Security key
963025101
- Security type / class
- Equity / COM
- Total 13F shares
- 25,707,288
- Total 13F value
- $43,698,000
- Share change
- -2,769,375
- SEC-reported price per share
- $1.70
- Number of holders
- 45
- Value change
- -$4,752,891
- Number of buys
- 14
- Number of sells
- 23
Report period
Q4 2016
Institutions
45
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
Crow Point Partners, LLC
Disclosed value leader
Orinda Asset Management LLC
Comparable rows
7/15
Latest evidence
30 Sep 2016
13F
Lead comparable stake: 10%
8 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
Crow Point Partners, LLC leads the comparable SEC ownership view at 10%.
7 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 Crow Point Partners, LLC's linked filing trail.
Comparable ownership
Top 5
Crow Point Partners, LLC
10%
FMR LLC
10%
Stieven Capital Advisors, L.P.
3.8%
David M. Knott
1.9%
RMR Advisors LLC
1.3%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Crow Point Partners, LLC |
13F
Company
|
10%
|
$4,080,000
160,000 shares
|
— | 30 Sep 2016 |
| FMR LLC |
13F
Company
|
10%
|
$4,080,000
160,000 shares
|
— | 30 Sep 2016 |
| Stieven Capital Advisors, L.P. |
13F
Company
|
3.8%
|
$1,530,000
60,000 shares
|
— | 30 Sep 2016 |
| David M. Knott |
13F
Individual
|
1.9%
|
$765,000
30,000 shares
|
— | 30 Sep 2016 |
| RMR Advisors LLC |
13F
Company
|
1.3%
|
$510,000
20,000 shares
|
— | 30 Sep 2016 |
| KCM INVESTMENT ADVISORS LLC |
13F
Company
|
1%
|
$416,000
16,300 shares
|
— | 30 Sep 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 Q4 2016
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
45
Shares
25,707,288
Rows available
45
| 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 Q4 2016 vs Q3 2016 Across Filers
Q3 2016 holders
49
Q4 2016 holders
45
Holder diff
-4
| Investor | Q3 2016 Shares | Q4 2016 Shares | Share Diff | Share Chg % | Q3 2016 value | Q4 2016 value | Value change | Value Chg % |
|---|