Rathbones Group PLC Trims Stake in HA Sustainable Infrastructure Capital

The investment firm reduced its holdings in the real estate investment trust by 11.2% in the third quarter.

Published on Mar. 9, 2026

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Rathbones Group PLC, a UK-based investment management firm, trimmed its holdings in shares of HA Sustainable Infrastructure Capital, Inc. (NYSE:HASI) by 11.2% in the third quarter, according to a recent 13F filing with the Securities and Exchange Commission. The firm now owns 477,092 shares of the real estate investment trust's stock, valued at $14.6 million.

Why it matters

HA Sustainable Infrastructure Capital is a real estate investment trust that focuses on financing and investing in climate change solutions, such as renewable energy and energy efficiency projects. The reduction in Rathbones Group's stake could signal a shift in investor sentiment or portfolio rebalancing, which could impact the company's access to capital and future growth prospects.

The details

According to the 13F filing, Rathbones Group sold 60,057 shares of HA Sustainable Infrastructure Capital during the third quarter. The firm now owns 0.38% of the company's outstanding shares. Several other institutional investors and hedge funds have also recently bought and sold shares of the stock, with some increasing their positions and others, like Rathbones, reducing their exposure.

  • Rathbones Group PLC trimmed its holdings in HA Sustainable Infrastructure Capital in the third quarter of 2026.

The players

Rathbones Group PLC

A UK-based investment management firm that has reduced its stake in HA Sustainable Infrastructure Capital.

HA Sustainable Infrastructure Capital, Inc.

A real estate investment trust that focuses on financing and investing in climate change solutions, such as renewable energy and energy efficiency projects.

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The takeaway

The reduction in Rathbones Group's stake in HA Sustainable Infrastructure Capital could signal a shift in investor sentiment or portfolio rebalancing, which could impact the company's access to capital and future growth prospects. However, the overall institutional ownership in the company remains high, with 96.14% of the stock owned by hedge funds and other institutional investors.