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 2015?

5 institutional investors reported WHLRP - WHEELER REAL ESTATE INVT TR - CV PFD SER B for Q3 2015. Use the holders table for investor-level position and value details.

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

CUSIP: 963025309

Q3 2015 13F Holders as of 30 Sep 2015

Type / Class: Equity / CV PFD SER B
Total 13F shares: 183,754
Share change: -390,271
Total reported value: $4,260,000
Price per share: $23.25
Number of holders: 5
Value change: -$9,231,588
Number of buys: 2
Number of sells: 8

Security key

963025309

Report period

Q3 2015

Institutions

Top holders

WHLRP full security history Newer quarter: Q4 2015 Previous quarter: Q2 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: Q4 2015 Previous quarter: Q2 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
Crow Point Partners, LLC	13F	Company	— class O/S missing	5,000,000	$10,150,000	—	30 Jun 2015	13F
Bulldog Investors, LLP	13F	Company	— mixed-class rows	2,367,854 mixed-class rows	$8,483,000	—	30 Jun 2015	13F
EJF Capital LP	13F	Company	— class O/S missing	3,348,943	$6,798,000	—	30 Jun 2015	13F
NS Advisors, LLC	13F	Company	— class O/S missing	3,000,000	$6,090,000	—	30 Jun 2015	13F
Michael F. Price	13F	Individual	— mixed-class rows	2,515,000 mixed-class rows	$5,434,000	—	30 Jun 2015	13F
BHR Capital LLC	13F	Company	— class O/S missing	2,000,000	$4,060,000	—	30 Jun 2015	13F
ARDSLEY ADVISORY PARTNERS LP	13F	Company	— class O/S missing	4,000	$4,000,000	—	30 Jun 2015	13F
Orinda Asset Management LLC	13F	Company	— class O/S missing	1,310,065	$2,659,000	—	30 Jun 2015	13F
683 Capital Management, LLC	13F	Company	— mixed-class rows	404,555 mixed-class rows	$2,254,000	—	30 Jun 2015	13F
Verition Fund Management LLC	13F	Company	— class O/S missing	920,000	$1,868,000	—	30 Jun 2015	13F
Westchester Capital Management, LLC	13F	Company	— class O/S missing	890,000	$1,807,000	—	30 Jun 2015	13F
GRATIA CAPITAL, LLC	13F	Company	— class O/S missing	47,968	$1,148,000	—	30 Jun 2015	13F
MACQUARIE GROUP LTD	13F	Company	— class O/S missing	556,999	$1,131,000	—	30 Jun 2015	13F
Forward Management, LLC	13F	Company	— class O/S missing	392,043	$796,000	—	30 Jun 2015	13F
LADENBURG THALMANN FINANCIAL SERVICES INC.	13F	Company	— mixed-class rows	27,835 mixed-class rows	$553,000	—	30 Jun 2015	13F
Harvest Capital Strategies LLC	13F	Company	— mixed-class rows	38,096 mixed-class rows	$454,000	—	30 Jun 2015	13F
VANGUARD GROUP INC	13F	Company	— class O/S missing	127,012	$258,000	—	30 Jun 2015	13F
FNY Managed Accounts LLC	13F	Company	— class O/S missing	8,719	$208,646	—	30 Jun 2015	13F
Eidelman Virant Capital	13F	Company	— class O/S missing	100,000	$203,000	—	30 Jun 2015	13F
AMUNDI ASSET MANAGEMENT US, INC.	13F	Company	— class O/S missing	83,950	$170,000	—	30 Jun 2015	13F
State of New Jersey Common Pension Fund D	13F	Company	— class O/S missing	65,000	$132,000	—	30 Jun 2015	13F
Wellington Shields Capital Management, LLC	13F	Company	— class O/S missing	59,120	$120,000	—	30 Jun 2015	13F
MORGAN STANLEY	13F	Company	— class O/S missing	41,415	$84,000	—	30 Jun 2015	13F
BANK OF AMERICA CORP /DE/	13F	Company	— class O/S missing	15,280	$31,000	—	30 Jun 2015	13F
Diligent Investors, LLC	13F	Company	— class O/S missing	11,000	$23,000	—	30 Jun 2015	13F
GOLDMAN SACHS GROUP INC	13F	Company	— class O/S missing	10,962	$22,000	—	30 Jun 2015	13F
GEODE CAPITAL MANAGEMENT, LLC	13F	Company	— class O/S missing	10,523	$21,000	—	30 Jun 2015	13F
LPL Financial LLC	13F	Company	— class O/S missing	10,199	$20,000	—	30 Jun 2015	13F
UBS Group AG	13F	Company	— mixed-class rows	3,803 mixed-class rows	$19,000	—	30 Jun 2015	13F
Tower Research Capital LLC (TRC)	13F	Company	— class O/S missing	700	$17,000	—	30 Jun 2015	13F
Crosspoint Capital Strategies, LLC	13F	Company	— class O/S missing	2,000	$4,000	—	30 Jun 2015	13F
MANUFACTURERS LIFE INSURANCE COMPANY, THE	13F	Company	— class O/S missing	1,681	$3,000	—	30 Jun 2015	13F
CITIGROUP INC	13F	Company	— class O/S missing	915	$2,000	—	30 Jun 2015	13F
CENTRAL TRUST Co	13F	Company	— class O/S missing	800	$2,000	—	30 Jun 2015	13F

Institutional Holders of WHEELER REAL ESTATE INVT TR - CV PFD SER B (WHLRP) as of Q3 2015

As of 30 Sep 2015, WHEELER REAL ESTATE INVT TR - CV PFD SER B (WHLRP) was held by 5 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 183,754 shares. The largest 5 holders included Hilton Capital Management, LLC, LADENBURG THALMANN FINANCIAL SERVICES INC, 683 Capital Management, LLC, UBS Group AG, and Tower Research Capital LLC (TRC). This page lists 5 institutional shareholders reporting positions in this security for the Q3 2015 filing period.

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

Compare Q3 2015 vs Q2 2015 Across Filers

Q2 2015 holders

Q3 2015 holders

Holder diff

-5

Investor	Q2 2015 Shares	Q3 2015 Shares	Share Diff	Share Chg %	Q2 2015 Value $	Q3 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.