Power REIT
PW- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001532619
No open-market purchases or sales by Power REIT insiders were filed in the last 90 days; 11 institutions reported holding it in 13F filings for Q2 2026, worth $160.4K in total; no superinvestor holds it.
Other share classesPW.PA
13F holders, Q2 2021
Institutional positions in Power REIT as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 24
- +2 vs. Q1 2021
- Shares held
- 839.1K
- −23.6K (−2.7%) vs. Q1 2021
- Total value
- $33.7M
- −$5.32M (−13.6%) vs. Q1 2021
- New holders
- 5
- 10 more added
- Sold out
- 3
- 5 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PW on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 11 | $160.4K |
| Q1 2026 | 11 | $161.6K |
| Q4 2025 | 16 | $202.7K |
| Q3 2025 | 16 | $214.6K |
| Q2 2025 | 15 | $254.9K |
| Q1 2025 | 15 | $257.2K |
| Q4 2024 | 16 | $331.9K |
| Q3 2024 | 13 | $191.9K |
| Q2 2024 | 15 | $233.3K |
| Q1 2024 | 19 | $278.8K |
| Q4 2023 | 18 | $237.1K |
| Q3 2023 | 16 | $782.3K |
| Q2 2023 | 19 | $1.43M |
| Q1 2023 | 22 | $3.48M |
| Q4 2022 | 22 | $3.95M |
| Q3 2022 | 26 | $12.8M |
| Q2 2022 | 36 | $15.9M |
| Q1 2022 | 38 | $47.7M |
| Q4 2021 | 36 | $79.8M |
| Q3 2021 | 25 | $45.5M |
| Q2 2021 | 24 | $33.7M |
| Q1 2021 | 22 | $39.0M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Power REIT; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| AdvisorShares Investments LLC | 203,706 | $8.18M | 1.12% | +26,945+15.2% | Added |
| Emerald Mutual Fund Advisers Trust | 164,638 | $6.61M | 0.22% | −2,600−1.6% | Reduced |
| Vanguard Group Inc | 112,827 | $4.53M | 0.00% | −8,375−6.9% | Reduced |
| Advisor Group Holdings, Inc. | 111,305 | $4.47M | 0.01% | −337−0.3% | Reduced |
| Renaissance Technologies LLC | 104,296 | $4.19M | 0.01% | −22,300−17.6% | Reduced |
| Anchor Capital Advisors LLC | 46,050 | $1.85M | 0.04% | +910+2.0% | Added |
| Morgan Stanley | 14,775 | $594.0K | 0.00% | +9,208+165.4% | Added |
| Keybank National Association | 13,652 | $548.0K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 11,460 | $460.0K | 0.00% | −10,400−47.6% | Reduced |
| CIBC Private Wealth Group, LLC | 10,782 | $433.0K | 0.00% | +1,430+15.3% | Added |
| BlackRock Inc. | 9,958 | $400.0K | 0.00% | +5,954+148.7% | Added |
| Mariner Investment Group LLC | 8,608 | $346.0K | 0.76% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 6,253 | $251.0K | 0.00% | +1,463+30.5% | Added |
| Navellier & Associates Inc | 5,351 | $215.0K | 0.03% | +5,351 | New |
| Two Sigma Investments, LP | 5,000 | $201.0K | 0.00% | +5,000 | New |
| Penserra Capital Management LLC | 4,061 | $161.0K | 0.00% | +1,289+46.5% | Added |
| Nisa Investment Advisors, LLC | 3,850 | $155.0K | 0.00% | +1,550+67.4% | Added |
| Wells Fargo & Company | 1,198 | $49.0K | 0.00% | +1,182+7,387.5% | Added |
| UBS Group AG | 789 | $32.0K | 0.00% | +789 | New |
| Tower Research Capital LLC (TRC) | 218 | $9.00K | 0.00% | +68+45.3% | Added |
| Strategic Blueprint, LLC | 151 | $6.00K | 0.00% | +151 | New |
| Advisory Services Network, LLC | 100 | $4.00K | 0.00% | +100 | New |
| Geneos Wealth Management Inc. | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 1 | $0 | 0.00% | 00.0% | Unchanged |
| EAM Investors, LLC | 0 | $0 | 0.00% | −29,509−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Northern Trust Corp | 0 | $0 | 0.00% | −4,483−100.0% | Sold out |