Skip to main content

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 2023

Institutional positions in Power REIT as of Mar 31, 2023. 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
0 vs. Q4 2022
Shares held
889.2K
−111.7K (−11.2%) vs. Q4 2022
Total value
$3.48M
−$472.0K (−11.9%) vs. Q4 2022
New holders
1
4 more added
Sold out
1
9 more reduced

Compare with Q4 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 holdersQ1 2023: 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 heldQ1 2023: $3.48M
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, Q1 2023

Shares, value and share of portfolio for each institution holding Power REIT; share changes are against Q4 2022.

Institutions holding PW in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
AdvisorShares Investments LLC263,074$982.7K0.31%−52,642−16.7%Reduced
Emerald Mutual Fund Advisers Trust161,638$603.8K0.04%−2,000−1.2%Reduced
Vanguard Group Inc114,290$426.9K0.00%+1,634+1.5%Added
Advisor Group Holdings, Inc.79,741$297.9K0.00%−5,426−6.4%Reduced
Pensionfund DSM Netherlands74,563$279.0K0.19%+31,997+75.2%Added
Renaissance Technologies LLC68,335$255.0K0.00%−13,461−16.5%Reduced
Man Group plc–$160.4K0.00%––
BlackRock Inc.22,937$85.7K0.00%+210+0.9%Added
Mirae Asset Global Investments Co., Ltd.19,284$72.0K0.00%−15,623−44.8%Reduced
Morgan Stanley18,226$68.1K0.00%−250−1.4%Reduced
Pensionfund Sabic17,437$65.0K0.02%00.0%Unchanged
Mariner Investment Group LLC15,423$57.6K1.76%00.0%Unchanged
Two Sigma Advisers, LP13,500$50.4K0.00%−800−5.6%Reduced
Millennium Management LLC12,185$46.0K0.00%−3,296−21.3%Reduced
Royal Bank of Canada2,948$11.0K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.1,921$7.18K0.01%00.0%Unchanged
UBS Group AG1,600$5.98K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)1,172$4.00K0.00%+393+50.4%Added
Nisa Investment Advisors, LLC900$3.00K0.00%00.0%Unchanged
Wells Fargo & Company20$780.00%−182−90.1%Reduced
Bank of America Corp6$220.00%00.0%Unchanged
Toronto Dominion Bank19$00.00%+19New
Baader Bank INC0$00.00%−10,000−100.0%Sold out