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