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PW

Power REIT

21 hedge funds and large institutions have $3.48M invested in Power REIT in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.33% less ownership

Funds ownership: 2.95%2.62% (-0.33%)

5% less funds holding

Funds holding: 2221 (-1)

12% less capital invested

Capital invested by funds: $3.95M → $3.48M (-$472K)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

56% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 9

Holders
21
Holders Change
-1
Holders Change %
-4.55%
% of All Funds
0.33%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
1
Increased
4
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AI
1
AdvisorShares Investments
Maryland
$983K -$230K -5,265 -17%
EMFAT
2
Emerald Mutual Fund Advisers Trust
Pennsylvania
$604K -$8.74K -200 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$427K +$7.12K +163 +1%
Osaic Holdings
4
Osaic Holdings
Arizona
$298K -$23.7K -543 -6%
PDN
5
Pensionfund DSM Netherlands
Netherlands
$279K +$140K +3,199 +75%
Renaissance Technologies
6
Renaissance Technologies
New York
$255K -$58.8K -1,346 -16%
Man Group
7
Man Group
United Kingdom
$160K -$185K -4,226 Closed
BlackRock
8
BlackRock
New York
$85.7K +$918 +21 +0.9%
Mirae Asset Global Investments
9
Mirae Asset Global Investments
South Korea
$72K -$68.3K -1,563 -45%
Morgan Stanley
10
Morgan Stanley
New York
$68.1K -$1.09K -25 -1%
PS
11
Pensionfund Sabic
Netherlands
$65K
MIG
12
Mariner Investment Group
New York
$57.6K
Two Sigma Advisers
13
Two Sigma Advisers
New York
$50.4K -$3.5K -80 -6%
Millennium Management
14
Millennium Management
New York
$46K -$14.4K -329 -21%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$11K
CSC
16
Caldwell Sutter Capital
California
$7.18K
UBS Group
17
UBS Group
Switzerland
$5.98K
TRCT
18
Tower Research Capital (TRC)
New York
$4K +$1.7K +39 +50%
Nisa Investment Advisors
19
Nisa Investment Advisors
Missouri
$3K
Wells Fargo
20
Wells Fargo
California
$78 -$787 -18 -90%
Bank of America
21
Bank of America
North Carolina
$22
BBA
22
Baader Bank Aktiengesellschaft
Germany
-$39.5K -1,000 Closed
Toronto Dominion Bank
23
Toronto Dominion Bank
Ontario, Canada
+$87 +2 New

PW Hedge Fund Activity: Q1 2023 in Review

21 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Power REIT (PW) for Q1 2023, worth a combined $3.48M — down 12% from $3.95M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of PW and 1 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 4 added.

The largest buyer was Pensionfund DSM Netherlands, adding an estimated $140K. The largest seller was AdvisorShares Investments, cutting an estimated $230K.

  • 21 institutional investors held Power REIT (PW) as of Q1 2023, down from 22 in Q4 2022.
  • Funds reported $3.48M of Power REIT stock for Q1 2023, down 12% quarter-over-quarter.
  • 1 fund opened new Power REIT positions in Q1 2023 and 2 closed out, a net change of -1 holder.
  • The largest Power REIT buyer in Q1 2023 was Pensionfund DSM Netherlands, an estimated $140K added.
  • The largest Power REIT seller in Q1 2023 was AdvisorShares Investments, an estimated $230K sold.

Based on aggregated 13F filings for Q1 2023.