Power REIT

13F holders, Q2 2025 (June 30)
15holders
1new positions
1sold out
2famous investors
$1.08avg. 13F price*

At the end of Q2 2025, 15 institutions reported holding Power REIT in their 13F filings, unchanged from Q1 2025. 1 opened new positions and 1 sold out. The largest holders were Pensionfund PDN ($85K), Vanguard Group Inc. ($39K) and Citadel Advisors ($32K). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and 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 2025 → Q2 2025

InstitutionsTotal Value
New Positions1$2K
Exits1$13K

All 13F filers, Q1 2025 → Q2 2025: 19,142 shares bought and 12,529 shares sold, net +6,613 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 15 holders

Pensionfund PDN 0.06% No change 78,526 $85K
Vanguard Group Inc. 0.00% No change 36,007 $39K
Citadel Advisors 0.00% Add +99.0% 29,739 $32K
Pensionfund Sabic 0.01% No change 29,948 $32K
Renaissance Technologies 0.00% Reduce -2.2% 25,816 $28K
BlackRock, Inc. 0.00% No change 15,141 $16K
Morgan Stanley 0.00% No change 10,100 $11K
Tower Research Capital LLC (TRC) 0.00% Add +310.2% 3,142 $3K
Royal Bank of Canada 0.00% No change 2,948 $3K
Osaic Holdings, Inc. 0.00% Add +23.8% 2,600 $3K
Raymond James Financial Inc. 0.00% New 1,470 $2K
Caldwell Sutter Capital, Inc. 0.00% No change 550 $595
Compass Financial Services Inc 0.00% No change 75 $81
Bank of America Corp. 0.00% No change 23 $25
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.