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 |
|---|---|---|---|---|---|
| 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 |
| Lazard Asset Management LLC | 36 | $1.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 60 | $2.00K | 0.00% | +23+62.2% | Added |
| Geneos Wealth Management Inc. | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 100 | $3.94K | 0.00% | +100 | New |
| Fifth Third Bancorp | 99 | $4.00K | 0.00% | +99 | New |
| Corsicana & Co. | 125 | $5.00K | 0.00% | +125 | New |
| Tower Research Capital LLC (TRC) | 159 | $6.00K | 0.00% | +9+6.0% | Added |
| Wells Fargo & Company | 198 | $8.00K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 200 | $8.00K | 0.00% | +200 | New |
| Hillsdale Investment Management Inc. | 1,700 | $67.0K | 0.00% | +300+21.4% | Added |
| Pensionfund Sabic | 2,110 | $83.0K | 0.02% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,350 | $93.0K | 0.00% | 00.0% | Unchanged |
| ETF Managers Group, LLC | 2,418 | $102.0K | 0.00% | +2,418 | New |
| CIBC Private Wealth Group, LLC | 4,352 | $171.0K | 0.00% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 5,700 | $225.0K | 0.03% | −2,272−28.5% | Reduced |
| Navellier & Associates Inc | 5,898 | $232.0K | 0.04% | −150−2.5% | Reduced |
| Vident Investment Advisory, LLC | 6,769 | $267.0K | 0.01% | +2,697+66.2% | Added |
| State Street Corp | 8,362 | $329.0K | 0.00% | +862+11.5% | Added |
| Two Sigma Investments, LP | 9,470 | $373.0K | 0.00% | +9,470 | New |
| Baader Bank INC | 10,000 | $394.0K | 0.03% | −5,000−33.3% | Reduced |
| Price T Rowe Associates Inc | 11,160 | $440.0K | 0.00% | −1,100−9.0% | Reduced |
| Morgan Stanley | 12,034 | $474.0K | 0.00% | +4,737+64.9% | Added |
| Keybank National Association | 13,652 | $538.0K | 0.00% | 00.0% | Unchanged |
| Oasis Management Co Ltd. | 15,921 | $627.0K | 0.10% | 00.0% | Unchanged |
| BlackRock Inc. | 22,413 | $882.0K | 0.00% | −2,693−10.7% | Reduced |
| Mariner Investment Group LLC | 23,472 | $925.0K | 1.17% | −38,663−62.2% | Reduced |
| Man Group plc | 27,720 | $1.09M | 0.00% | +22,805+464.0% | Added |
| Anchor Capital Advisors LLC | 33,655 | $1.33M | 0.03% | −5,149−13.3% | Reduced |
| B&I Capital AG | 62,366 | $2.46M | 0.64% | +62,366 | New |
| Mirae Asset Global Investments Co., Ltd. | 85,269 | $3.36M | 0.01% | +61,087+252.6% | Added |
| Advisor Group Holdings, Inc. | 110,249 | $4.34M | 0.01% | −1,786−1.6% | Reduced |
| Renaissance Technologies LLC | 112,096 | $4.42M | 0.01% | +6,795+6.5% | Added |
| Vanguard Group Inc | 118,904 | $4.68M | 0.00% | +3,137+2.7% | Added |
| Emerald Mutual Fund Advisers Trust | 164,638 | $6.49M | 0.29% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 336,727 | $13.3M | 2.18% | −20,300−5.7% | Reduced |
| 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 |