Power REIT

13F holders, Q1 2025 (March 31)
15holders −1
2new positions
3sold out
2famous investors
$1.12avg. 13F price*

At the end of Q1 2025, 15 institutions reported holding Power REIT in their 13F filings, down 1 from Q4 2024. 2 opened new positions and 3 sold out. The largest holders were Pensionfund PDN ($88K), Vanguard Group Inc. ($40K) and Pensionfund Sabic ($34K). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions2$30K
Exits3$49K

All 13F filers, Q4 2024 → Q1 2025: 26,893 shares bought and 47,133 shares sold, net −20,240 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 15 holders

Pensionfund PDN 0.06% No change 78,526 $88K
Vanguard Group Inc. 0.00% No change 36,007 $40K
Pensionfund Sabic 0.01% No change 29,948 $34K
Renaissance Technologies 0.00% Reduce -25.6% 26,396 $30K
BlackRock, Inc. 0.00% No change 15,141 $17K
Citadel Advisors 0.00% New 14,943 $17K
XTX Topco Ltd 0.00% New 11,949 $13K
Morgan Stanley 0.00% No change 10,100 $11K
Royal Bank of Canada 0.00% No change 2,948 $3K
Osaic Holdings, Inc. 0.00% No change 2,100 $2K
Tower Research Capital LLC (TRC) 0.00% Reduce -59.5% 766 $858
Caldwell Sutter Capital, Inc. 0.00% No change 550 $616
Compass Financial Services Inc 0.00% No change 75 $84
Bank of America Corp. 0.00% Add +4.5% 23 $26
Wells Fargo & Company 0.00% No change 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.