WHEELER REAL ESTATE INVT TR - CV PFD SER B (WHLRP)

Historical Holders from Q2 2014 to Q3 2025

Symbol
WHLRP on Nasdaq
Type / Class
Equity / CV PFD SER B
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
1,412,364
Holdings value
$5,912,550
% of all portfolios
0%
Number of holders
11
Number of buys
4
Number of sells
-2
Average buys %
+0%
Average sells %
-0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of WHEELER REAL ESTATE INVT TR - CV PFD SER B (WHLRP)

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q3 1,412,364 $5,912,550 +$469,335 $4.23 11
2025 Q2 1,300,524 $5,151,166 +$1,949,993 $3.96 8
2025 Q1 808,377 $3,217,340 -$1,856,908 $3.98 1
2024 Q4 1,452,993 $4,470,209 +$4,468,071 $3.05 10
2024 Q3 700 $1,675 -$1,838,441 $2.39 1
2024 Q2 817,785 $1,840,016 -$725,785 $2.25 2
2024 Q1 1,254,202 $2,051,333 -$21,322 $1.62 8
2023 Q4 1,271,129 $1,652,469 +$4,298 $1.3 9
2023 Q3 1,266,408 $1,895,319 -$352,984 $1.5 10
2023 Q2 1,487,260 $2,379,328 -$260 $1.6 11
2023 Q1 1,487,428 $2,401,031 +$1,293,559 $1.6 10
2022 Q4 682,092 $1,036,079 +$237,961 $1.52 10
2022 Q3 524,316 $1,206,000 -$1,679,938 $2.3 10
2022 Q2 852,062 $4,275,000 +$2,067,566 $4.98 11
2022 Q1 438,064 $3,011,000 -$114,026 $6.87 8
2021 Q4 455,036 $3,061,000 +$2,744,000 $6.72 9
2021 Q3 29,859 $320,000 -$621,238 $10.37 2
2021 Q2 87,706 $1,316,000 -$1,760,848 $15.28 2
2021 Q1 205,104 $2,256,000 -$5,678,533 $11.06 2
2020 Q4 633,597 $8,236,000 -$2,492,645 $13 4
2020 Q3 929,502 $8,948,000 +$195,742 $9.55 13
2020 Q2 911,736 $6,542,000 -$214,189 $7.11 14
2020 Q1 942,604 $5,884,000 +$258,685 $6.17 14
2019 Q4 901,222 $9,894,000 +$1,043,981 $10.99 15
2019 Q3 803,417 $9,528,000 +$296,029 $11.88 17
2019 Q2 752,314 $10,442,000 +$1,510,617 $13.89 15
2019 Q1 647,298 $8,350,000 -$93,702 $13 16
2018 Q4 1,199,179 $5,626,634 -$1,228,030 $7.77 15
2018 Q3 758,736 $14,108,000 -$326,650 $18.65 16
2018 Q2 775,970 $12,417,000 -$1,601,760 $16.07 10
2018 Q1 886,171 $12,663,000 -$726,522 $14.23 12
2017 Q4 936,290 $20,054,000 -$109,299 $21.75 10
2017 Q3 753,989 $16,738,000 -$181,934 $22.2 8
2017 Q2 762,207 $17,072,000 +$174,865 $22.44 10
2017 Q1 754,424 $18,150,000 +$54,668 $23.93 10
2016 Q4 752,222 $16,647,000 -$173,371 $22.14 9
2016 Q3 760,092 $16,341,000 +$14,892,560 $21.57 9
2016 Q2 114,185 $1,416,000 -$261,474 $20.72 6
2016 Q1 80,632 $1,537,000 -$1,958,832 $19.75 6
2015 Q4 165,152 $3,723,000 -$418,548 $22.53 6
2015 Q3 183,754 $4,260,000 -$9,231,588 $23.25 5
2015 Q2 574,025 $13,813,646 +$9,263,687 $23.93 10
2015 Q1 189,322 $4,519,000 +$2,474,155 $23.89 8
2014 Q4 86,190 $1,918,000 +$301,000 $22.25 4
2014 Q3 95,825 $2,271,000 +$1,612,375 $23.7 6
2014 Q2 27,644 $694,000 +$694,000 $25 4