Power REIT (PW) Institutional Ownership

Ownership Summary

According to SEC filings for the period ending December 2025, Power REIT (NYSE:PW) is held by 15 institutional firms.

• The percentage of Power REIT owned by institutions changed from 3.1% in September 2025 to 6.8% in December 2025, marking a slight up trend.
• Quarterly data indicates a 124.91% shift in institutional share volume, and the annual owner count reflects a decrease of 11.76%.
• During the quarter, 4 institutions bought more Power REIT shares, 6 sold shares, and 5 of the 15 total investors held their position steady.
• This class of investors increased its holdings in Power REIT to 231.89K shares for the 13F-cycle ending December 2025, up by 128.78K shares quarter on quarter, and down 17.82K shares year over year.
• As of December 31, 2025, Pensionfund PDN held Power REIT's largest shareholding position with over 78.53K shares, representing 2.31% of total outstanding shares.
• Among the most significant buyers of Power REIT during December 2025 were Pensionfund PDN (78.53K), Pensionfund Sabic (29.95K), JANE STREET GROUP, LLC (23.56K), HRT FINANCIAL LP (12.38K).
• Leading sellers of Power REIT stock in December 2025 included VANGUARD GROUP INC (5.82K), RENAISSANCE TECHNOLOGIES LLC (5.30K), CITIGROUP INC (3.58K), MORGAN STANLEY (674), OSAIC HOLDINGS, INC. (250).
• The top 10 institutional holders of Power REIT for the quarter ending December 2025 included Pensionfund PDN (78.53K), VANGUARD GROUP INC (30.19K), Pensionfund Sabic (29.95K), JANE STREET GROUP, LLC (23.56K), RENAISSANCE TECHNOLOGIES LLC (22.22K), BlackRock, Inc. (15.14K), HRT FINANCIAL LP (12.38K), MORGAN STANLEY (10.10K), Tower Research Capital LLC (TRC) (4.38K), ROYAL BANK OF CANADA (2.95K).