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 Q2 2015?

10 institutional investors reported WHLRP - WHEELER REAL ESTATE INVT TR - CV PFD SER B for Q2 2015. Use the holders table for investor-level position and value details.

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

CUSIP: 963025309

Q2 2015 13F Holders as of 30 Jun 2015

Type / Class: Equity / CV PFD SER B
Total 13F shares: 574,025
Share change: +384,703
Total reported value: $13,813,646
Price per share: $23.93
Number of holders: 10
Value change: +$9,263,687
Number of buys: 8
Number of sells: 4

Security key

963025309

Report period

Q2 2015

Institutions

Top holders

WHLRP full security history Newer quarter: Q3 2015 Previous quarter: Q1 2015 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

Reporting periods

Holder history for CUSIP 963025309

Newer quarter: Q3 2015 Previous quarter: Q1 2015

Recent filing periods:

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
Bulldog Investors, LLP	13F	Company	— class O/S missing	54,948	$1,313,000	—	31 Mar 2015	13F
MACQUARIE GROUP LTD	13F	Company	— class O/S missing	556,999	$1,276,000	—	31 Mar 2015	13F
GRATIA CAPITAL, LLC	13F	Company	— class O/S missing	47,968	$1,146,000	—	31 Mar 2015	13F
LADENBURG THALMANN FINANCIAL SERVICES INC.	13F	Company	— class O/S missing	22,925	$548,000	—	31 Mar 2015	13F
EJF Capital LP	13F	Company	— class O/S missing	18,111	$433,000	—	31 Mar 2015	13F
Eidelman Virant Capital	13F	Company	— class O/S missing	16,348	$391,000	—	31 Mar 2015	13F
683 Capital Management, LLC	13F	Company	— class O/S missing	16,445	$388,000	—	31 Mar 2015	13F
Orinda Asset Management LLC	13F	Company	— class O/S missing	12,100	$289,000	—	31 Mar 2015	13F
VANGUARD GROUP INC	13F	Company	— class O/S missing	118,112	$270,000	—	31 Mar 2015	13F
AMUNDI ASSET MANAGEMENT US, INC.	13F	Company	— class O/S missing	83,950	$192,000	—	31 Mar 2015	13F
Bank of New York Mellon Corp	13F	Company	— class O/S missing	81,241	$186,000	—	31 Mar 2015	13F
State of New Jersey Common Pension Fund D	13F	Company	— class O/S missing	65,000	$149,000	—	31 Mar 2015	13F
Wellington Shields Capital Management, LLC	13F	Company	— class O/S missing	59,120	$135,000	—	31 Mar 2015	13F
Virtu KCG Holdings LLC	13F	Company	— class O/S missing	50,347	$115,000	—	31 Mar 2015	13F
MORGAN STANLEY	13F	Company	— class O/S missing	38,487	$89,000	—	31 Mar 2015	13F
RENAISSANCE TECHNOLOGIES LLC	13F	Company	— class O/S missing	27,954	$64,000	—	31 Mar 2015	13F
CREDIT SUISSE AG/	13F	Company	— class O/S missing	18,164	$42,000	—	31 Mar 2015	13F
UBS Group AG	13F	Company	— mixed-class rows	6,965 mixed-class rows	$26,000	—	31 Mar 2015	13F
B. Riley Wealth Advisors, Inc.	13F	Company	— class O/S missing	10,595	$24,000	—	31 Mar 2015	13F
GEODE CAPITAL MANAGEMENT, LLC	13F	Company	— class O/S missing	10,523	$24,000	—	31 Mar 2015	13F
DEUTSCHE BANK AG\	13F	Company	— class O/S missing	7,851	$17,000	—	31 Mar 2015	13F
WELLS FARGO & COMPANY/MN	13F	Company	— class O/S missing	2,168	$5,000	—	31 Mar 2015	13F
CITIGROUP INC	13F	Company	— class O/S missing	1,915	$4,000	—	31 Mar 2015	13F
MANUFACTURERS LIFE INSURANCE COMPANY, THE	13F	Company	— class O/S missing	1,681	$4,000	—	31 Mar 2015	13F
BlackRock Investment Management, LLC	13F	Company	— class O/S missing	1,341	$3,000	—	31 Mar 2015	13F
CENTRAL TRUST Co	13F	Company	— class O/S missing	800	$2,000	—	31 Mar 2015	13F
Tower Research Capital LLC (TRC)	13F	Company	— class O/S missing	500	$1,000	—	31 Mar 2015	13F

Institutional Holders of WHEELER REAL ESTATE INVT TR - CV PFD SER B (WHLRP) as of Q2 2015

As of 30 Jun 2015, WHEELER REAL ESTATE INVT TR - CV PFD SER B (WHLRP) was held by 10 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 574,025 shares. The largest 10 holders included Hilton Capital Management, LLC, Bulldog Investors, LLC, 683 Capital Management, LLC, Gratia Capital, LLC, LADENBURG THALMANN FINANCIAL SERVICES INC, Harvest Capital Strategies LLC, PRICE MICHAEL F, FNY Managed Accounts LLC, Tower Research Capital LLC (TRC), and UBS Group AG. This page lists 10 institutional shareholders reporting positions in this security for the Q2 2015 filing period.

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

Compare Q2 2015 vs Q1 2015 Across Filers

Q1 2015 holders

Q2 2015 holders

Holder diff

Investor	Q1 2015 Shares	Q2 2015 Shares	Share Diff	Share Chg %	Q1 2015 Value $	Q2 2015 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.