Institutional Ownership Power Reit (PW)
This table provides information about the institutional ownership of Power Reit (PW). We have compiled data on the 21 institutions that hold shares in the stock, with a total of 367,900 shares, which have been reported (via 13F filing form) to have a value of $345,000.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pensionfund Dsm Netherlands
|
Apr 03, 2024 Q1 2024 |
78,526
shares
|
$73,814
0.03% of portfolio
|
Q2 2023
Added 5.31%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
68,852
shares
|
$64,720
0.0% of portfolio
|
Q1 2024
Added 1.25%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 13, 2024 Q1 2024 |
54,296
shares
|
$51,038
0.0% of portfolio
|
Q1 2024
Added 0.55%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 10, 2024 Q1 2024 |
36,007
shares
|
$33,846
0.0% of portfolio
|
Q3 2023
Reduced 62.88%
|
|
|
Pensionfund Sabic
|
Apr 08, 2024 Q1 2024 |
29,948
shares
|
$28,151
0.01% of portfolio
|
Q2 2023
Added 71.75%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
18,890
shares
|
$17,756
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Black Rock Inc.
New York, NY |
May 10, 2024 Q1 2024 |
16,163
shares
|
$15,193
0.0% of portfolio
|
Q1 2024
Reduced 0.74%
|
|
|
Mariner Investment Group LLC
Harrison, NY |
May 14, 2024 Q1 2024 |
15,423
shares
|
$14,497
0.0% of portfolio
|
Q2 2022
Reduced 34.29%
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
May 14, 2024 Q1 2024 |
13,820
shares
|
$12,990
0.0% of portfolio
|
Q1 2024
Reduced 60.54%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
12,350
shares
|
$11,609
0.0% of portfolio
|
Q1 2024
Reduced 2.37%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
May 03, 2024 Q1 2024 |
10,000
shares
|
$9,400
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2024 Q1 2024 |
4,982
shares
|
$4,683
0.0% of portfolio
|
Q1 2024
Added 0.73%
|
|
|
Cibc Private Wealth Group, LLC
|
May 10, 2024 Q1 2024 |
4,702
shares
|
$4,419
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
3,074
shares
|
$2,889
0.0% of portfolio
|
Q3 2023
Added 1.99%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 19, 2024 Q1 2024 |
550
shares
|
$517
0.0% of portfolio
|
Q2 2023
Reduced 71.37%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
May 13, 2024 Q1 2024 |
150
shares
|
$141
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
125
shares
|
$117
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
21
shares
|
$19
0.0% of portfolio
|
Q4 2023
Added 5.0%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
May 14, 2024 Q1 2024 |
19
shares
|
$17
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
2
shares
|
$1
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|