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PW

Power REIT
PW

13 hedge funds and large institutions have $192K invested in Power REIT in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 2

0.01% less ownership

Funds ownership: 0.76% → 0.75% (-0.01%)

7% less funds holding

Funds holding: 14 → 13 (-1)

18% less capital invested

Capital invested by funds: $233K → $192K (-$41.4K)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
13
Holders Change
-1
Holders Change %
-7.14%
% of All Funds
0.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
2
Reduced
2
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HF
HRT Financial
New York
+$14.5K
2
Renaissance Technologies
Renaissance Technologies
New York
+$5.15K
3
TRCT
Tower Research Capital (TRC)
New York
+$1.14K
4
Bank of America
Bank of America
North Carolina
+$24

Top Sellers

Rank Fund Capital Flow
1
MIG
Mariner Investment Group
New York
-$13.9K
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$4.18K
3
Morgan Stanley
Morgan Stanley
New York
-$1.2K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$108
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$17
Name Holding Trade Value Shares
Change 		Change in
Stake
PDN
1
Pensionfund DSM Netherlands
Netherlands
$59K – – –
Renaissance Technologies
2
Renaissance Technologies
New York
$46.7K +$5.15K +430 +7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$27.1K – – –
PS
4
Pensionfund Sabic
Netherlands
$23K – – –
BlackRock
5
BlackRock
New York
$11.4K – – –
HF
6
HRT Financial
New York
$9K +$14.5K +1,209 New
Morgan Stanley
7
Morgan Stanley
New York
$7.61K -$1.2K -100 -9%
TRCT
8
Tower Research Capital (TRC)
New York
$4.33K +$1.14K +95 +20%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2K -$108 -9 -3%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.21K – – –
CSC
11
Caldwell Sutter Capital
California
$415 – – –
FFA
12
Farther Finance Advisors
California
$113 – – –
Bank of America
13
Bank of America
North Carolina
$19 +$24 +2 New
MIG
14
Mariner Investment Group
New York
– -$13.9K -1,542 Closed
CIBC Private Wealth Group
15
CIBC Private Wealth Group
Georgia
– -$4.18K -470 Closed
Toronto Dominion Bank
16
Toronto Dominion Bank
Ontario, Canada
– -$17 -2 Closed

PW Hedge Fund Activity: Q3 2024 in Review

13 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Power REIT (PW) for Q3 2024, worth a combined $192K — down 18% from $233K a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of PW and 2 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 2 added.

The largest buyer was HRT Financial, opening a new position worth an estimated $14.5K. The largest seller was Mariner Investment Group, exiting entirely with an estimated $13.9K sold.

  • 13 institutional investors held Power REIT (PW) as of Q3 2024, down from 14 in Q2 2024.
  • Funds reported $192K of Power REIT stock for Q3 2024, down 18% quarter-over-quarter.
  • 2 funds opened new Power REIT positions in Q3 2024 and 3 closed out, a net change of -1 holder.
  • The largest Power REIT buyer in Q3 2024 was HRT Financial, an estimated $14.5K added.
  • The largest Power REIT seller in Q3 2024 was Mariner Investment Group, an estimated $13.9K sold.

Based on aggregated 13F filings for Q3 2024.