Institutional Ownership Power Reit (PW)
This table provides information about the institutional ownership of Power Reit (PW). We have compiled data on the 17 institutions that hold shares in the stock, with a total of 212,876 shares, which have been reported (via 13F filing form) to have a value of $149,000.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pensionfund Dsm Netherlands
|
Jul 01, 2025 Q2 2025 |
78,526
shares
|
$54,968
0.06% of portfolio
|
Q2 2023
Added 5.31%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
36,007
shares
|
$25,204
0.0% of portfolio
|
Q3 2023
Reduced 62.88%
|
|
|
Pensionfund Sabic
|
Jun 30, 2025 Q1 2025 |
29,948
shares
|
$20,963
0.01% of portfolio
|
Q2 2023
Added 71.75%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
27,516
shares
|
$19,261
0.0% of portfolio
|
Q3 2025
Added 6.59%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
15,141
shares
|
$10,598
0.0% of portfolio
|
Q2 2024
Reduced 6.32%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
10,774
shares
|
$7,541
0.0% of portfolio
|
Q3 2025
Added 6.67%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
4,378
shares
|
$3,064
0.0% of portfolio
|
Q3 2025
Added 39.34%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
3,590
shares
|
$2,513
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
2,948
shares
|
$2,063
0.0% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
2,600
shares
|
$1,819
0.0% of portfolio
|
Q2 2025
Added 160.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
674
shares
|
$471
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
550
shares
|
$385
0.0% of portfolio
|
Q2 2023
Reduced 71.37%
|
|
|
Corsicana & Co.
|
Oct 10, 2025 Q3 2025 |
125
shares
|
$87
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
75
shares
|
$52
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
23
shares
|
$16
0.0% of portfolio
|
Q1 2025
Added 4.55%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|