Power REIT
23 hedge funds and large institutions have $33.6M invested in Power REIT in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 3 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 5
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
10% more funds holding
Funds holding: 21 → 23 (+2)
0.09% less ownership
Funds ownership: 2.61% → 2.53% (-0.09%)
14% less capital invested
Capital invested by funds: $38.9M → $33.6M (-$5.37M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
AdvisorShares Investments
Bethesda,
Maryland
|
+$1.16M |
| 2 |
Morgan Stanley
New York
|
+$395K |
| 3 |
BlackRock
New York
|
+$255K |
| 4 |
NA
Navellier & Associates
Reno,
Nevada
|
+$229K |
| 5 |
Two Sigma Investments
New York
|
+$214K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EI
EAM Investors
Solana Beach,
California
|
-$1.33M |
| 2 |
Renaissance Technologies
New York
|
-$956K |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$446K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$359K |
| 5 |
SWM
SeaCrest Wealth Management
Purchase,
New York
|
-$317K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Northern Trust
Chicago,
Illinois
| – | -$203K | -448 | Closed |
|
PW Hedge Fund Activity: Q2 2021 in Review
23 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Power REIT (PW) for Q2 2021, worth a combined $33.6M — down 14% from $38.9M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new PW positions and 3 closed out — a net gain of 2 holders — while 10 added to existing stakes and 5 trimmed.
The largest buyer was AdvisorShares Investments, adding an estimated $1.16M. The largest seller was EAM Investors, exiting entirely with an estimated $1.33M sold.
- 23 institutional investors held Power REIT (PW) as of Q2 2021, up from 21 in Q1 2021.
- Funds reported $33.6M of Power REIT stock for Q2 2021, down 14% quarter-over-quarter.
- 5 funds opened new Power REIT positions in Q2 2021 and 3 closed out, a net change of +2 holders.
- The largest Power REIT buyer in Q2 2021 was AdvisorShares Investments, an estimated $1.16M added.
- The largest Power REIT seller in Q2 2021 was EAM Investors, an estimated $1.33M sold.
Based on aggregated 13F filings for Q2 2021.