Nisa Investment Advisors
PW

Nisa Investment Advisors’s Power REIT PW Stock Holding History

Nisa Investment 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
2024
Q1 		– Sell
-90
Closed -$585 – 2816
2023
Q4 		$585 Hold
90
– – ﹤0.01% 2377
2023
Q3 		$1.04K Hold
90
– – ﹤0.01% 2393
2023
Q2 		$1.48K Hold
90
– – ﹤0.01% 2385
2023
Q1 		$3K Hold
90
– – ﹤0.01% 2293
2022
Q4 		$4K Hold
90
– – ﹤0.01% 2316
2022
Q3 		$10K Sell
90
-310
-78% -$45.9K ﹤0.01% 2189
2022
Q2 		$51K Buy
400
+165
+70% +$40K ﹤0.01% 1727
2022
Q1 		$93K Hold
235
– – ﹤0.01% 1638
2021
Q4 		$147K Hold
235
– – ﹤0.01% 1372
2021
Q3 		$117 Sell
235
-150
-39% -$63.1K ﹤0.01% 1628
2021
Q2 		$155 Buy
385
+155
+67% +$66.4K ﹤0.01% 1503
2021
Q1 		$104 Sell
230
-16
-7% -$6.13K ﹤0.01% 1733
2020
Q4 		$66K Buy
246
+156
+173% +$38.2K ﹤0.01% 1905
2020
Q3 		$18K Buy
90
+26
+41% +$6.01K ﹤0.01% 2047
2020
Q2 		$18K Buy
64
+17
+36% +$3.34K ﹤0.01% 1802
2020
Q1 		$5K Buy
47
+14
+42% +$1.41K ﹤0.01% 1954
2019
Q4 		$3K Buy
33
+9
+38% +$797 ﹤0.01% 1978
2019
Q3 		$2K Buy
24
+8
+50% +$731 ﹤0.01% 1983
2019
Q2 		$1K Buy
16
+7
+78% +$414 ﹤0.01% 2007
2019
Q1 		$1K Buy
+9
New +$516 ﹤0.01% 2019

Other funds holding PW

PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $93.5M AUM 26.49% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
AI
AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nisa Investment Advisors's PW Position: Q1 2024 in Review

Nisa Investment Advisors sold out of Power REIT (PW) in Q1 2024, closing a stake of 90 shares — an estimated $585 sold.

Nisa Investment Advisors first reported a position in PW in Q1 2019 and held it in 20 quarters. The position peaked at $147K in Q4 2021. 18 funds tracked by Wall St. Rank hold PW as of Q1 2024.

  • Nisa Investment Advisors reported no remaining Power REIT position as of Q1 2024 after selling out during the quarter.
  • Nisa Investment Advisors sold 90 Power REIT shares in Q1 2024, an estimated $585.
  • Nisa Investment Advisors first reported a position in Power REIT in Q1 2019 and held it in 20 quarters.
  • Nisa Investment Advisors's Power REIT position peaked at $147K in Q4 2021.
  • 18 funds tracked by Wall St. Rank held Power REIT as of Q1 2024.

Based on Nisa Investment Advisors's 13F filing for Q1 2024, filed 2 May 2024.