CSC
PW

Caldwell Sutter Capital’s Power REIT PW Stock Holding History

Caldwell Sutter Capital’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
2025
Q4 		– Sell
-55
Closed -$556 – 902
2025
Q3 		$556 Hold
55
– – ﹤0.01% 825
2025
Q2 		$595 Hold
55
– – ﹤0.01% 801
2025
Q1 		$616 Hold
55
– – ﹤0.01% 822
2024
Q4 		$732 Hold
55
– – ﹤0.01% 830
2024
Q3 		$415 Hold
55
– – ﹤0.01% 862
2024
Q2 		$495 Hold
55
– – ﹤0.01% 868
2024
Q1 		$418 Hold
55
– – ﹤0.01% 864
2023
Q4 		$357 Hold
55
– – ﹤0.01% 897
2023
Q3 		$638 Hold
55
– – ﹤0.01% 822
2023
Q2 		$902 Sell
55
-137
-71% -$3.28K ﹤0.01% 800
2023
Q1 		$7.18K Hold
192
– – 0.01% 421
2022
Q4 		$7.59K Buy
+192
New +$14K 0.01% 263

Other funds holding PW

PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $93.5M AUM 26.49% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Caldwell Sutter Capital's PW Position: Q4 2025 in Review

Caldwell Sutter Capital sold out of Power REIT (PW) in Q4 2025, closing a stake of 55 shares — an estimated $556 sold.

Caldwell Sutter Capital first reported a position in PW in Q4 2022 and held it in 12 quarters. The position peaked at $7.59K in Q4 2022. 15 funds tracked by Wall St. Rank hold PW as of Q4 2025.

  • Caldwell Sutter Capital reported no remaining Power REIT position as of Q4 2025 after selling out during the quarter.
  • Caldwell Sutter Capital sold 55 Power REIT shares in Q4 2025, an estimated $556.
  • Caldwell Sutter Capital first reported a position in Power REIT in Q4 2022 and held it in 12 quarters.
  • Caldwell Sutter Capital's Power REIT position peaked at $7.59K in Q4 2022.
  • 15 funds tracked by Wall St. Rank held Power REIT as of Q4 2025.

Based on Caldwell Sutter Capital's 13F filing for Q4 2025, filed 30 Jan 2026.