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PW

Power REIT
PW

21 hedge funds and large institutions have $38.9M invested in Power REIT in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 2

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

174% more capital invested

Capital invested by funds: $14.2M → $38.9M (+$24.7M)

24% more funds holding

Funds holding: 17 → 21 (+4)

0.15% less ownership

Funds ownership: 2.77% → 2.61% (-0.15%)

Holders
21
Holders Change
+4
Holders Change %
+23.53%
% of All Funds
0.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
9
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$3.46M
2
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
+$3.2M
3
AI
AdvisorShares Investments
Maryland
+$2.49M
4
EI
EAM Investors
California
+$1.13M
5
Renaissance Technologies
Renaissance Technologies
New York
+$540K

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$234K
2
TRCT
Tower Research Capital (TRC)
New York
-$15.7K
3
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
-$6.13K
4
FPCG
Fort Pitt Capital Group
Pennsylvania
-$3K
Name Holding Trade Value Shares
Change 		Change in
Stake
AI
1
AdvisorShares Investments
Maryland
$8M +$2.49M +6,491 +58%
EMFAT
2
Emerald Mutual Fund Advisers Trust
Pennsylvania
$7.57M +$3.2M +8,362 +100%
Renaissance Technologies
3
Renaissance Technologies
New York
$5.73M +$540K +1,410 +13%
Vanguard Group
4
Vanguard Group
Pennsylvania
$5.48M +$3.46M +9,032 +292%
Osaic Holdings
5
Osaic Holdings
Arizona
$5.05M +$42.1K +110 +1%
ACA
6
Anchor Capital Advisors
Massachusetts
$2.04M +$346K +903 +25%
EI
7
EAM Investors
California
$1.33M +$1.13M +2,951 New
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$989K +$396K +1,033 +90%
KeyBank National Association
9
KeyBank National Association
Ohio
$618K – – –
CIBC Private Wealth Group
10
CIBC Private Wealth Group
Georgia
$423K +$358K +935 New
MIG
11
Mariner Investment Group
New York
$389K +$330K +861 New
SWM
12
SeaCrest Wealth Management
New York
$317K +$268K +700 New
Morgan Stanley
13
Morgan Stanley
New York
$252K +$145K +378 +211%
OSAM
14
O'Shaughnessy Asset Management
Connecticut
$217K +$77.8K +203 +74%
Northern Trust
15
Northern Trust
Illinois
$203K +$172K +448 New
BlackRock
16
BlackRock
New York
$181K – – –
PCM
17
Penserra Capital Management
California
$125K +$106K +277 New
TRCT
18
Tower Research Capital (TRC)
New York
$7K -$15.7K -41 -73%
GWM
19
Geneos Wealth Management
Colorado
$4K – – –
Wells Fargo
20
Wells Fargo
California
$1K – – –
Nisa Investment Advisors
21
Nisa Investment Advisors
Missouri
$104 -$6.13K -16 -7%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
– -$234K -878 Closed
FPCG
23
Fort Pitt Capital Group
Pennsylvania
– -$3K -10 Closed

PW Hedge Fund Activity: Q1 2021 in Review

21 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Power REIT (PW) for Q1 2021, worth a combined $38.9M — up 174% from $14.2M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new PW positions and 2 closed out — a net gain of 4 holders — while 9 added to existing stakes and 2 trimmed.

The largest buyer was Vanguard Group, adding an estimated $3.46M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $234K sold.

  • 21 institutional investors held Power REIT (PW) as of Q1 2021, up from 17 in Q4 2020.
  • Funds reported $38.9M of Power REIT stock for Q1 2021, up 174% quarter-over-quarter.
  • 6 funds opened new Power REIT positions in Q1 2021 and 2 closed out, a net change of +4 holders.
  • The largest Power REIT buyer in Q1 2021 was Vanguard Group, an estimated $3.46M added.
  • The largest Power REIT seller in Q1 2021 was Envestnet Asset Management, an estimated $234K sold.

Based on aggregated 13F filings for Q1 2021.