NFG
PW

Next Financial Group’s Power REIT PW Stock Holding History

Next Financial Group’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
2021
Q4 		$10K Buy
+15
New +$8.47K ﹤0.01% 2191

Other funds holding PW

AI
AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 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 $68.3B AUM 20.5% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return
EI
EAM Investors Solana Beach, California $866M AUM 377.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Next Financial Group's PW Position: Q4 2021 in Review

Next Financial Group opened a new position in Power REIT (PW) in Q4 2021: 15 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #2191 among its holdings.

35 funds tracked by Wall St. Rank hold PW as of Q4 2021.

  • Next Financial Group held 15 shares of Power REIT worth $10K as of Q4 2021.
  • Power REIT was a new Next Financial Group position in Q4 2021.
  • Power REIT made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2191 holding.
  • 35 funds tracked by Wall St. Rank held Power REIT as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.