What does CUSIP 963025101 represent in this 13F holders report?

CUSIP 963025101 is the security identifier for WHLR - WHEELER REAL ESTATE INVT TR - COM used to aggregate holder disclosures.

How many institutions held WHLR - WHEELER REAL ESTATE INVT TR - COM in Q1 2017?

29 institutional investors reported WHLR - WHEELER REAL ESTATE INVT TR - COM for Q1 2017. Use the holders table for investor-level position and value details.

WHEELER REAL ESTATE INVT TR - COM (WHLR)

CUSIP: 963025101

Q1 2017 13F Holders as of 31 Mar 2017

Security type / class: Equity / COM
Total 13F shares: 15,621,145
Total 13F value: $27,023,000
Share change: -6,519,048
SEC-reported price per share: $1.73
Number of holders: 29
Value change: -$11,174,876
Number of buys: 17
Number of sells: 27

Security key

963025101

Report period

Q1 2017

Institutions

Top holders

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

Latest 13F filings Latest 13D/G filings Investors directory

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

FMR LLC

Disclosed value leader

Orinda Asset Management LLC

Comparable rows

8/15

Latest evidence

31 Dec 2016

13F Lead comparable stake: 19% 7 rows are not safely comparable across share classes. Showing 1-6 of 15 holder rows.

Quick read

FMR LLC leads the comparable SEC ownership view at 19%.

8 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 FMR LLC's linked filing trail.

Comparable ownership Top 5

FMR LLC 19%

Crow Point Partners, LLC 13%

Stieven Capital Advisors, L.P. 3.5%

RMR Advisors LLC 2.7%

David M. Knott 1.9%

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
FMR LLC	13F Company 13F	19%	$6,930,000 295,000 shares	—	31 Dec 2016
Crow Point Partners, LLC	13F Company 13F	13%	$4,700,000 200,000 shares	—	31 Dec 2016
Stieven Capital Advisors, L.P.	13F Company 13F	3.5%	$1,293,000 55,000 shares	—	31 Dec 2016
RMR Advisors LLC	13F Company 13F	2.7%	$987,000 42,000 shares	—	31 Dec 2016
David M. Knott	13F Individual 13F	1.9%	$705,000 30,000 shares	—	31 Dec 2016
KCM INVESTMENT ADVISORS LLC	13F Company 13F	1.1%	$398,000 16,950 shares	—	31 Dec 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 Q1 2017

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions

15,621,145

Rows available

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 Q1 2017 vs Q1 2017 Across Filers

Q1 2017 holders

Holder diff

Investor	Q1 2017 Shares	Q1 2017 Shares	Share Diff	Share Chg %	Q1 2017 value	Q1 2017 value	Value change	Value Chg %