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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 2022

Institutional positions in Power REIT as of Dec 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
22
−3 vs. Q3 2022
Shares held
1.00M
−197.3K (−16.5%) vs. Q3 2022
Total value
$3.95M
−$8.83M (−69.1%) vs. Q3 2022
New holders
4
5 more added
Sold out
7
7 more reduced

1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2022: 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.

Institutional holdersQ4 2022: 22 institutions
Q1 2021: 22 institutionsQ2 2021: 24 institutionsQ3 2021: 25 institutionsQ4 2021: 36 institutionsQ1 2022: 38 institutionsQ2 2022: 36 institutionsQ3 2022: 26 institutionsQ4 2022: 22 institutionsQ1 2023: 22 institutionsQ2 2023: 19 institutionsQ3 2023: 16 institutionsQ4 2023: 18 institutionsQ1 2024: 19 institutionsQ2 2024: 15 institutionsQ3 2024: 13 institutionsQ4 2024: 16 institutionsQ1 2025: 15 institutionsQ2 2025: 15 institutionsQ3 2025: 16 institutionsQ4 2025: 16 institutionsQ1 2026: 11 institutionsQ2 2026: 11 institutions
Value heldQ4 2022: $3.95M
Q1 2021: $39.0MQ2 2021: $33.7MQ3 2021: $45.5MQ4 2021: $79.8MQ1 2022: $47.7MQ2 2022: $15.9MQ3 2022: $12.8MQ4 2022: $3.95MQ1 2023: $3.48MQ2 2023: $1.43MQ3 2023: $782.3KQ4 2023: $237.1KQ1 2024: $278.8KQ2 2024: $233.3KQ3 2024: $191.9KQ4 2024: $331.9KQ1 2025: $257.2KQ2 2025: $254.9KQ3 2025: $214.6KQ4 2025: $202.7KQ1 2026: $161.6KQ2 2026: $160.4K
Institutions holding PW and their total value by quarter
QuarterHoldersValue
Q2 202611$160.4K
Q1 202611$161.6K
Q4 202516$202.7K
Q3 202516$214.6K
Q2 202515$254.9K
Q1 202515$257.2K
Q4 202416$331.9K
Q3 202413$191.9K
Q2 202415$233.3K
Q1 202419$278.8K
Q4 202318$237.1K
Q3 202316$782.3K
Q2 202319$1.43M
Q1 202322$3.48M
Q4 202222$3.95M
Q3 202226$12.8M
Q2 202236$15.9M
Q1 202238$47.7M
Q4 202136$79.8M
Q3 202125$45.5M
Q2 202124$33.7M
Q1 202122$39.0M

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Power REIT; share changes are against Q3 2022.

Institutions holding PW in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
AdvisorShares Investments LLC315,716$1.25M0.35%−11,011−3.4%Reduced
Emerald Mutual Fund Advisers Trust163,638$646.4K0.04%−1,000−0.6%Reduced
Vanguard Group Inc112,656$445.0K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.85,167$336.0K0.00%−21,388−20.1%Reduced
Renaissance Technologies LLC81,796$323.0K0.00%−8,206−9.1%Reduced
Pensionfund DSM Netherlands42,566$168.0K0.12%+6,533+18.1%Added
Man Group plc42,256$166.9K0.00%+1,012+2.5%Added
Mirae Asset Global Investments Co., Ltd.34,907$137.9K0.00%−94,123−72.9%Reduced
BlackRock Inc.22,727$89.8K0.00%+140+0.6%Added
Morgan Stanley18,476$73.0K0.00%+206+1.1%Added
Pensionfund Sabic17,437$69.0K0.02%00.0%Unchanged
Mariner Investment Group LLC15,423$61.0K0.18%00.0%Unchanged
Millennium Management LLC15,481$61.0K0.00%+15,481New
Two Sigma Advisers, LP14,300$56.5K0.00%−3,000−17.3%Reduced
Baader Bank INC10,000$39.5K0.00%00.0%Unchanged
Royal Bank of Canada2,948$12.0K0.00%−151−4.9%Reduced
Caldwell Sutter Capital, Inc.1,921$7.59K0.01%+1,921New
UBS Group AG1,600$6.32K0.00%+1,600New
Nisa Investment Advisors, LLC900$4.00K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)779$3.00K0.00%+143+22.5%Added
Wells Fargo & Company202$7980.00%00.0%Unchanged
Bank of America Corp6$240.00%+6New
ETF Managers Group, LLC0$00.00%−21,038−100.0%Sold out
Cornercap Investment Counsel Inc0$00.00%−18,079−100.0%Sold out
Anchor Capital Advisors LLC0$00.00%−16,703−100.0%Sold out
Oasis Management Co Ltd.0$00.00%−15,921−100.0%Sold out
Keybank National Association0$00.00%−13,652−100.0%Sold out
BNP Paribas Arbitrage, SA0$00.00%−100−100.0%Sold out
Harbor Investment Advisory, LLC0$00.00%−15−100.0%Sold out
Corsicana & Co.––––Not filed