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, Q3 2023
Institutional positions in Power REIT as of Sep 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
- 16
- −3 vs. Q2 2023
- Shares held
- 675.0K
- −198.5K (−22.7%) vs. Q2 2023
- Total value
- $782.3K
- −$650.3K (−45.4%) vs. Q2 2023
- New holders
- 1
- 4 more added
- Sold out
- 4
- 6 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Power REIT; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| AdvisorShares Investments LLC | 279,991 | $324.8K | 0.09% | +11,117+4.1% | Added |
| Pensionfund DSM Netherlands | 78,526 | $91.0K | 0.06% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 69,711 | $80.9K | 0.00% | −1,530−2.1% | Reduced |
| Emerald Mutual Fund Advisers Trust | 57,707 | $66.9K | 0.00% | −100,000−63.4% | Reduced |
| Renaissance Technologies LLC | 53,599 | $62.0K | 0.00% | −12,392−18.8% | Reduced |
| Vanguard Group Inc | 36,007 | $41.8K | 0.00% | −60,987−62.9% | Reduced |
| Pensionfund Sabic | 29,948 | $35.0K | 0.01% | 00.0% | Unchanged |
| Morgan Stanley | 22,972 | $26.6K | 0.00% | +8,293+56.5% | Added |
| FNY Investment Advisers, LLC | 20,000 | $23.0K | 0.01% | +20,000 | New |
| BlackRock Inc. | 16,522 | $19.2K | 0.00% | −581−3.4% | Reduced |
| Tower Research Capital LLC (TRC) | 5,504 | $6.38K | 0.00% | +3,105+129.4% | Added |
| Royal Bank of Canada | 3,074 | $3.00K | 0.00% | +60+2.0% | Added |
| Nisa Investment Advisors, LLC | 900 | $1.04K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 550 | $638 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 20 | $24 | 0.00% | −1−4.8% | Reduced |
| Toronto Dominion Bank | 19 | $22 | 0.00% | 00.0% | Unchanged |
| Man Group plc | 0 | $0 | 0.00% | −27,287−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −14,344−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −13,100−100.0% | Sold out |
| Cambiar Investors LLC | 0 | $0 | 0.00% | −10,892−100.0% | Sold out |