Power REIT

13F holders, Q3 2024 (September 30)
13holders −2
1new positions
3sold out
1famous investor
$0.75avg. 13F price*

At the end of Q3 2024, 13 institutions reported holding Power REIT in their 13F filings, down 2 from Q2 2024. 1 opened new positions and 3 sold out. The largest holders were Pensionfund PDN ($59K), Renaissance Technologies ($47K) and Vanguard Group Inc. ($27K). 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions1$9K
Exits3$18K

All 13F filers, Q2 2024 → Q3 2024: 17,358 shares bought and 21,232 shares sold, net −3,874 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 13 holders

Pensionfund PDN 0.03% No change 78,526 $59K
Renaissance Technologies 0.00% Add +7.5% 61,896 $47K
Vanguard Group Inc. 0.00% No change 36,007 $27K
Pensionfund Sabic 0.01% No change 29,948 $23K
BlackRock, Inc. 0.00% — 15,141 $11K
HRT Financial LP 0.00% New 12,088 $9K
Morgan Stanley 0.00% Reduce -9.0% 10,100 $8K
Tower Research Capital LLC (TRC) 0.00% Add +19.7% 5,752 $4K
Royal Bank of Canada 0.00% Reduce -2.9% 2,948 $2K
Osaic Holdings, Inc. 0.00% No change 1,600 $1K
Caldwell Sutter Capital, Inc. 0.00% No change 550 $415
Farther Finance Advisors, LLC 0.00% No change 150 $113
Bank of America Corp. 0.00% Add +1100.0% 24 $19

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