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 Q4 2014?

4 institutional investors reported WHLRP - WHEELER REAL ESTATE INVT TR - CV PFD SER B for Q4 2014. Use the holders table for investor-level position and value details.

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

CUSIP: 963025309

Q4 2014 13F Holders as of 31 Dec 2014

Type / Class: Equity / CV PFD SER B
Total 13F shares: 86,190
Share change: +14,365
Total reported value: $1,918,000
Price per share: $22.25
Number of holders: 4
Value change: +$301,000
Number of buys: 1
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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SEC investors directory for manager drilldown.

Explore More Reporting Periods

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

Newer quarter: Q1 2015
Previous quarter: Q3 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	345,099	$1,574,000	—	30 Sep 2014	13F
Grey Owl Capital Management, LLC	13F	Company	— mixed-class rows	118,431 mixed-class rows	$1,000,000	—	30 Sep 2014	13F
Bulldog Investors, LLP	13F	Company	— class O/S missing	40,000	$948,000	—	30 Sep 2014	13F
1919 Investment Counsel, LLC	13F	Company	— class O/S missing	200,000	$912,000	—	30 Sep 2014	13F
VANGUARD GROUP INC	13F	Company	— class O/S missing	117,012	$534,000	—	30 Sep 2014	13F
MUNDER CAPITAL MANAGEMENT	13F	Company	— class O/S missing	101,850	$465,000	—	30 Sep 2014	13F
AMUNDI ASSET MANAGEMENT US, INC.	13F	Company	— class O/S missing	74,022	$338,000	—	30 Sep 2014	13F
State of New Jersey Common Pension Fund D	13F	Company	— class O/S missing	65,000	$296,000	—	30 Sep 2014	13F
Alpine Global Management, LLC	13F	Company	— class O/S missing	12,500	$296,000	—	30 Sep 2014	13F
Wellington Shields Capital Management, LLC	13F	Company	— class O/S missing	60,620	$276,000	—	30 Sep 2014	13F
EJF Capital LP	13F	Company	— class O/S missing	10,000	$237,000	—	30 Sep 2014	13F
SUSQUEHANNA INTERNATIONAL GROUP, LLP	13F	Company	— class O/S missing	9,000	$213,000	—	30 Sep 2014	13F
MORGAN STANLEY	13F	Company	— class O/S missing	29,459	$134,000	—	30 Sep 2014	13F
Hilton Capital Management, LLC	13F	Company	— class O/S missing	20,000	$91,000	—	30 Sep 2014	13F
GEODE CAPITAL MANAGEMENT, LLC	13F	Company	— class O/S missing	10,523	$47,000	—	30 Sep 2014	13F
CITIGROUP INC	13F	Company	— class O/S missing	7,865	$36,000	—	30 Sep 2014	13F
AMERIPRISE FINANCIAL INC	13F	Company	— class O/S missing	325	$8,000	—	30 Sep 2014	13F
Tower Research Capital LLC (TRC)	13F	Company	— class O/S missing	1,500	$7,000	—	30 Sep 2014	13F
BlackRock Investment Management, LLC	13F	Company	— class O/S missing	1,341	$6,000	—	30 Sep 2014	13F
CENTRAL TRUST Co	13F	Company	— class O/S missing	800	$4,000	—	30 Sep 2014	13F
BARCLAYS PLC	13F	Company	— class O/S missing	700	$3,000	—	30 Sep 2014	13F
MANUFACTURERS LIFE INSURANCE COMPANY, THE	13F	Company	— class O/S missing	200	$1,000	—	30 Sep 2014	13F
UBS AG	13F	Company	— class O/S missing	189	$1,000	—	30 Sep 2014	13F

Institutional Holders of WHEELER REAL ESTATE INVT TR - CV PFD SER B (WHLRP) as of Q4 2014

As of 31 Dec 2014, WHEELER REAL ESTATE INVT TR - CV PFD SER B (WHLRP) was held by 4 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 86,190 shares. The largest 4 holders included Bulldog Investors, LLC, LADENBURG THALMANN FINANCIAL SERVICES INC, EJF Capital LLC, and SUSQUEHANNA INTERNATIONAL GROUP, LLP. This page lists 4 institutional shareholders reporting positions in this security for the Q4 2014 filing period.

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

Compare Q4 2014 vs Q3 2014 Across Filers

Q3 2014 holders

Q4 2014 holders

Holder diff

-2

Investor	Q3 2014 Shares	Q4 2014 Shares	Share Diff	Share Chg %	Q3 2014 Value $	Q4 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.