$PW

$6.88 +$0.30 (4.56%) Close

$PW Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 367.1K shares outstanding

Who owns PW?

By type of holder

Institutions 1.6% Insiders 9.3% Everyone else 89.2%

Concentration Top 10 holders own 15.6%

Posner Henry III 9.3% · Vanguard Capital Management LLC 0.5%

Institutional ownership

1.6%

-50.3 pts vs last qtr

Institutional holders

-3 vs last qtr

Net shares bought

−184.6K

by institutions in Q2 2026

New / sold out

2 / 5

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Markowski Investments NEW +70
Clearstead Advisors, LLC NEW +50

Biggest sellers in Q2 2026

Pensionfund PDN SOLD OUT −78.5K
Pensionfund Sabic SOLD OUT −29.9K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Power REIT in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2013–FY2025

+104.6%

+8.28% a year

Each share's claim on the business

−51.1%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $3.99M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years98% 3–5 years0% 1–3 years0% Under 1 year2%

Quarterly turnover

48.6%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting PW on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
PP Pensionfund PDN	—	—	SOLD OUT	—	—
Shares held by quarter Peak holding78.5K (Q3'24) Change over 8 quarters−78.5K Pensionfund PDN's full portfolio →
PS Pensionfund Sabic	—	—	SOLD OUT	—	—
Shares held by quarter Peak holding29.9K (Q3'24) Change over 8 quarters−29.9K Pensionfund Sabic's full portfolio →

Pensionfund PDN

—

% of company

—

Change vs last qtr

SOLD OUT

Held since

—

Pensionfund Sabic

—

% of company

—

Change vs last qtr

SOLD OUT

Held since

—

11 more super investors behind a free account

See every manager holding Power REIT, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting PW on Form N-PORT; together they hold 0.5% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VE Vanguard Extended Market Index Fund Vanguard Index Funds	$18.2K	1.9K	0.52%	0.00%	June 30, 2026

Vanguard Extended Market Index Fund

Vanguard Index Funds

Position value

$18.2K

% of company

0.52%

% of the fund

0.00%

As of

June 30, 2026

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
PH Posner Henry III 5%+ holder 13D · 9.3%	34.0K	9.26%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company9.260% Disclosed stake13D · 9.3% View the 13D/G filing →
BD Bradley & Daytona Railway and Land Co. LLC 5%+ holder 13D · 5.2%	17.6K	4.78%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company4.780% Disclosed stake13D · 5.2% View the 13D/G filing →

Posner Henry III

5%+ holder13D · 9.3%

34.0K

% of company

9.26%

Change vs last qtr

—

Held since

—

Bradley & Daytona Railway and Land Co. LLC

5%+ holder13D · 5.2%

17.6K

% of company

4.78%

Change vs last qtr

—

Held since

—

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