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, Q2 2023
Institutional positions in Power REIT as of Jun 30, 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
- 19
- −2 vs. Q1 2023
- Shares held
- 873.6K
- −207 (0.0%) vs. Q1 2023
- Total value
- $1.43M
- −$1.99M (−58.2%) vs. Q1 2023
- New holders
- 2
- 6 more added
- Sold out
- 4
- 8 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Power REIT; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 19 | $0 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 21 | $34 | 0.00% | +1+5.0% | Added |
| Caldwell Sutter Capital, Inc. | 550 | $902 | 0.00% | −1,371−71.4% | Reduced |
| Nisa Investment Advisors, LLC | 900 | $1.48K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,399 | $3.93K | 0.00% | +1,227+104.7% | Added |
| Royal Bank of Canada | 3,014 | $5.00K | 0.00% | +66+2.2% | Added |
| Cambiar Investors LLC | 10,892 | $17.9K | 0.00% | +10,892 | New |
| Two Sigma Advisers, LP | 13,100 | $21.5K | 0.00% | −400−3.0% | Reduced |
| Citadel Advisors LLC | 14,344 | $23.5K | 0.00% | +14,344 | New |
| Morgan Stanley | 14,679 | $24.1K | 0.00% | −3,547−19.5% | Reduced |
| BlackRock Inc. | 17,103 | $28.0K | 0.00% | −5,834−25.4% | Reduced |
| Man Group plc | 27,287 | $44.8K | 0.00% | – | – |
| Pensionfund Sabic | 29,948 | $49.0K | 0.02% | +12,511+71.7% | Added |
| Renaissance Technologies LLC | 65,991 | $108.0K | 0.00% | −2,344−3.4% | Reduced |
| Advisor Group Holdings, Inc. | 71,241 | $116.8K | 0.00% | −8,500−10.7% | Reduced |
| Pensionfund DSM Netherlands | 78,526 | $129.0K | 0.08% | +3,963+5.3% | Added |
| Vanguard Group Inc | 96,994 | $159.1K | 0.00% | −17,296−15.1% | Reduced |
| Emerald Mutual Fund Advisers Trust | 157,707 | $258.6K | 0.01% | −3,931−2.4% | Reduced |
| AdvisorShares Investments LLC | 268,874 | $441.0K | 0.13% | +5,800+2.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −19,284−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −12,185−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Mariner Investment Group LLC | – | – | – | – | Not filed |