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

Institutional Holders (2017Q1)
Portfolio Summary: 8 Institutional holders with a total value of $1,068,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 LADENBURG THALMANN FINANCIAL SERVICES INC. 121,660 808,000 75.66%
2 RENAISSANCE TECHNOLOGIES LLC 22,300 148,000 13.86%
3 PRICE T ROWE ASSOCIATES INC /MD/ 10,130 66,000 6.18%
4 BlackRock Finance, Inc. 3,604 24,000 2.25%
5 CENTRAL BANK & TRUST CO 2,325 15,000 1.40%
6 MORGAN STANLEY 930 6,000 0.56%
7 BANK OF MONTREAL /CAN/ 215 1,000 0.09%
8 WELLS FARGO & COMPANY/MN 0 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.