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PW

Power REIT

21 hedge funds and large institutions have $39M 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

175% more capital invested

Capital invested by funds: $14.2M → $39M (+$24.8M)

24% more funds holding

Funds holding: 1721 (+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

PW Hedge Fund Activity: Q1 2021 in Review

21 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Power REIT (PW) for Q1 2021, worth a combined $39M — up 175% 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 $39M of Power REIT stock for Q1 2021, up 175% 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.