OSAIC HOLDINGS, INC.

Position in PW — Power REIT

CIK 1677044 SCOTTSDALE, AZ

Position in PW

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,020

+$915 QoQ

Shares Held

210

-83.8% QoQ

Ownership

0.057%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

of 9 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

OSAIC HOLDINGS, INC. holds $65,644,950 across 19 REIT - Specialty names. PW ranks #19 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IRM	Iron Mountain Inc	102,853	$12,991,361
2	AMT	American Tower Corp /Ma/	71,246	$11,653,705
3	EQIX	Equinix Inc	8,169	$8,515,282
4	DLR	Digital Realty Trust, Inc.	41,459	$7,445,205
5	LAMR	Lamar Advertising Co/New	36,600	$5,708,866
6	CCI	Crown Castle Inc.	67,475	$5,109,879
7	EPR	Epr Properties	81,677	$4,738,080
8	SBAC	Sba Communications Corp	16,047	$2,831,651

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,020	210	-83.8%	Shares	Defined	2026-08-14
2026-03-31	$1,105	1,300	-44.7%	Shares	Defined	2026-05-15
2025-12-31	$2,068	2,350	-9.6%	Shares	Defined	2026-02-17
2025-09-30	$2,626	2,600	0.0%	Shares	Defined	2025-11-14
2025-06-30	$2,808	2,600	+23.8%	Shares	Defined	2025-09-04
2025-03-31	$2,352	2,100	0.0%	Shares	Defined	2025-05-12
2024-12-31	$2,793	2,100	+31.2%	Shares	Defined	2025-06-06
2024-09-30	$1,200	1,600	0.0%	Shares	Defined	2024-11-13
2024-06-30	$1,440	1,600	-97.7%	Shares	Defined	2024-08-13
2024-03-31	$52,327	68,852	+1.2%	Shares	Defined	2024-05-10
2023-12-31	$44,201	68,002	-2.5%	Shares	Defined	2024-02-12
2023-09-30	$80,864	69,711	-2.1%	Shares	Defined	2023-11-13
2023-06-30	$116,835	71,241	-10.7%	Shares	Defined	2023-08-21
2023-03-31	$298,231	79,741	-6.4%	Shares	Defined	2023-05-12
2022-12-31	$336,409	85,167	-20.1%	Shares	Defined	2023-02-10
2022-09-30	$1,136,941	106,555	+34.9%	Shares	Defined	2022-11-14
2022-06-30	$1,005,631	78,997	-28.3%	Shares	Defined	2022-08-10
2022-03-31	$4,342,708	110,249	-1.6%	Shares	Defined	2022-05-04
2021-12-31	$7,718,091	112,035	+1.9%	Shares	Defined	2022-02-03
2021-09-30	$5,493,801	109,942	-1.2%	Shares	Defined	2021-11-05
2021-06-30	$4,471,121	111,305	-0.3%	Shares	Defined	2021-08-02
2021-03-31	$5,050,684	111,642	+1.0%	Shares	Defined	2021-05-13
2020-12-31	$2,952,630	110,544	+3.4%	Shares	Defined	2021-02-10
2020-09-30	$2,119,352	106,930	+2.0%	Shares	Defined	2020-11-12
2020-06-30	$3,014,581	104,855	-27.7%	Shares	Defined	2020-08-14
2020-03-31	$1,512,715	145,035	—	Shares	Defined	2020-05-18
No filing history on record for this holder in this stock.