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, Q1 2022
Institutional positions in Power REIT as of Mar 31, 2022. 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
- 38
- +3 vs. Q4 2021
- Shares held
- 1.21M
- +40.6K (+3.5%) vs. Q4 2021
- Total value
- $47.7M
- −$32.1M (−40.2%) vs. Q4 2021
- New holders
- 8
- 10 more added
- Sold out
- 5
- 10 more reduced
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Power REIT; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| AdvisorShares Investments LLC | 336,727 | $13.3M | 2.18% | −20,300−5.7% | Reduced |
| Emerald Mutual Fund Advisers Trust | 164,638 | $6.49M | 0.29% | 00.0% | Unchanged |
| Vanguard Group Inc | 118,904 | $4.68M | 0.00% | +3,137+2.7% | Added |
| Renaissance Technologies LLC | 112,096 | $4.42M | 0.01% | +6,795+6.5% | Added |
| Advisor Group Holdings, Inc. | 110,249 | $4.34M | 0.01% | −1,786−1.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 85,269 | $3.36M | 0.01% | +61,087+252.6% | Added |
| B&I Capital AG | 62,366 | $2.46M | 0.64% | +62,366 | New |
| Anchor Capital Advisors LLC | 33,655 | $1.33M | 0.03% | −5,149−13.3% | Reduced |
| Man Group plc | 27,720 | $1.09M | 0.00% | +22,805+464.0% | Added |
| Mariner Investment Group LLC | 23,472 | $925.0K | 1.17% | −38,663−62.2% | Reduced |
| BlackRock Inc. | 22,413 | $882.0K | 0.00% | −2,693−10.7% | Reduced |
| Oasis Management Co Ltd. | 15,921 | $627.0K | 0.10% | 00.0% | Unchanged |
| Keybank National Association | 13,652 | $538.0K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 12,034 | $474.0K | 0.00% | +4,737+64.9% | Added |
| Price T Rowe Associates Inc | 11,160 | $440.0K | 0.00% | −1,100−9.0% | Reduced |
| Baader Bank INC | 10,000 | $394.0K | 0.03% | −5,000−33.3% | Reduced |
| Two Sigma Investments, LP | 9,470 | $373.0K | 0.00% | +9,470 | New |
| State Street Corp | 8,362 | $329.0K | 0.00% | +862+11.5% | Added |
| Vident Investment Advisory, LLC | 6,769 | $267.0K | 0.01% | +2,697+66.2% | Added |
| Navellier & Associates Inc | 5,898 | $232.0K | 0.04% | −150−2.5% | Reduced |
| Cornercap Investment Counsel Inc | 5,700 | $225.0K | 0.03% | −2,272−28.5% | Reduced |
| CIBC Private Wealth Group, LLC | 4,352 | $171.0K | 0.00% | 00.0% | Unchanged |
| ETF Managers Group, LLC | 2,418 | $102.0K | 0.00% | +2,418 | New |
| Nisa Investment Advisors, LLC | 2,350 | $93.0K | 0.00% | 00.0% | Unchanged |
| Pensionfund Sabic | 2,110 | $83.0K | 0.02% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 1,700 | $67.0K | 0.00% | +300+21.4% | Added |
| Wells Fargo & Company | 198 | $8.00K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 200 | $8.00K | 0.00% | +200 | New |
| Tower Research Capital LLC (TRC) | 159 | $6.00K | 0.00% | +9+6.0% | Added |
| Corsicana & Co. | 125 | $5.00K | 0.00% | +125 | New |
| Fifth Third Bancorp | 99 | $4.00K | 0.00% | +99 | New |
| BNP Paribas Arbitrage, SA | 100 | $3.94K | 0.00% | +100 | New |
| Geneos Wealth Management Inc. | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 60 | $2.00K | 0.00% | +23+62.2% | Added |
| Lazard Asset Management LLC | 36 | $1.00K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 3 | $0 | 0.00% | −4,129−99.9% | Reduced |
| Bank of America Corp | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 10 | $0 | 0.00% | +10 | New |
| EAM Investors, LLC | 0 | $0 | 0.00% | −31,345−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −4,774−100.0% | Sold out |
| Northern Trust Corp | 0 | $0 | 0.00% | −4,376−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −3,400−100.0% | Sold out |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −11,472−100.0% | Sold out |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |