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, Q4 2021
Institutional positions in Power REIT as of Dec 31, 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
- 36
- +11 vs. Q3 2021
- Shares held
- 1.17M
- +260.0K (+28.6%) vs. Q3 2021
- Total value
- $79.8M
- +$34.3M (+75.5%) vs. Q3 2021
- New holders
- 11
- 11 more added
- Sold out
- 0
- 7 more reduced
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Power REIT; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| AdvisorShares Investments LLC | 357,027 | $24.6M | 2.96% | +104,922+41.6% | Added |
| Emerald Mutual Fund Advisers Trust | 164,638 | $11.3M | 0.40% | 00.0% | Unchanged |
| Vanguard Group Inc | 115,767 | $7.98M | 0.00% | −182−0.2% | Reduced |
| Advisor Group Holdings, Inc. | 112,035 | $7.72M | 0.01% | +2,093+1.9% | Added |
| Renaissance Technologies LLC | 105,301 | $7.25M | 0.01% | +13,505+14.7% | Added |
| Mariner Investment Group LLC | 62,135 | $4.28M | 1.82% | +53,527+621.8% | Added |
| Anchor Capital Advisors LLC | 38,804 | $2.67M | 0.05% | −5,978−13.3% | Reduced |
| EAM Investors, LLC | 31,345 | $2.16M | 0.35% | +20,182+180.8% | Added |
| BlackRock Inc. | 25,106 | $1.73M | 0.00% | +15,272+155.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 24,182 | $1.67M | 0.00% | +3,335+16.0% | Added |
| Oasis Management Co Ltd. | 15,921 | $1.10M | 0.19% | +3,575+29.0% | Added |
| Baader Bank INC | 15,000 | $1.03M | 0.08% | +15,000 | New |
| Keybank National Association | 13,652 | $940.0K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 12,260 | $845.0K | 0.00% | +800+7.0% | Added |
| Cornercap Investment Counsel Inc | 7,972 | $549.0K | 0.08% | +7,972 | New |
| State Street Corp | 7,500 | $517.0K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 7,297 | $503.0K | 0.00% | −1,468−16.7% | Reduced |
| Navellier & Associates Inc | 6,048 | $417.0K | 0.06% | +415+7.4% | Added |
| Man Group plc | 4,915 | $339.0K | 0.00% | +4,915 | New |
| O'Shaughnessy Asset Management, LLC | 4,774 | $329.0K | 0.01% | −3,206−40.2% | Reduced |
| Northern Trust Corp | 4,376 | $301.0K | 0.00% | −10−0.2% | Reduced |
| CIBC Private Wealth Group, LLC | 4,352 | $300.0K | 0.00% | +4,352 | New |
| UBS Group AG | 4,132 | $285.0K | 0.00% | −110−2.6% | Reduced |
| Vident Investment Advisory, LLC | 4,072 | $281.0K | 0.01% | +4,072 | New |
| Jump Financial, LLC | 3,400 | $234.0K | 0.01% | +3,400 | New |
| Nisa Investment Advisors, LLC | 2,350 | $147.0K | 0.00% | 00.0% | Unchanged |
| Pensionfund Sabic | 2,110 | $145.0K | 0.03% | +1,500+245.9% | Added |
| Hillsdale Investment Management Inc. | 1,400 | $96.0K | 0.01% | +1,400 | New |
| Wells Fargo & Company | 198 | $14.0K | 0.00% | −1,000−83.5% | Reduced |
| Tower Research Capital LLC (TRC) | 150 | $10.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 150 | $10.0K | 0.00% | +150 | New |
| Geneos Wealth Management Inc. | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 11,472 | $6.00K | 0.00% | +11,472 | New |
| Trustcore Financial Services, LLC | 37 | $3.00K | 0.00% | +37 | New |
| Lazard Asset Management LLC | 36 | $2.00K | 0.00% | +36 | New |
| Bank of America Corp | 1 | $0 | 0.00% | 00.0% | Unchanged |