Jim Simons
PW

Jim Simons’s Power REIT PW Stock Holding History

Jim Simons’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
Q1 		$17.5K Sell
2,062
-160
-7% -$1.42K ﹤0.01% 3178
2025
Q4 		$19.4K Sell
2,222
-530
-19% -$4.52K ﹤0.01% 3150
2025
Q3 		$27.8K Buy
2,752
+170
+7% +$2K ﹤0.01% 3407
2025
Q2 		$27.9K Sell
2,582
-58
-2% -$653 ﹤0.01% 3450
2025
Q1 		$29.6K Sell
2,640
-910
-26% -$10.8K ﹤0.01% 3338
2024
Q4 		$47.2K Sell
3,550
-2,640
-43% -$32.9K ﹤0.01% 3398
2024
Q3 		$46.7K Buy
6,190
+430
+7% +$5.15K ﹤0.01% 3351
2024
Q2 		$51.8K Buy
5,760
+330
+6% +$2.15K ﹤0.01% 3285
2024
Q1 		$41K Buy
5,430
+30
+0.6% +$186 ﹤0.01% 3509
2023
Q4 		$35K Buy
5,400
+40
+0.7% +$266 ﹤0.01% 3507
2023
Q3 		$62K Sell
5,360
-1,239
-19% -$17.5K ﹤0.01% 3360
2023
Q2 		$108K Sell
6,599
-235
-3% -$5.63K ﹤0.01% 3452
2023
Q1 		$255K Sell
6,834
-1,346
-16% -$58.8K ﹤0.01% 3179
2022
Q4 		$323K Sell
8,180
-820
-9% -$59.7K ﹤0.01% 3190
2022
Q3 		$960K Sell
9,000
-2,970
-25% -$440K ﹤0.01% 2524
2022
Q2 		$1.52M Buy
11,970
+760
+7% +$184K ﹤0.01% 2396
2022
Q1 		$4.42M Buy
11,210
+680
+6% +$388K 0.01% 1688
2021
Q4 		$7.25M Buy
10,530
+1,350
+15% +$762K 0.01% 1256
2021
Q3 		$4.59M Sell
9,180
-1,250
-12% -$526K 0.01% 1523
2021
Q2 		$4.19M Sell
10,430
-2,230
-18% -$956K 0.01% 1738
2021
Q1 		$5.73M Buy
12,660
+1,410
+13% +$540K 0.01% 1567
2020
Q4 		$3M Sell
11,250
-2,180
-16% -$534K ﹤0.01% 1892
2020
Q3 		$2.66M Sell
13,430
-820
-6% -$190K ﹤0.01% 1954
2020
Q2 		$4.1M Buy
14,250
+3,130
+28% +$616K ﹤0.01% 1766
2020
Q1 		$1.16M Buy
11,120
+1,464
+15% +$148K ﹤0.01% 2353
2019
Q4 		$869K Buy
9,656
+1,022
+12% +$90.5K ﹤0.01% 2693
2019
Q3 		$875K Buy
8,634
+4,859
+129% +$444K ﹤0.01% 2651
2019
Q2 		$219K Buy
3,775
+395
+12% +$23.4K ﹤0.01% 3282
2019
Q1 		$203K Buy
3,380
+280
+9% +$16.1K ﹤0.01% 3208
2018
Q4 		$174K Buy
3,100
+210
+7% +$12.1K ﹤0.01% 3160
2018
Q3 		$174K Buy
2,890
+20
+0.7% +$1.21K ﹤0.01% 3173
2018
Q2 		$175K Buy
2,870
+180
+7% +$11K ﹤0.01% 3092
2018
Q1 		$168K Buy
2,690
+70
+3% +$4.27K ﹤0.01% 3206
2017
Q4 		$161K Buy
2,620
+80
+3% +$4.93K ﹤0.01% 3168
2017
Q3 		$161K Buy
2,540
+150
+6% +$11K ﹤0.01% 3041
2017
Q2 		$180K Buy
2,390
+160
+7% +$11.2K ﹤0.01% 3017
2017
Q1 		$148K Buy
2,230
+170
+8% +$11.3K ﹤0.01% 3037
2016
Q4 		$145K Buy
2,060
+250
+14% +$20.2K ﹤0.01% 3054
2016
Q3 		$147K Buy
1,810
+290
+19% +$21.7K ﹤0.01% 3127
2016
Q2 		$106K Buy
1,520
+70
+5% +$3.45K ﹤0.01% 3154
2016
Q1 		$68K Buy
1,450
+60
+4% +$2.57K ﹤0.01% 3252
2015
Q4 		$61K Buy
1,390
+130
+10% +$5.56K ﹤0.01% 3157
2015
Q3 		$54K Sell
1,260
-20
-2% -$960 ﹤0.01% 3071
2015
Q2 		$74K Hold
1,280
– – ﹤0.01% 3124
2015
Q1 		$111K Buy
1,280
+30
+2% +$2.69K ﹤0.01% 2999
2014
Q4 		$104K Buy
1,250
+60
+5% +$5.73K ﹤0.01% 2799
2014
Q3 		$121K Buy
1,190
+110
+10% +$10.2K ﹤0.01% 2636
2014
Q2 		$98K Sell
1,080
-100
-8% -$9.19K ﹤0.01% 2665
2014
Q1 		$104K Sell
1,180
-120
-9% -$11.1K ﹤0.01% 2695
2013
Q4 		$114K Sell
1,300
-310
-19% -$25.8K ﹤0.01% 2708
2013
Q3 		$137K Sell
1,610
-310
-16% -$26.1K ﹤0.01% 2648
2013
Q2 		$166K Buy
+1,920
New +$189K ﹤0.01% 2550

Other funds holding PW

PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $93.5M AUM 26.49% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CC
Corsicana & Co Corsicana, Texas $206M AUM 26.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jim Simons's PW Position: Q1 2026 in Review

Jim Simons reduced its Power REIT (PW) stake by 7.2% in Q1 2026, selling an estimated $1.42K and leaving 2,062 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3178.

Jim Simons first reported a position in PW in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.25M in Q4 2021. 10 funds tracked by Wall St. Rank hold PW as of Q1 2026.

  • Jim Simons held 2,062 shares of Power REIT worth $17.5K as of Q1 2026.
  • Jim Simons sold 160 Power REIT shares in Q1 2026, an estimated $1.42K.
  • Power REIT made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #3178 holding.
  • Jim Simons first reported a position in Power REIT in Q2 2013 and has held it in 52 quarters since.
  • Jim Simons's Power REIT position peaked at $7.25M in Q4 2021.
  • 10 funds tracked by Wall St. Rank held Power REIT as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.