Power REIT

13F holders, Q1 2024 (March 31)
19holders
1famous investor
$0.76avg. 13F price*

At the end of Q1 2024, 19 institutions reported holding Power REIT in their 13F filings. The largest holders were Pensionfund PDN ($60K), Osaic Holdings, Inc. ($52K) and Renaissance Technologies ($41K). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Power REIT
CUSIP
73933H101
Latest filing quarter
Q1 2026

History

Number of 13F holders

05101520 Q1 2024: 19Q1 2024Q2 2024: 15Q2 2024Q3 2024: 13Q3 2024Q4 2024: 16Q4 2024Q1 2025: 15Q1 2025Q2 2025: 15Q2 2025Q3 2025: 16Q3 2025Q4 2025: 16Q4 2025Q1 2026: 11Q1 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions3$25K
Exits2$7K

Ownership 19 holders

Pensionfund PDN 0.03% No change 78,526 $60K
Osaic Holdings, Inc. 0.00% Add +1.3% 68,852 $52K
Renaissance Technologies 0.00% Add +0.6% 54,296 $41K
Vanguard Group Inc. 0.00% No change 36,007 $27K
Pensionfund Sabic 0.01% No change 29,948 $23K
Susquehanna International Group, LLP 0.00% New 18,890 $14K
BlackRock Inc. 0.00% Reduce -0.7% 16,163 $12K
Mariner Investment Group LLC 0.00% No change 15,423 $12K
AdvisorShares Investments LLC 0.00% Reduce -60.5% 13,820 $11K
Morgan Stanley 0.00% Reduce -2.4% 12,350 $9K
Baader Bank Aktiengesellschaft 0.00% New 10,000 $8K
Tower Research Capital LLC (TRC) 0.00% Add +0.7% 4,982 $4K
CIBC Private Wealth Group LLC 0.00% New 4,702 $3K
Royal Bank of Canada 0.00% No change 3,074 $2K
Caldwell Sutter Capital, Inc. 0.00% No change 550 $418
Farther Finance Advisors, LLC 0.00% No change 150 $93
Wells Fargo & Company 0.00% No change 21 $16
Toronto Dominion Bank 0.00% No change 19 $14
Bank of America Corp. 0.00% No change 2 $2

"% of holder's portfolio" is POWER REIT's weight in each manager's 13F, not the share of Power REIT the manager owns.