,379 | 65,292 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,671,047 | 31,124 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $1,474,836 | 32,006 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $1,462,674 | 32,006 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $1,104,295 | 24,677 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $1,101,762 | 23,298 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $832,812 | 20,691 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $808,600 | 19,143 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $882,742 | 21,689 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||