Security key
963025101
- Security type / class
- Equity / COM
- Total 13F shares
- 28,478,363
- Total 13F value
- $49,833,000
- Share change
- +72,568
- SEC-reported price per share
- $1.75
- Number of holders
- 49
- Value change
- +$260,901
- Number of buys
- 28
- Number of sells
- 18
Report period
Q3 2016
Institutions
49
Top holders
10
WHLR full security history
Ownership snapshot
Full 13F holder table
Wheeler Real Estate Investment Trust, Inc. SEC filings
Wheeler Real Estate Investment Trust, Inc. company facts
Broader feeds
Ownership snapshot
Top reported holders of WHLR - WHEELER REAL ESTATE INVT TR - COM (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Bulldog Investors, LLP
Disclosed value leader
Bulldog Investors, LLP
Comparable rows
0/15
Latest evidence
30 Jun 2016
13F
Highest disclosed value: $6,666,000
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
Bulldog Investors, LLP has the largest disclosed position value at $6.67M.
0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Bulldog Investors, LLP's linked filing trail.
Disclosed position value
Top 5
Bulldog Investors, LLP
$6.67M
EJF Capital LP
$5.85M
NS Advisors, LLC
$5.52M
VANGUARD GROUP INC
$4.93M
ARDSLEY ADVISORY PARTNERS LP
$4.47M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Bulldog Investors, LLP |
13F
Company
|
—
class O/S missing
|
$6,666,000
4,328,415 shares
|
— | 30 Jun 2016 |
| EJF Capital LP |
13F
Company
|
—
class O/S missing
|
$5,852,000
3,800,000 shares
|
— | 30 Jun 2016 |
| NS Advisors, LLC |
13F
Company
|
—
class O/S missing
|
$5,525,000
3,587,413 shares
|
— | 30 Jun 2016 |
| VANGUARD GROUP INC |
13F
Company
|
—
class O/S missing
|
$4,926,000
3,198,708 shares
|
— | 30 Jun 2016 |
| ARDSLEY ADVISORY PARTNERS LP |
13F
Company
|
—
class O/S missing
|
$4,466,000
2,900,000 shares
|
— | 30 Jun 2016 |
| Michael F. Price |
13F
Individual
|
—
class O/S missing
|
$4,139,000
2,687,500 shares
|
— | 30 Jun 2016 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q3 2016
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
49
Shares
28,478,363
Rows available
49
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q3 2016 vs Q2 2016 Across Filers
Q2 2016 holders
37
Q3 2016 holders
49
Holder diff
12
| Investor | Q2 2016 Shares | Q3 2016 Shares | Share Diff | Share Chg % | Q2 2016 value | Q3 2016 value | Value change | Value Chg % |
|---|