PW

Power REIT
PW

Overview Fund Activity

18 hedge funds and large institutions have $14.2M invested in Power REIT in 2020 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 1 closing their positions.

Holders
18
Holders Change
+4
Holders Change %
+28.57%
% of All Funds
0.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
7
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AI
1
AdvisorShares Investments
Maryland
$2.99M
2
EMFAT
2
Emerald Mutual Fund Advisers Trust
Pennsylvania
$2.23M
3
ACA
3
Anchor Capital Advisors
Massachusetts
$964K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$234K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$2.95M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$3.01M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$308K
3
Barclays
3
Barclays
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Renaissance Technologies
1
Renaissance Technologies
New York
$3.01M 112,496 -21,800 -16%
AI
2
AdvisorShares Investments
Maryland
$2.99M 111,851 +91,875 +460%
Osaic Holdings
3
Osaic Holdings
Arizona
$2.95M 110,544 +3,614 +3%
EMFAT
4
Emerald Mutual Fund Advisers Trust
Pennsylvania
$2.23M 83,619 +83,619 New
ACA
5
Anchor Capital Advisors
Massachusetts
$964K 36,105 +36,105 New
Vanguard Group
6
Vanguard Group
Pennsylvania
$825K 30,884 +562 +2%
KeyBank National Association
7
KeyBank National Association
Ohio
$365K 13,652 – –
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$308K 11,530 -1,200 -9%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$234K 8,779 +8,779 New
BlackRock
10
BlackRock
New York
$107K 4,004 – –
OSAM
11
O'Shaughnessy Asset Management
Connecticut
$74K 2,755 +2,755 New
Nisa Investment Advisors
12
Nisa Investment Advisors
Missouri
$66K 2,460 +1,560 +173%
Morgan Stanley
13
Morgan Stanley
New York
$48K 1,789 +1,439 +411%
TRCT
14
Tower Research Capital (TRC)
New York
$15K 564 +211 +60%
GWM
15
Geneos Wealth Management
Colorado
$4K 100 – –
FPCG
16
Fort Pitt Capital Group
Pennsylvania
$3K 100 +100 New
Barclays
17
Barclays
United Kingdom
– – -1,100 Closed
Bank of America
18
Bank of America
North Carolina
$0 1 -11 -92%
CFGS
19
Concourse Financial Group Securities
Alabama
– – – –
Wells Fargo
20
Wells Fargo
California
$0 18 +9 +100%