Power REIT (PW) — Institutional Holders, Q2 2026

11 institutional investment managers reported a PW position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $160.4K. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

PW in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

1

Added to

1

Trimmed

5

Sold out

3

Biggest buyers

  1. OSAICAdded · +80 sh+$770.00
  2. Clearstead AdvisorsNew · +50 sh+$481.00

Biggest sellers

  1. RENAISSANCE TECHNOLOGIESSold out · -2,062 sh-$19.8K
  2. Tower Research Capital (TRC)Trimmed · -350 sh-$3.4K
  3. MORGAN STANLEYTrimmed · -200 sh-$1.9K
  4. CorsicanaSold out · -12 sh-$115.00
  5. Pensionfund PDNTrimmed · -1 sh-$10.00

PW 13F holders ranked 1–11 of 11

Institutional investors reporting a position in Power REIT on SEC Form 13F-HR for Q2 2026, ranked by reported value.
InstitutionValueQoQ
Pensionfund PDN#1 · 7,852 sh$76.0K-90.0%
Pensionfund Sabic#2 · 2,995 sh$29.0K-90.0%
VANGUARD CAPITAL MANAGEMENT#3 · 1,891 sh$18.2K-90.0%
BlackRock#4 · 1,513 sh$14.6K-90.0%
VANGUARD FIDUCIARY#5 · 1,127 sh$10.8K-90.0%
MORGAN STANLEY#6 · 810 sh$7.8K-92.0%
OSAIC#7 · 210 sh$2.0K-83.8%
Tower Research Capital (TRC)#8 · 87 sh$837.00-98.0%
Markowski Investments#9 · 70 sh$673.00—
Clearstead Advisors#10 · 50 sh$481.00New
WELLS FARGO & COMPANY#11 · 0 sh$5.00-100.0%

Funds that sold out of PW in Q2 2026 (3)

Held PW at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held PW in Q1 2026 and reported no position in Q2 2026.
InstitutionValue in Q1 2026
RENAISSANCE TECHNOLOGIES2,062 sh$17.5K
Corsicana12 sh$140.00
WELLS FARGO & COMPANY0 sh$1.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.