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

Institutional Holders (2015Q1)
Portfolio Summary: 14 Institutional holders with a total value of $1,191,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 LADENBURG THALMANN FINANCIAL SERVICES INC. 91,744 796,000 66.83%
2 VANGUARD GROUP INC 14,824 129,000 10.83%
3 RENAISSANCE TECHNOLOGIES LLC 12,800 111,000 9.32%
4 PRICE T ROWE ASSOCIATES INC /MD/ 10,130 88,000 7.39%
5 BlackRock Institutional Trust Company, N.A. 3,365 29,000 2.43%
6 UBS Group AG 2,390 21,000 1.76%
7 Tower Research Capital LLC (TRC) 881 8,000 0.67%
8 MSI Financial Services Inc 345 3,000 0.25%
9 BANK OF MONTREAL /CAN/ 215 2,000 0.17%
10 MANUFACTURERS LIFE INSURANCE COMPANY, THE 186 2,000 0.17%
11 Lehman Financial Resources, Inc. 100 1,000 0.08%
12 Alexandria Capital, LLC 100 1,000 0.08%
13 WELLS FARGO & COMPANY/MN 1 0 0.00%
14 CITIGROUP INC 40 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.