PW

Power REIT

22 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, 3 reducing their positions, and 2 closing their positions.

Holders
22
Holders Change
+4
Holders Change %
+22.22%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
9
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AI
1
AdvisorShares Investments
Maryland
$8M 176,761 +64,910 +58%
EMFAT
2
Emerald Mutual Fund Advisers Trust
Pennsylvania
$7.57M 167,238 +83,619 +100%
Renaissance Technologies
3
Renaissance Technologies
New York
$5.73M 126,596 +14,100 +13%
Vanguard Group
4
Vanguard Group
Pennsylvania
$5.48M 121,202 +90,318 +292%
Osaic Holdings
5
Osaic Holdings
Arizona
$5.05M 111,642 +1,098 +1%
ACA
6
Anchor Capital Advisors
Massachusetts
$2.04M 45,140 +9,035 +25%
EI
7
EAM Investors
California
$1.34M 29,509 +29,509 New
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$989K 21,860 +10,330 +90%
KeyBank National Association
9
KeyBank National Association
Ohio
$618K 13,652
CIBC Private Wealth Group
10
CIBC Private Wealth Group
Georgia
$423K 9,352 +9,352 New
MIG
11
Mariner Investment Group
New York
$389K 8,608 +8,608 New
SWM
12
SeaCrest Wealth Management
New York
$317K 7,000 +7,000 New
Morgan Stanley
13
Morgan Stanley
New York
$252K 5,567 +3,778 +211%
OSAM
14
O'Shaughnessy Asset Management
Connecticut
$217K 4,790 +2,035 +74%
Northern Trust
15
Northern Trust
Illinois
$203K 4,483 +4,483 New
BlackRock
16
BlackRock
New York
$181K 4,004
PCM
17
Penserra Capital Management
California
$125K 2,772 +2,772 New
TRCT
18
Tower Research Capital (TRC)
New York
$7K 150 -414 -73%
GWM
19
Geneos Wealth Management
Colorado
$4K 100
Wells Fargo
20
Wells Fargo
California
$1K 16 -2 -11%
Nisa Investment Advisors
21
Nisa Investment Advisors
Missouri
$104 2,300 -160 -7%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
-8,779 Closed
FPCG
23
Fort Pitt Capital Group
Pennsylvania
-100 Closed
CFGS
24
Concourse Financial Group Securities
Alabama
Bank of America
25
Bank of America
North Carolina
$0 1