PW · Power REIT
$8.00
+0.01 (+0.13%)
At close · Aug 14
Market Cap
$2.94M
Shares
367,120
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 9
Total Value: $55,393
Total Shares: 5,758
Institutional Ownership Trend
26 quarters
Holder Concentration
Across 9 13F filers · Δ vs Mar 31, 2026Top Holder
32.8%
−8.4 pts
Top 5
96.4%
+10.7 pts
Top 10
100.0%
+0.0 pts
HHI
2,368
Moderately concentrated+69
Quarterly Activity
vs Mar 31, 2026
New
2
Increased
1
Decreased
4
Sold Out
4
Unchanged
2
Holder count:
-2
Institutional value:
-65.8%
Shares held:
-97.0%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Large OSAIC HOLDINGS, INC. | +80 | 210 |
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mid Tower Research Capital LLC (TRC) | −350 | 87 | |
| Mega MORGAN STANLEY | −200 | 810 | |
| Mega VANGUARD CAPITAL MANAGEMENT LLC | −1 | 1,891 | |
| Mega BlackRock, Inc. | −1 | 1,513 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Small Markowski Investments | 70 | $673 | |
| Mid Clearstead Advisors, LLC | 50 | $481 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Small Pensionfund PDN | 7,853 | $66,747 | |
| Micro Pensionfund Sabic | 2,995 | $25,455 | |
| Large RENAISSANCE TECHNOLOGIES LLC | 2,062 | $17,523 | |
| Small Corsicana & Co. | 12 | $106 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega VANGUARD CAPITAL MANAGEMENT LLC | $18,191 | 32.84% | 1,891 | Shares | 2026-08-13 | |
| Mega BlackRock, Inc. | $14,555 | 26.28% | 1,513 | Shares | 2026-08-07 | |
| Mega VANGUARD FIDUCIARY TRUST CO Bank | $10,841 | 19.57% | 1,127 | Shares | 2026-08-13 | |
| Mega MORGAN STANLEY | $7,791 | 14.06% | 810 | Shares | 2026-08-13 | |
| Large OSAIC HOLDINGS, INC. | $2,020 | 3.65% | 210 | Shares | 2026-08-14 | |
| Mid Tower Research Capital LLC (TRC) | $836 | 1.51% | 87 | Shares | 2026-08-11 | |
| Small Markowski Investments | $673 | 1.21% | 70 | Shares | 2026-08-13 | |
| Mid Clearstead Advisors, LLC | $481 | 0.87% | 50 | Shares | 2026-08-06 | |
| Mega WELLS FARGO & COMPANY/MN | $5 | 0.01% | 0 | Shares | 2026-08-14 |
Key facts
CIK
1532619
CUSIP
73933H309
13F (30d)
10 filings
10 filers
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