Power REIT
13F holders, Q4 2024 (December 31)16holders +3
3new positions
2sold out
1famous investor
$1.33avg. 13F price*
At the end of Q4 2024, 16 institutions reported holding Power REIT in their 13F filings, up 3 from Q3 2024. 3 opened new positions and 2 sold out. The largest holders were Pensionfund PDN ($104K), Vanguard Group Inc. ($48K) and Renaissance Technologies ($47K). 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
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $49K |
| Exits | 2 | $9K |
All 13F filers, Q3 2024 → Q4 2024: 37,409 shares bought and 42,501 shares sold, net −5,092 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 16 holders
| Pensionfund PDN | 0.06% | No change | 78,526 | $104K |
| Vanguard Group Inc. | 0.00% | No change | 36,007 | $48K |
| Renaissance Technologies | 0.00% | Reduce -42.6% | 35,496 | $47K |
| Pensionfund Sabic | 0.01% | No change | 29,948 | $40K |
| Virtu Financial LLC | 0.00% | New | 24,407 | $32K |
| BlackRock, Inc. | 0.00% | No change | 15,141 | $20K |
| StoneX Group Inc. | 0.00% | New | 12,098 | $16K |
| Morgan Stanley | 0.00% | No change | 10,100 | $13K |
| Royal Bank of Canada | 0.00% | No change | 2,948 | $4K |
| Osaic Holdings, Inc. | 0.00% | Add +31.3% | 2,100 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -67.1% | 1,891 | $3K |
| Capital Analysts, LLC | 0.00% | New | 403 | $1K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 550 | $732 |
| Compass Financial Services Inc | 0.00% | — | 75 | $100 |
| Bank of America Corp. | 0.00% | Reduce -8.3% | 22 | $29 |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $1 |
"% of holder's portfolio" is POWER REIT's weight in each manager's 13F, not the share of Power REIT the manager owns.