Morgan Stanley
PW

Morgan Stanley’s Power REIT PW Stock Holding History

Morgan Stanley’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
Q2 		$7.79K Sell
810
-200
-20% -$1.62K ﹤0.01% 7111
2026
Q1 		$8.59K Hold
1,010
– – ﹤0.01% 6992
2025
Q4 		$8.84K Sell
1,010
-67
-6% -$572 ﹤0.01% 6919
2025
Q3 		$10.9K Buy
1,077
+67
+7% +$789 ﹤0.01% 6876
2025
Q2 		$10.9K Hold
1,010
– – ﹤0.01% 6833
2025
Q1 		$11.3K Hold
1,010
– – ﹤0.01% 6764
2024
Q4 		$13.4K Hold
1,010
– – ﹤0.01% 6698
2024
Q3 		$7.61K Sell
1,010
-100
-9% -$1.2K ﹤0.01% 6791
2024
Q2 		$9.99K Sell
1,110
-125
-10% -$813 ﹤0.01% 6683
2024
Q1 		$9.39K Sell
1,235
-1,295
-51% -$8.04K ﹤0.01% 6734
2023
Q4 		$16.4K Buy
2,530
+233
+10% +$1.55K ﹤0.01% 6715
2023
Q3 		$26.6K Buy
2,297
+829
+56% +$11.7K ﹤0.01% 6400
2023
Q2 		$24.1K Sell
1,468
-355
-19% -$8.5K ﹤0.01% 6506
2023
Q1 		$68.1K Sell
1,823
-25
-1% -$1.09K ﹤0.01% 6158
2022
Q4 		$73K Buy
1,848
+21
+1% +$1.53K ﹤0.01% 6120
2022
Q3 		$195K Buy
1,827
+716
+64% +$106K ﹤0.01% 5738
2022
Q2 		$141K Sell
1,111
-92
-8% -$22.3K ﹤0.01% 6085
2022
Q1 		$474K Buy
1,203
+473
+65% +$270K ﹤0.01% 5430
2021
Q4 		$503K Sell
730
-147
-17% -$83K ﹤0.01% 5537
2021
Q3 		$438K Sell
877
-601
-41% -$253K ﹤0.01% 5576
2021
Q2 		$594K Buy
1,478
+921
+165% +$395K ﹤0.01% 5417
2021
Q1 		$252K Buy
557
+378
+211% +$145K ﹤0.01% 5524
2020
Q4 		$48K Buy
179
+144
+411% +$35.3K ﹤0.01% 6173
2020
Q3 		$7K Sell
35
-13
-27% -$3.01K ﹤0.01% 6375
2020
Q2 		$14K Hold
48
– – ﹤0.01% 6082
2020
Q1 		$5K Hold
48
– – ﹤0.01% 6219
2019
Q4 		$4K Buy
48
+18
+60% +$1.59K ﹤0.01% 6434
2019
Q3 		$3K Buy
30
+2
+7% +$183 ﹤0.01% 6435
2019
Q2 		$2K Hold
28
– – ﹤0.01% 6467
2019
Q1 		$2K Hold
28
– – ﹤0.01% 6460
2018
Q4 		$2K Hold
28
– – ﹤0.01% 6427
2018
Q3 		$2K Sell
28
-65
-70% -$3.94K ﹤0.01% 6583
2018
Q2 		$6K Hold
93
– – ﹤0.01% 6408
2018
Q1 		$6K Hold
93
– – ﹤0.01% 6368
2017
Q4 		$6K Hold
93
– – ﹤0.01% 6314
2017
Q3 		$6K Hold
93
– – ﹤0.01% 6260
2017
Q2 		$7K Hold
93
– – ﹤0.01% 6305
2017
Q1 		$6K Hold
93
– – ﹤0.01% 6328
2016
Q4 		$7K Hold
93
– – ﹤0.01% 6231
2016
Q3 		$8K Hold
93
– – ﹤0.01% 6152
2016
Q2 		$6K Hold
93
– – ﹤0.01% 6188
2016
Q1 		$4K Hold
93
– – ﹤0.01% 6323
2015
Q4 		$4K Buy
+93
New +$3.98K ﹤0.01% 6414
2014
Q3 		– Sell
-1
Closed – – 6642
2014
Q2 		$0 Buy
+1
New +$92 ﹤0.01% 6581

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
MI
Markowski Investments Tampa, Florida $454M AUM
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley's PW Position: Q2 2026 in Review

Morgan Stanley reduced its Power REIT (PW) stake by 20% in Q2 2026, selling an estimated $1.62K and leaving 810 shares worth $7.79K. The position accounts for ﹤0.01% of the portfolio, ranked #7111.

Morgan Stanley first reported a position in PW in Q2 2014 and has held it in 44 quarters since. The position peaked at $594K in Q2 2021. 10 funds tracked by Wall St. Rank hold PW as of Q2 2026.

  • Morgan Stanley held 810 shares of Power REIT worth $7.79K as of Q2 2026.
  • Morgan Stanley sold 200 Power REIT shares in Q2 2026, an estimated $1.62K.
  • Power REIT made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #7111 holding.
  • Morgan Stanley first reported a position in Power REIT in Q2 2014 and has held it in 44 quarters since.
  • Morgan Stanley's Power REIT position peaked at $594K in Q2 2021.
  • 10 funds tracked by Wall St. Rank held Power REIT as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.