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 2024
Institutional positions in Power REIT as of Jun 30, 2024. 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
- 15
- −4 vs. Q1 2024
- Shares held
- 258.6K
- −109.2K (−29.7%) vs. Q1 2024
- Total value
- $233.3K
- −$45.5K (−16.3%) vs. Q1 2024
- New holders
- 0
- 1 more added
- Sold out
- 4
- 5 more reduced
Compare with Q1 2024: 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 2024
Shares, value and share of portfolio for each institution holding Power REIT; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Pensionfund DSM Netherlands | 78,526 | $71.0K | 0.04% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 57,596 | $51.8K | 0.00% | +3,300+6.1% | Added |
| Vanguard Group Inc | 36,007 | $32.4K | 0.00% | 00.0% | Unchanged |
| Pensionfund Sabic | 29,948 | $27.0K | 0.01% | 00.0% | Unchanged |
| Mariner Investment Group LLC | 15,423 | $13.9K | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 15,141 | $13.6K | 0.00% | −1,022−6.3% | Reduced |
| Morgan Stanley | 11,100 | $9.99K | 0.00% | −1,250−10.1% | Reduced |
| Tower Research Capital LLC (TRC) | 4,804 | $4.32K | 0.00% | −178−3.6% | Reduced |
| CIBC Private Wealth Group, LLC | 4,702 | $4.18K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 3,036 | $3.00K | 0.00% | −38−1.2% | Reduced |
| Advisor Group Holdings, Inc. | 1,600 | $1.44K | 0.00% | −67,252−97.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 550 | $495 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 150 | $135 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 19 | $17 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 2 | $2 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −18,890−100.0% | Sold out |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −13,820−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |