Power REIT
35 hedge funds and large institutions have $79.8M invested in Power REIT in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 0 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
76% more capital invested
Capital invested by funds: $45.4M → $79.8M (+$34.4M)
57% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 7
46% more funds holding
Funds holding: 24 → 35 (+11)
0.78% more ownership
Funds ownership: 2.74% → 3.52% (+0.78%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
AdvisorShares Investments
Bethesda,
Maryland
|
+$5.92M |
| 2 |
MIG
Mariner Investment Group
Harrison,
New York
|
+$3.02M |
| 3 |
EI
EAM Investors
Solana Beach,
California
|
+$1.14M |
| 4 |
BlackRock
New York
|
+$863K |
| 5 |
Renaissance Technologies
New York
|
+$762K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Anchor Capital Advisors
Boston,
Massachusetts
|
-$338K |
| 2 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
-$181K |
| 3 |
Morgan Stanley
New York
|
-$83K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$56.5K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$10.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Nisa Investment Advisors
St. Louis,
Missouri
| $147K | – | – | – |
|
|
PS
27
Pensionfund Sabic
Sittard,
Netherlands
| $145K | +$84.7K | +150 | +246% |
|
|
HIM
28
Hillsdale Investment Management
Toronto,
Ontario, Canada
| $96K | +$79.1K | +140 | New |
|
|
29
Wells Fargo
San Francisco,
California
| $14K | -$56.5K | -100 | -83% |
|
|
TRCT
30
Tower Research Capital (TRC)
New York
| $10K | – | – | – |
|
|
NFG
31
Next Financial Group
Houston,
Texas
| $10K | +$8.47K | +15 | New |
|
|
GWM
32
Geneos Wealth Management
Englewood,
Colorado
| $6K | – | – | – |
|
|
FAIM
33
Financial Advocates Investment Management
Olympia,
Washington
| $6K | +$648K | +1,147 | New |
|
|
TFS
34
TrustCore Financial Services
Brentwood,
Tennessee
| $3K | +$2.26K | +4 | New |
|
35
Lazard Asset Management
New York
| $2K | +$2.26K | +4 | New |
|
PW Hedge Fund Activity: Q4 2021 in Review
35 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Power REIT (PW) for Q4 2021, worth a combined $79.8M — up 76% from $45.4M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new PW positions and 0 closed out — a net gain of 11 holders — while 11 added to existing stakes and 7 trimmed.
The largest buyer was AdvisorShares Investments, adding an estimated $5.92M. The largest seller was Anchor Capital Advisors, cutting an estimated $338K.
- 35 institutional investors held Power REIT (PW) as of Q4 2021, up from 24 in Q3 2021.
- Funds reported $79.8M of Power REIT stock for Q4 2021, up 76% quarter-over-quarter.
- 11 funds opened new Power REIT positions in Q4 2021 and 0 closed out, a net change of +11 holders.
- The largest Power REIT buyer in Q4 2021 was AdvisorShares Investments, an estimated $5.92M added.
- The largest Power REIT seller in Q4 2021 was Anchor Capital Advisors, an estimated $338K sold.
Based on aggregated 13F filings for Q4 2021.