Skip to main content

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 2025

Institutional positions in Power REIT as of Jun 30, 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
0 vs. Q1 2025
Shares held
236.1K
+6.61K (+2.9%) vs. Q1 2025
Total value
$254.9K
−$2.31K (−0.9%) vs. Q1 2025
New holders
1
3 more added
Sold out
1
1 more reduced

Compare with Q1 2025: 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.

Institutional holdersQ2 2025: 15 institutions
Q1 2021: 22 institutionsQ2 2021: 24 institutionsQ3 2021: 25 institutionsQ4 2021: 36 institutionsQ1 2022: 38 institutionsQ2 2022: 36 institutionsQ3 2022: 26 institutionsQ4 2022: 22 institutionsQ1 2023: 22 institutionsQ2 2023: 19 institutionsQ3 2023: 16 institutionsQ4 2023: 18 institutionsQ1 2024: 19 institutionsQ2 2024: 15 institutionsQ3 2024: 13 institutionsQ4 2024: 16 institutionsQ1 2025: 15 institutionsQ2 2025: 15 institutionsQ3 2025: 16 institutionsQ4 2025: 16 institutionsQ1 2026: 11 institutionsQ2 2026: 11 institutions
Value heldQ2 2025: $254.9K
Q1 2021: $39.0MQ2 2021: $33.7MQ3 2021: $45.5MQ4 2021: $79.8MQ1 2022: $47.7MQ2 2022: $15.9MQ3 2022: $12.8MQ4 2022: $3.95MQ1 2023: $3.48MQ2 2023: $1.43MQ3 2023: $782.3KQ4 2023: $237.1KQ1 2024: $278.8KQ2 2024: $233.3KQ3 2024: $191.9KQ4 2024: $331.9KQ1 2025: $257.2KQ2 2025: $254.9KQ3 2025: $214.6KQ4 2025: $202.7KQ1 2026: $161.6KQ2 2026: $160.4K
Institutions holding PW and their total value by quarter
QuarterHoldersValue
Q2 202611$160.4K
Q1 202611$161.6K
Q4 202516$202.7K
Q3 202516$214.6K
Q2 202515$254.9K
Q1 202515$257.2K
Q4 202416$331.9K
Q3 202413$191.9K
Q2 202415$233.3K
Q1 202419$278.8K
Q4 202318$237.1K
Q3 202316$782.3K
Q2 202319$1.43M
Q1 202322$3.48M
Q4 202222$3.95M
Q3 202226$12.8M
Q2 202236$15.9M
Q1 202238$47.7M
Q4 202136$79.8M
Q3 202125$45.5M
Q2 202124$33.7M
Q1 202122$39.0M

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Power REIT; share changes are against Q1 2025.

Institutions holding PW in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Pensionfund DSM Netherlands78,526$85.0K0.06%00.0%Unchanged
Vanguard Group Inc36,007$39.0K0.00%00.0%Unchanged
Citadel Advisors LLC29,739$32.2K0.00%+14,796+99.0%Added
Pensionfund Sabic29,948$32.0K0.01%00.0%Unchanged
Renaissance Technologies LLC25,816$27.9K0.00%−580−2.2%Reduced
BlackRock, Inc.15,141$16.4K0.00%00.0%Unchanged
Morgan Stanley10,100$10.9K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)3,142$3.40K0.00%+2,376+310.2%Added
Royal Bank of Canada2,948$3.00K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.2,600$2.83K0.00%+500+23.8%Added
Raymond James Financial Inc1,470$1.59K0.00%+1,470New
Caldwell Sutter Capital, Inc.550$5950.00%00.0%Unchanged
Compass Financial Services Inc75$810.00%00.0%Unchanged
Bank of America Corp23$250.00%00.0%Unchanged
Wells Fargo & Company1$10.00%00.0%Unchanged
XTX Topco Ltd0$00.00%−11,949−100.0%Sold out