JO
PW

John Overdeck’s Power REIT PW Stock Holding History

John Overdeck’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
Q3 		– Sell
-2,279
Closed -$290K – 2747
2022
Q2 		$290K Buy
2,279
+1,332
+141% +$323K ﹤0.01% 2037
2022
Q1 		$373K Buy
+947
New +$540K ﹤0.01% 2139
2021
Q3 		– Sell
-500
Closed -$201K – 4611
2021
Q2 		$201K Buy
+500
New +$214K ﹤0.01% 3784

Other funds holding PW

AI
AdvisorShares Investments Bethesda, Maryland $828M AUM 37.72% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EMG
ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return

John Overdeck's PW Position: Q3 2022 in Review

John Overdeck sold out of Power REIT (PW) in Q3 2022, closing a stake of 2,279 shares — an estimated $290K sold.

John Overdeck first reported a position in PW in Q2 2021 and held it in 3 quarters. The position peaked at $373K in Q1 2022. 26 funds tracked by Wall St. Rank hold PW as of Q3 2022.

  • John Overdeck reported no remaining Power REIT position as of Q3 2022 after selling out during the quarter.
  • John Overdeck sold 2,279 Power REIT shares in Q3 2022, an estimated $290K.
  • John Overdeck first reported a position in Power REIT in Q2 2021 and held it in 3 quarters.
  • John Overdeck's Power REIT position peaked at $373K in Q1 2022.
  • 26 funds tracked by Wall St. Rank held Power REIT as of Q3 2022.

Based on Two Sigma Investments's 13F filing for Q3 2022, filed 14 Nov 2022.