PW · Power REIT · Shareholders & Ownership
Every disclosed holder of PW in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns PW
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 16,605 | 4.52% |
| Insiders (Forms 3, 4, 5) | 3,400 | 0.93% |
| 13D/G-only blocks | 12,919 | 3.52% |
| Remaining | 334,196 | 91.03% |
| Registered funds (N-PORT, not summed) | 1,891 | 0.52% |
Shares outstanding: 367,120, the issuer's latest cover-page count restated onto today's split basis.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of PW
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
POSNER HENRY III
13D
CIK 1042634 · Unknown · Aug 12, 2026
Item 4 purpose: not restated by this amendment, the earlier 13D's purpose stands
not summed
|
34,000 | ||
| 1.1 |
|
3,400 | ||
| 2 |
AdvisorShares Trust
13G
CIK 1408970 · Registered fund · Nov 30, 2023
Rule 13d-1(b), qualified institution
|
12,919 | ||
| 3 |
Pensionfund PDN
13F
CIK 1297731 · Unknown · Sep 30, 2026
|
7,852 | ||
| 4 |
Pensionfund Sabic
13F
CIK 1637246 · Unknown · Sep 30, 2026
|
2,995 | ||
| 5 |
VANGUARD CAPITAL MANAGEMENT LLC
13F
CIK 2100119 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,891 | ||
| 6 |
VANGUARD EXTENDED MARKET INDEX FUND
Fund
S000002841 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
1,891 | ||
| 7 |
BlackRock, Inc.
13F
CIK 2012383 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,513 | ||
| 8 |
VANGUARD FIDUCIARY TRUST CO
13F
CIK 933478 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,127 | ||
| 9 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
810 | ||
| 10 |
OSAIC HOLDINGS, INC.
13F
CIK 1677044 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
210 | ||
| 11 |
Tower Research Capital LLC (TRC)
13F
CIK 1533421 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
87 | ||
| 12 |
Markowski Investments
13F
CIK 2149795 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
70 | ||
| 13 |
Clearstead Advisors, LLC
13F
CIK 842775 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
50 |
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.