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PW

Power REIT
PW

15 hedge funds and large institutions have $332K invested in Power REIT in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

73% more capital invested

Capital invested by funds: $192K → $332K (+$140K)

15% more funds holding

Funds holding: 13 → 15 (+2)

0.01% less ownership

Funds ownership: 0.75% → 0.74% (-0.01%)

50% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 2

Holders
15
Holders Change
+2
Holders Change %
+15.38%
% of All Funds
0.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
1
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
VF
Virtu Financial
New York
+$30.5K
2
SG
StoneX Group
New York
+$15.1K
3
Osaic Holdings
Osaic Holdings
Arizona
+$624
4
CAL
Capital Analysts LLC
Pennsylvania
+$499

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$32.9K
2
HF
HRT Financial
New York
-$9K
3
TRCT
Tower Research Capital (TRC)
New York
-$4.82K
4
FFA
Farther Finance Advisors
California
-$113
Name Holding Trade Value Shares
Change 		Change in
Stake
PDN
1
Pensionfund DSM Netherlands
Netherlands
$104K – – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$47.9K – – –
Renaissance Technologies
3
Renaissance Technologies
New York
$47.2K -$32.9K -2,640 -43%
PS
4
Pensionfund Sabic
Netherlands
$40K – – –
VF
5
Virtu Financial
New York
$32K +$30.5K +2,441 New
BlackRock
6
BlackRock
New York
$20.1K – – –
SG
7
StoneX Group
New York
$16.1K +$15.1K +1,210 New
Morgan Stanley
8
Morgan Stanley
New York
$13.4K – – –
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$4K – – –
Osaic Holdings
10
Osaic Holdings
Arizona
$2.79K +$624 +50 +31%
TRCT
11
Tower Research Capital (TRC)
New York
$2.52K -$4.82K -386 -67%
CAL
12
Capital Analysts LLC
Pennsylvania
$1K +$499 +40 New
CSC
13
Caldwell Sutter Capital
California
$732 – – –
CFS
14
Compass Financial Services
Iowa
$100 +$100 +8 New
Bank of America
15
Bank of America
North Carolina
$29 – – –
Wells Fargo
16
Wells Fargo
California
$1 – – –
HF
17
HRT Financial
New York
– -$9K -1,209 Closed
FFA
18
Farther Finance Advisors
California
– -$113 -15 Closed

PW Hedge Fund Activity: Q4 2024 in Review

15 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Power REIT (PW) for Q4 2024, worth a combined $332K — up 73% from $192K a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new PW positions and 2 closed out — a net gain of 2 holders — while 1 added to existing stakes and 2 trimmed.

The largest buyer was Virtu Financial, opening a new position worth an estimated $30.5K. The largest seller was Renaissance Technologies, cutting an estimated $32.9K.

  • 15 institutional investors held Power REIT (PW) as of Q4 2024, up from 13 in Q3 2024.
  • Funds reported $332K of Power REIT stock for Q4 2024, up 73% quarter-over-quarter.
  • 4 funds opened new Power REIT positions in Q4 2024 and 2 closed out, a net change of +2 holders.
  • The largest Power REIT buyer in Q4 2024 was Virtu Financial, an estimated $30.5K added.
  • The largest Power REIT seller in Q4 2024 was Renaissance Technologies, an estimated $32.9K sold.

Based on aggregated 13F filings for Q4 2024.