PW

Power REIT
PW

Overview Fund Activity

24 hedge funds and large institutions have $33.6M invested in Power REIT in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
24
Holders Change
+2
Holders Change %
+9.09%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
10
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AI
1
AdvisorShares Investments
Maryland
$8.18M
2
Morgan Stanley
2
Morgan Stanley
New York
$594K
3
BlackRock
3
BlackRock
New York
$400K
4
NA
4
Navellier & Associates
Nevada
$215K
5
Two Sigma Investments
5
Two Sigma Investments
New York
$201K

Top Sellers

1
EI
1
EAM Investors
California
$0
2
Renaissance Technologies
2
Renaissance Technologies
New York
$4.19M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$460K
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$4.53M
5
SWM
5
SeaCrest Wealth Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AI
1
AdvisorShares Investments
Maryland
$8.18M 203,706 +26,945 +15%
EMFAT
2
Emerald Mutual Fund Advisers Trust
Pennsylvania
$6.61M 164,638 -2,600 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$4.53M 112,827 -8,375 -7%
Osaic Holdings
4
Osaic Holdings
Arizona
$4.47M 111,305 -337 -0.3%
Renaissance Technologies
5
Renaissance Technologies
New York
$4.19M 104,296 -22,300 -18%
ACA
6
Anchor Capital Advisors
Massachusetts
$1.85M 46,050 +910 +2%
Morgan Stanley
7
Morgan Stanley
New York
$594K 14,775 +9,208 +165%
KeyBank National Association
8
KeyBank National Association
Ohio
$548K 13,652 – –
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$460K 11,460 -10,400 -48%
CIBC Private Wealth Group
10
CIBC Private Wealth Group
Georgia
$433K 10,782 +1,430 +15%
BlackRock
11
BlackRock
New York
$400K 9,958 +5,954 +149%
MIG
12
Mariner Investment Group
New York
$346K 8,608 – –
OSAM
13
O'Shaughnessy Asset Management
Connecticut
$251K 6,253 +1,463 +31%
NA
14
Navellier & Associates
Nevada
$215K 5,351 +5,351 New
Two Sigma Investments
15
Two Sigma Investments
New York
$201K 5,000 +5,000 New
PCM
16
Penserra Capital Management
California
$161K 4,061 +1,289 +47%
Wells Fargo
17
Wells Fargo
California
$49K 1,198 +1,182 +7,388%
UBS Group
18
UBS Group
Switzerland
$32K 789 +789 New
TRCT
19
Tower Research Capital (TRC)
New York
$9K 218 +68 +45%
SB
20
Strategic Blueprint
Georgia
$6K 151 +151 New
ASN
21
Advisory Services Network
Georgia
$4K 100 +100 New
GWM
22
Geneos Wealth Management
Colorado
$3K 100 – –
Nisa Investment Advisors
23
Nisa Investment Advisors
Missouri
$155 3,850 +1,550 +67%
EI
24
EAM Investors
California
– – -29,509 Closed
SWM
25
SeaCrest Wealth Management
New York
– – -7,000 Closed
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