Power REIT Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSEAM:PW Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
23 Jul 24	BuyUS$202,893	Axonic Capital LLC	Company		183,497	US$1.11

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of PW?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	80,186	2.37%
Institutions	347,305	10.2%
Individual Insiders	602,188	17.8%
General Public	2,359,982	69.6%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 22 shareholders own 30.38% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
17.2%	David Lesser	583,153	US$635.6k	0%	no data
2.32%	Stichting Pensioenfonds DSM Nederland	78,526	US$85.6k	0%	0.03%
2.03%	Securities America Advisors, Inc.	68,852	US$75.0k	0%	no data
2.03%	13310 LMR2A, LLC	68,679	US$74.9k	0%	no data
1.83%	Renaissance Technologies LLC	61,896	US$67.5k	7.47%	no data
1.06%	The Vanguard Group, Inc.	36,007	US$39.2k	0%	no data
0.88%	Stichting Pensioenfonds Sabic	29,948	US$32.6k	0%	0.01%
0.7%	Horos Asset Management, SGIIC, S.A.	23,723	US$25.9k	0%	0.03%
0.45%	BlackRock, Inc.	15,141	US$16.5k	0%	no data
0.36%	Hudson River Trading LLC, Asset Management Arm	12,088	US$13.2k	0%	no data
0.34%	JRC Management LLC	11,507	US$12.5k	0%	no data
0.3%	Morgan Stanley, Investment Banking and Brokerage Investments	10,100	US$11.0k	-9.01%	no data
0.26%	Patrick Haynes	8,719	US$9.5k	0%	no data
0.22%	William Susman	7,416	US$8.1k	-0.01%	no data
0.17%	Tower Research Capital Europe Limited	5,752	US$6.3k	19.7%	no data
0.087%	City National Rochdale, LLC	2,948	US$3.2k	0%	no data
0.068%	Susan Hollander	2,300	US$2.5k	0%	no data
0.047%	Advisor Group Holdings, Inc., Asset Management Arm	1,600	US$1.7k	0%	no data
0.018%	Dionisio D’Aguilar	600	US$654.0	0%	no data
0.016%	Caldwell Securities Incorporated, Asset Management Arm	550	US$599.7	0%	no data
0.0044%	Farther Finance Advisors, LLC	150	US$163.7	0%	no data
0.00071%	Bank of America Corporation, Asset Management Arm	24	US$26.2	1,100%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/19 19:24
End of Day Share Price	2024/12/19 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Power REIT is covered by 1 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Brian Hollenden	Aegis Capital Corporation