Power REIT

13F holders, Q2 2024 (June 30)
15holders −4
0new positions
3sold out
1famous investor
$0.90avg. 13F price*

At the end of Q2 2024, 15 institutions reported holding Power REIT in their 13F filings, down 4 from Q1 2024. 0 opened new positions and 3 sold out. The largest holders were Pensionfund PDN ($71K), Renaissance Technologies ($52K) and Vanguard Group Inc. ($32K). 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 → Q2 2024

InstitutionsTotal Value
New Positions0$0
Exits3$32K

All 13F filers, Q1 2024 → Q2 2024: 3,300 shares bought and 112,471 shares sold, net −109,171 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 15 holders

Pensionfund PDN 0.04% No change 78,526 $71K
Renaissance Technologies 0.00% Add +6.1% 57,596 $52K
Vanguard Group Inc. 0.00% No change 36,007 $32K
Pensionfund Sabic 0.01% No change 29,948 $27K
Mariner Investment Group LLC 0.00% No change 15,423 $14K
BlackRock Inc. 0.00% Reduce -6.3% 15,141 $14K
Morgan Stanley 0.00% Reduce -10.1% 11,100 $10K
Tower Research Capital LLC (TRC) 0.00% Reduce -3.6% 4,804 $4K
CIBC Private Wealth Group LLC 0.00% No change 4,702 $4K
Royal Bank of Canada 0.00% Reduce -1.2% 3,036 $3K
Osaic Holdings, Inc. 0.00% Reduce -97.7% 1,600 $1K
Caldwell Sutter Capital, Inc. 0.00% No change 550 $495
Farther Finance Advisors, LLC 0.00% No change 150 $135
Toronto Dominion Bank 0.00% No change 19 $17
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.