Raymond James Financial’s Power REIT PW Stock Holding History

Raymond James Financial’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
2025 Q3	–	Sell	-147	Closed	-$1.59K	–	6316
2025 Q2	$1.59K	Buy	+147	New	+$1.66K	﹤0.01%	6466

Other funds holding PW

PDN

Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Pensionfund Sabic Sittard, Netherlands $93.5M AUM 26.49% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial's PW Position: Q3 2025 in Review

Raymond James Financial sold out of Power REIT (PW) in Q3 2025, closing a stake of 147 shares — an estimated $1.59K sold.

Raymond James Financial first reported a position in PW in Q2 2025 and held it in 1 quarter. The position peaked at $1.59K in Q2 2025. 15 funds tracked by Wall St. Rank hold PW as of Q3 2025.

Raymond James Financial reported no remaining Power REIT position as of Q3 2025 after selling out during the quarter.
Raymond James Financial sold 147 Power REIT shares in Q3 2025, an estimated $1.59K.
Raymond James Financial first reported a position in Power REIT in Q2 2025 and held it in 1 quarter.
Raymond James Financial's Power REIT position peaked at $1.59K in Q2 2025.
15 funds tracked by Wall St. Rank held Power REIT as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.