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PW

Power REIT

19 hedge funds and large institutions have $1.43M invested in Power REIT in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.05% less ownership

Funds ownership: 2.62%2.58% (-0.05%)

10% less funds holding

Funds holding: 2119 (-2)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

38% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 8

59% less capital invested

Capital invested by funds: $3.48M → $1.43M (-$2.05M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
19
Holders Change
-2
Holders Change %
-9.52%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
5
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AI
1
AdvisorShares Investments
Maryland
$441K +$13.9K +580 +2%
EMFAT
2
Emerald Mutual Fund Advisers Trust
Pennsylvania
$259K -$9.41K -393 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$159K -$41.4K -1,730 -15%
PDN
4
Pensionfund DSM Netherlands
Netherlands
$129K +$9.51K +397 +5%
Osaic Holdings
5
Osaic Holdings
Arizona
$117K -$20.4K -850 -11%
Renaissance Technologies
6
Renaissance Technologies
New York
$108K -$5.63K -235 -3%
PS
7
Pensionfund Sabic
Netherlands
$49K +$30K +1,251 +72%
Man Group
8
Man Group
United Kingdom
$44.8K +$65.4K +2,729 New
BlackRock
9
BlackRock
New York
$28K -$14K -584 -25%
Morgan Stanley
10
Morgan Stanley
New York
$24.1K -$8.5K -355 -19%
Citadel Advisors
11
Citadel Advisors
Florida
$23.5K +$34.3K +1,434 New
Two Sigma Advisers
12
Two Sigma Advisers
New York
$21.5K -$958 -40 -3%
CI
13
Cambiar Investors
Colorado
$17.9K +$26.1K +1,089 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$5K +$144 +6 +2%
TRCT
15
Tower Research Capital (TRC)
New York
$3.93K +$2.95K +123 +105%
Nisa Investment Advisors
16
Nisa Investment Advisors
Missouri
$1.48K
CSC
17
Caldwell Sutter Capital
California
$902 -$3.28K -137 -71%
Wells Fargo
18
Wells Fargo
California
$34
Mirae Asset Global Investments
19
Mirae Asset Global Investments
South Korea
-$72K -1,928 Closed
Millennium Management
20
Millennium Management
New York
-$46K -1,219 Closed
UBS Group
21
UBS Group
Switzerland
-$5.98K -160 Closed
Bank of America
22
Bank of America
North Carolina
-$22 -1 Closed

PW Hedge Fund Activity: Q2 2023 in Review

19 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Power REIT (PW) for Q2 2023, worth a combined $1.43M — down 59% from $3.48M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of PW and 3 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 5 added.

The largest buyer was Man Group, opening a new position worth an estimated $65.4K. The largest seller was Mirae Asset Global Investments, exiting entirely with an estimated $72K sold.

  • 19 institutional investors held Power REIT (PW) as of Q2 2023, down from 21 in Q1 2023.
  • Funds reported $1.43M of Power REIT stock for Q2 2023, down 59% quarter-over-quarter.
  • 3 funds opened new Power REIT positions in Q2 2023 and 4 closed out, a net change of -1 holder.
  • The largest Power REIT buyer in Q2 2023 was Man Group, an estimated $65.4K added.
  • The largest Power REIT seller in Q2 2023 was Mirae Asset Global Investments, an estimated $72K sold.

Based on aggregated 13F filings for Q2 2023.