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Ownership

Who owns Power REIT, from the filings themselves: stakes over 5% (Schedule 13D/G), the institutional managers reporting the stock each quarter (13F), and the funds holding it (N-PORT).

Stakes over 5%

Investors crossing 5% ownership must disclose it. Schedule 13G filers certify the stake is passive; Schedule 13D is the general form for everyone else — founders, strategic holders, and activists alike. Each entry is the holder's most recent disclosure. Coverage begins with SEC's structured filings from December 18, 2024; a holder appears once they file or amend after that date.

Bradley & Daytona Railway and Land Co. LLC, Alexander Kachmar, D & C Cacciapaglia Living Trust, U/A DTD 02/01/2013 August 27, 2026

Bradley & Daytona Railway and Land Co. LLC: 4.8% · 16,110 shares — Alexander Kachmar: 3.1% · 10,500 shares — D & C Cacciapaglia Living Trust, U/A DTD 02/01/2013: 2.8% · 9,439 shares

POSNER HENRY III August 14, 2026

POSNER HENRY III: 9.3% · 34,000 shares

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Super investors holding PW

Every institutional manager whose latest 13F reports this stock, largest position first. "% of their portfolio" is the weight inside that manager's own book — how much conviction the position represents; "% of company" is how much of Power REIT they hold. Together these 20 managers report 55.61% of shares outstanding.

Investor Position value Shares % of their portfolio % of company As of
Pensionfund PDN $67K 78,526 0.04% 21.39% March 31, 2026
VANGUARD GROUP INC $26.4K 30,190 0.00% 8.22% December 31, 2025

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Funds holding PW

Funds disclosing this stock in their monthly N-PORT portfolio, with the position's share of the fund's net assets. Together these 1 funds hold 0.52% of shares outstanding — counted inside the manager totals above, not on top of them, since a fund's shares also appear in its manager's 13F.

Fund Position value % of net assets % of company As of
VANGUARD EXTENDED MARKET INDEX FUND $18.2K 0.00% 0.52% June 30, 2026

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