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POWER REIT
POWER REIT. Institutional holdings reported to the SEC.

Institutional Holders (2014Q4)
Portfolio Summary: 13 Institutional holders with a total value of $990,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 LADENBURG THALMANN FINANCIAL SERVICES INC. 76,713 641,000 64.75%
2 VANGUARD GROUP INC 14,124 117,000 11.82%
3 RENAISSANCE TECHNOLOGIES LLC 12,500 104,000 10.51%
4 PRICE T ROWE ASSOCIATES INC /MD/ 10,130 84,000 8.48%
5 BlackRock Institutional Trust Company, N.A. 3,365 28,000 2.83%
6 UBS Group AG 935 8,000 0.81%
7 MANUFACTURERS LIFE INSURANCE COMPANY, THE 186 2,000 0.20%
8 BANK OF MONTREAL /CAN/ 215 2,000 0.20%
9 MSI Financial Services Inc 295 2,000 0.20%
10 Alexandria Capital, LLC 100 1,000 0.10%
11 Lehman Financial Resources, Inc. 100 1,000 0.10%
12 NEW ENGLAND SECURITIES CORP /MA/ 50 0 0.00%
13 WELLS FARGO & COMPANY/MN 1 0 0.00%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.