CAL
PW

Capital Analysts LLC’s Power REIT PW Stock Holding History

Capital Analysts LLC’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
Q1 		– Sell
-40
Closed -$1K – 1419
2024
Q4 		$1K Buy
+40
New +$499 ﹤0.01% 1278

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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Capital Analysts LLC's PW Position: Q1 2025 in Review

Capital Analysts LLC sold out of Power REIT (PW) in Q1 2025, closing a stake of 40 shares — an estimated $1K sold.

Capital Analysts LLC first reported a position in PW in Q4 2024 and held it in 1 quarter. The position peaked at $1K in Q4 2024. 14 funds tracked by Wall St. Rank hold PW as of Q1 2025.

  • Capital Analysts LLC reported no remaining Power REIT position as of Q1 2025 after selling out during the quarter.
  • Capital Analysts LLC sold 40 Power REIT shares in Q1 2025, an estimated $1K.
  • Capital Analysts LLC first reported a position in Power REIT in Q4 2024 and held it in 1 quarter.
  • Capital Analysts LLC's Power REIT position peaked at $1K in Q4 2024.
  • 14 funds tracked by Wall St. Rank held Power REIT as of Q1 2025.

Based on Capital Analysts LLC's 13F filing for Q1 2025, filed 14 May 2025.