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 2025
Institutional positions in Power REIT as of Mar 31, 2025. 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
- −1 vs. Q4 2024
- Shares held
- 229.5K
- −20.2K (−8.1%) vs. Q4 2024
- Total value
- $257.2K
- −$74.7K (−22.5%) vs. Q4 2024
- New holders
- 2
- 1 more added
- Sold out
- 3
- 2 more reduced
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Power REIT; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Pensionfund DSM Netherlands | 78,526 | $88.0K | 0.06% | 00.0% | Unchanged |
| Vanguard Group Inc | 36,007 | $40.3K | 0.00% | 00.0% | Unchanged |
| Pensionfund Sabic | 29,948 | $34.0K | 0.01% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 26,396 | $29.6K | 0.00% | −9,100−25.6% | Reduced |
| BlackRock, Inc. | 15,141 | $17.0K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 14,943 | $16.7K | 0.00% | +14,943 | New |
| XTX Topco Ltd | 11,949 | $13.4K | 0.00% | +11,949 | New |
| Morgan Stanley | 10,100 | $11.3K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 2,948 | $3.00K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,100 | $2.35K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 766 | $858 | 0.00% | −1,125−59.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 550 | $616 | 0.00% | 00.0% | Unchanged |
| Compass Financial Services Inc | 75 | $84 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 23 | $26 | 0.00% | +1+4.5% | Added |
| Wells Fargo & Company | 1 | $1 | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 0 | $0 | 0.00% | −24,407−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −12,098−100.0% | Sold out |
| Capital Analysts, LLC | 0 | $0 | 0.00% | −403−100.0% | Sold out |