What does CUSIP 963025309 represent in this 13F holders report?

CUSIP 963025309 is the security identifier for WHLRP - WHEELER REAL ESTATE INVT TR - CV PFD SER B used to aggregate holder disclosures.

How many institutions held WHLRP - WHEELER REAL ESTATE INVT TR - CV PFD SER B in Q3 2014?

6 institutional investors reported WHLRP - WHEELER REAL ESTATE INVT TR - CV PFD SER B for Q3 2014. Use the holders table for investor-level position and value details.

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

CUSIP: 963025309

Q3 2014 13F Holders as of 30 Sep 2014

Type / Class: Equity / CV PFD SER B
Total 13F shares: 95,825
Share change: +68,181
Total reported value: $2,271,000
Price per share: $23.70
Number of holders: 6
Value change: +$1,612,375
Number of buys: 5
Number of sells: 2

Quarterly Holders Quick Answers

What is CUSIP 963025309?
CUSIP 963025309 identifies WHLRP - WHEELER REAL ESTATE INVT TR - CV PFD SER B in SEC institutional holdings data.

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Jump to adjacent filing periods for faster comparison and easier crawl discovery.

Newer quarter: Q4 2014
Previous quarter: Q2 2014

Recent filing periods for CUSIP 963025309:

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024

Top shareholders of WHLRP - WHEELER REAL ESTATE INVT TR - CV PFD SER B (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Holder	Source	Role / Reporting	Ownership %	Shares	Holdings Value	12M Net Δ	As of	Details
MACQUARIE GROUP LTD	13F	Company	— class O/S missing	350,199	$1,667,000	—	30 Jun 2014	13F
1919 Investment Counsel, LLC	13F	Company	— class O/S missing	200,000	$952,000	—	30 Jun 2014	13F
Grey Owl Capital Management, LLC	13F	Company	— mixed-class rows	121,309 mixed-class rows	$881,000	—	30 Jun 2014	13F
VANGUARD GROUP INC	13F	Company	— class O/S missing	117,012	$557,000	—	30 Jun 2014	13F
MUNDER CAPITAL MANAGEMENT	13F	Company	— class O/S missing	101,850	$485,000	—	30 Jun 2014	13F
AMUNDI ASSET MANAGEMENT US, INC.	13F	Company	— class O/S missing	74,022	$352,000	—	30 Jun 2014	13F
State of New Jersey Common Pension Fund D	13F	Company	— class O/S missing	65,000	$309,000	—	30 Jun 2014	13F
Wellington Shields Capital Management, LLC	13F	Company	— class O/S missing	60,620	$289,000	—	30 Jun 2014	13F
EJF Capital LP	13F	Company	— class O/S missing	10,000	$253,000	—	30 Jun 2014	13F
Hilton Capital Management, LLC	13F	Company	— class O/S missing	20,000	$95,000	—	30 Jun 2014	13F
Bulldog Investors, LLP	13F	Company	— class O/S missing	19,443	$93,000	—	30 Jun 2014	13F
B. Riley Wealth Advisors, Inc.	13F	Company	— class O/S missing	18,357	$87,380	—	30 Jun 2014	13F
MORGAN STANLEY	13F	Company	— class O/S missing	15,290	$72,000	—	30 Jun 2014	13F
BANK OF AMERICA CORP /DE/	13F	Company	— class O/S missing	2,000	$50,000	—	30 Jun 2014	13F
CITIGROUP INC	13F	Company	— class O/S missing	7,865	$37,000	—	30 Jun 2014	13F
UBS AG	13F	Company	— class O/S missing	644	$16,000	—	30 Jun 2014	13F
BlackRock Investment Management, LLC	13F	Company	— class O/S missing	1,229	$6,000	—	30 Jun 2014	13F
CENTRAL TRUST Co	13F	Company	— class O/S missing	800	$4,000	—	30 Jun 2014	13F

Institutional Holders of WHEELER REAL ESTATE INVT TR - CV PFD SER B (WHLRP) as of Q3 2014

As of 30 Sep 2014, WHEELER REAL ESTATE INVT TR - CV PFD SER B (WHLRP) was held by 6 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 95,825 shares. The largest 6 holders included Bulldog Investors, LLC, Grey Owl Capital Management, LLC, Alpine Partners VI, LLC, EJF Capital LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, and Ameriprise Financial Inc. This page lists 6 institutional shareholders reporting positions in this security for the Q3 2014 filing period.

Investor	Option	Weight %	Change %	Value $	* Price	Shares	Share Change	Activity	Report Period

Compare Q3 2014 vs Q2 2014 Across Filers

Q2 2014 holders

Q3 2014 holders

Holder diff

Investor	Q2 2014 Shares	Q3 2014 Shares	Share Diff	Share Chg %	Q2 2014 Value $	Q3 2014 Value $	Value Diff $	Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend

Quarterly Value Trend

Quarterly Shares Trend

* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.