Clearstead Advisors’s Power REIT PW Stock Holding History

Clearstead 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
2026 Q3	$702	Buy	100 +50	+100%	+$401	﹤0.01%	2753
2026 Q2	$481	Buy	+50	New	+$404	﹤0.01%	2939

Other funds holding PW

Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return

Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Markowski Investments Tampa, Florida $448M AUM

Clearstead Advisors's PW Position: Q3 2026 in Review

Clearstead Advisors increased its Power REIT (PW) stake by 100% in Q3 2026, buying an estimated $401 and bringing the position to 100 shares worth $702. The position accounts for ﹤0.01% of the portfolio, ranked #2753.

Clearstead Advisors first reported a position in PW in Q2 2026 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold PW as of Q3 2026.

Clearstead Advisors held 100 shares of Power REIT worth $702 as of Q3 2026.
Clearstead Advisors bought 50 Power REIT shares in Q3 2026, an estimated $401.
Power REIT made up ﹤0.01% of Clearstead Advisors's portfolio in Q3 2026, its #2753 holding.
Clearstead Advisors first reported a position in Power REIT in Q2 2026 and has held it in 2 quarters since.
10 funds tracked by Wall St. Rank held Power REIT as of Q3 2026.

Based on Clearstead Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.