AWR — AMER STATES WTR CO

Ownership history in VIRTUS ADVISERS, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which VIRTUS ADVISERS, LLC reported a position in AMER STATES WTR CO (AWR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.23% (2025 Q3)
Avg. % of fund
0.2%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 4,803 — 0% 0.16% $348K $71.98
2025 Q3 INITIATED 4,803 — — 0.23% $352K $72.32
% of Fund (quarterly)    AWR price (monthly, adj. close)

Other funds also holding AWR

As of 2025 Q4 — sorted by position size

QSV Equity Investors LLC 1.08% SkyOak Wealth, LLC 3Y 0.48% Leith Wheeler Investment Counsel Ltd. 3Y 7Y 0.43% KENNEDY CAPITAL MANAGEMENT LLC 3Y 7Y 0.29% Cornerstone Wealth Management, LLC 3Y 7Y 0.23% Meiji Yasuda Asset Management Co Ltd. 3Y 7Y 0.2% ELCO Management Co., LLC 3Y 7Y 0.2% Hunter Perkins Capital Management, LLC 3Y 0.18% AIGEN INVESTMENT MANAGEMENT, LP 3Y 0.17% WFA of San Diego, LLC 3Y 0.16%
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