Power REIT Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11/07/2025 | 36.01 K | $36.37 K | 0.00% | 1.06% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 27.52 K | $27.79 K | 6.59% | 0.81% |
| BLACKROCK, INC. | 11/12/2025 | 15.14 K | $15.29 K | 0.00% | 0.45% |
| MORGAN STANLEY | 11/14/2025 | 10.77 K | $10.88 K | 6.67% | 0.32% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2025 | 4.38 K | $4.42 K | 39.34% | 0.13% |
| CITIGROUP INC | 11/10/2025 | 3.59 K | $3.63 K | 100.00% | 0.11% |
| ROYAL BANK OF CANADA | 11/14/2025 | 2.95 K | $3.00 K | 0.00% | 0.09% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 2.60 K | $2.74 K | 0.00% | 0.08% |
| FARTHER FINANCE ADVISORS, LLC | 10/14/2025 | 674 | $681 | 100.00% | 0.02% |
| CALDWELL SUTTER CAPITAL, INC. | 10/29/2025 | 550 | $556 | 0.00% | 0.02% |
| CORSICANA & CO. | 10/10/2025 | 125 | $126.00 K | 100.00% | 0.00% |
| COMPASS FINANCIAL SERVICES INC | 11/04/2025 | 75 | $76 | 0.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 23 | $23 | 0.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 1 | $1 | 0.00% | 0.00% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
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Power REIT institutional Ownership - FAQ's
During the previous two years, 26 institutional investors and hedge funds held shares of Power REIT. The most heavily invested institutionals were:
VANGUARD GROUP INC: 36,007
RENAISSANCE TECHNOLOGIES LLC: 27,516
BlackRock, Inc.: 15,141
MORGAN STANLEY: 10,774
Tower Research Capital LLC (TRC): 4,378
CITIGROUP INC: 3,590
3.08% of Power REIT stock is owned by institutional investors.
Institutional investors have bought a total of 432.51 K shares in the last 24 months. This purchase volume represents approximately $436.84 K in transactions.