Anchor Capital Advisors’s Power REIT PW Stock Holding History

Anchor Capital Advisors’s Portfolio PW Stock Details PW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-1,670	Closed	-$178K	–	271
2022 Q3	$178K	Sell	1,670 -2,079	-55%	-$308K	﹤0.01%	259
2022 Q2	$477K	Buy	3,749 +383	+11%	+$92.8K	0.01%	224
2022 Q1	$1.33M	Sell	3,366 -514	-13%	-$293K	0.03%	172
2021 Q4	$2.67M	Sell	3,880 -598	-13%	-$338K	0.05%	137
2021 Q3	$2.24M	Sell	4,478 -127	-3%	-$53.4K	0.05%	142
2021 Q2	$1.85M	Buy	4,605 +91	+2%	+$39K	0.04%	153
2021 Q1	$2.04M	Buy	4,514 +903	+25%	+$346K	0.04%	144
2020 Q4	$964K	Buy	+3,611	New	+$884K	0.02%	178

Other funds holding PW

AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return

EMFAT

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

PDN

Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return

Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Anchor Capital Advisors's PW Position: Q4 2022 in Review

Anchor Capital Advisors sold out of Power REIT (PW) in Q4 2022, closing a stake of 1,670 shares — an estimated $178K sold.

Anchor Capital Advisors first reported a position in PW in Q4 2020 and held it in 8 quarters. The position peaked at $2.67M in Q4 2021. 22 funds tracked by Wall St. Rank hold PW as of Q4 2022.

Anchor Capital Advisors reported no remaining Power REIT position as of Q4 2022 after selling out during the quarter.
Anchor Capital Advisors sold 1,670 Power REIT shares in Q4 2022, an estimated $178K.
Anchor Capital Advisors first reported a position in Power REIT in Q4 2020 and held it in 8 quarters.
Anchor Capital Advisors's Power REIT position peaked at $2.67M in Q4 2021.
22 funds tracked by Wall St. Rank held Power REIT as of Q4 2022.

Based on Anchor Capital Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.