PW

Power REIT
PW

Overview Fund Activity

16 hedge funds and large institutions have $9.7M invested in Power REIT in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 2 closing their positions.

Holders
16
Holders Change
+4
Holders Change %
+33.33%
% of All Funds
0.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
5
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$4.1M
2
SB
2
Strategic Blueprint
Georgia
$289K
3
TC
3
Telemus Capital
Michigan
$262K
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.07M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$366K

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$3.02M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$0
3
Victory Capital Management
3
Victory Capital Management
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Renaissance Technologies
1
Renaissance Technologies
New York
$4.1M 142,496 +31,300 +28%
Osaic Holdings
2
Osaic Holdings
Arizona
$3.02M 104,855 -40,180 -28%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.07M 37,122 +7,769 +26%
KeyBank National Association
4
KeyBank National Association
Ohio
$392K 13,652 – –
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$366K 12,730 +1,400 +12%
SB
6
Strategic Blueprint
Georgia
$289K 10,046 +10,046 New
TC
7
Telemus Capital
Michigan
$262K 10,000 +10,000 New
BlackRock
8
BlackRock
New York
$115K 4,004 – –
UBS Group
9
UBS Group
Switzerland
$32K 1,098 +1,098 New
Nisa Investment Advisors
10
Nisa Investment Advisors
Missouri
$18K 638 +168 +36%
Morgan Stanley
11
Morgan Stanley
New York
$14K 480 – –
Barclays
12
Barclays
United Kingdom
$14K 500 +500 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$9K 300 +300 New
TRCT
14
Tower Research Capital (TRC)
New York
$6K 200 +200 New
GWM
15
Geneos Wealth Management
Colorado
$3K 100 – –
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
– – -1,950 Closed
Victory Capital Management
17
Victory Capital Management
Texas
– – -474 Closed
CFGS
18
Concourse Financial Group Securities
Alabama
– – – –
Wells Fargo
19
Wells Fargo
California
$0 10 +1 +11%