Power REIT Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| PENSIONFUND DSM NETHERLANDS | 10/09/2024 | 78,526 | $59,000 | 0.00% | 2.32% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 61,896 | $46,651 | 7.47% | 1.83% |
| VANGUARD GROUP INC | 11/13/2024 | 36,007 | $27,149 | 0.00% | 1.06% |
| PENSIONFUND SABIC | 10/09/2024 | 29,948 | $23,000 | 0.00% | 0.88% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 15,141 | $11,412 | 100.00% | 0.45% |
| HRT FINANCIAL LP | 11/12/2024 | 12,088 | $9,000 | 100.00% | 0.36% |
| MORGAN STANLEY | 11/14/2024 | 10,100 | $7,612 | -9.01% | 0.30% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2024 | 5,752 | $4,335 | 19.73% | 0.17% |
| ROYAL BANK OF CANADA | 11/14/2024 | 2,948 | $2,000 | -2.90% | 0.09% |
| ADVISOR GROUP HOLDINGS, INC. | 11/13/2024 | 1,600 | $1,206 | 0.00% | 0.05% |
| CALDWELL SUTTER CAPITAL, INC. | 10/25/2024 | 550 | $415 | 0.00% | 0.02% |
| FARTHER FINANCE ADVISORS, LLC | 10/29/2024 | 150 | $113 | 0.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 24 | $19 | 1,100.00% | 0.00% |
| TORONTO DOMINION BANK | 11/18/2024 | 0 | $0 | -100.00% | 0.00% |
| MARINER INVESTMENT GROUP LLC | 10/29/2024 | 0 | $0 | -100.00% | 0.00% |
| CIBC PRIVATE WEALTH GROUP, LLC | 11/13/2024 | 0 | $0 | -100.00% | 0.00% |
Power REITinstitutional 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:
Pensionfund DSM Netherlands: 78,526
RENAISSANCE TECHNOLOGIES LLC: 61,896
VANGUARD GROUP INC: 36,007
Pensionfund Sabic: 29,948
BlackRock Funding, Inc. /DE: 15,141
HRT FINANCIAL LP: 12,088
7.51% of Power REIT stock is owned by institutional investors.
Institutional investors have bought a total of 474,493 shares in the last 24 months. This purchase volume represents approximately $626,331 in transactions.