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 2023
Institutional positions in Power REIT as of Dec 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
- 18
- +2 vs. Q3 2023
- Shares held
- 365.8K
- −309.2K (−45.8%) vs. Q3 2023
- Total value
- $237.1K
- −$545.2K (−69.7%) vs. Q3 2023
- New holders
- 4
- 2 more added
- Sold out
- 2
- 5 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Power REIT; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of America Corp | 2 | $1 | 0.00% | +2 | New |
| Toronto Dominion Bank | 19 | $12 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 21 | $14 | 0.00% | +1+5.0% | Added |
| Farther Finance Advisors, LLC | 150 | $97 | 0.00% | +150 | New |
| Caldwell Sutter Capital, Inc. | 550 | $357 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 900 | $585 | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 3,074 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,946 | $3.21K | 0.00% | −558−10.1% | Reduced |
| Millennium Management LLC | 10,302 | $6.69K | 0.00% | +10,302 | New |
| Morgan Stanley | 12,650 | $8.22K | 0.00% | −10,322−44.9% | Reduced |
| Mariner Investment Group LLC | 15,423 | $10.0K | 0.00% | +15,423 | New |
| BlackRock Inc. | 16,283 | $10.6K | 0.00% | −239−1.4% | Reduced |
| Pensionfund Sabic | 29,948 | $19.0K | 0.01% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 35,025 | $22.8K | 0.01% | −244,966−87.5% | Reduced |
| Vanguard Group Inc | 36,007 | $23.4K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 53,999 | $35.0K | 0.00% | +400+0.7% | Added |
| Advisor Group Holdings, Inc. | 68,002 | $44.2K | 0.00% | −1,709−2.5% | Reduced |
| Pensionfund DSM Netherlands | 78,526 | $51.0K | 0.03% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 0 | $0 | 0.00% | −57,707−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |