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 2015?

6 institutional investors reported WHLRP - WHEELER REAL ESTATE INVT TR - CV PFD SER B for Q4 2015. Use the holders table for investor-level position and value details.

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

CUSIP: 963025309

Q4 2015 13F Holders as of 31 Dec 2015

Type / Class: Equity / CV PFD SER B
Total 13F shares: 165,152
Share change: -18,602
Total reported value: $3,723,000
Price per share: $22.53
Number of holders: 6
Value change: -$418,548
Number of buys: 3
Number of sells: 3

Security key

963025309

Report period

Q4 2015

Institutions

Top holders

WHLRP full security history Newer quarter: Q1 2016 Previous quarter: Q3 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: Q1 2016 Previous quarter: Q3 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 first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings 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	$9,500,000	—	30 Sep 2015	13F
Bulldog Investors, LLP	13F	Company	— class O/S missing	4,298,173	$8,167,000	—	30 Sep 2015	13F
EJF Capital LP	13F	Company	— class O/S missing	3,455,000	$6,564,000	—	30 Sep 2015	13F
Michael F. Price	13F	Individual	— class O/S missing	2,687,500	$5,106,000	—	30 Sep 2015	13F
NS Advisors, LLC	13F	Company	— class O/S missing	2,352,557	$4,470,000	—	30 Sep 2015	13F
ARDSLEY ADVISORY PARTNERS LP	13F	Company	— class O/S missing	2,000,000	$3,800,000	—	30 Sep 2015	13F
BHR Capital LLC	13F	Company	— class O/S missing	2,000,000	$3,800,000	—	30 Sep 2015	13F
Orinda Asset Management LLC	13F	Company	— class O/S missing	1,397,394	$2,655,000	—	30 Sep 2015	13F
683 Capital Management, LLC	13F	Company	— mixed-class rows	724,736 mixed-class rows	$1,897,000	—	30 Sep 2015	13F
Verition Fund Management LLC	13F	Company	— class O/S missing	924,600	$1,757,000	—	30 Sep 2015	13F
VANGUARD GROUP INC	13F	Company	— class O/S missing	900,473	$1,711,000	—	30 Sep 2015	13F
Westchester Capital Management, LLC	13F	Company	— class O/S missing	888,250	$1,688,000	—	30 Sep 2015	13F
Forward Management, LLC	13F	Company	— class O/S missing	583,917	$1,110,000	—	30 Sep 2015	13F
MACQUARIE GROUP LTD	13F	Company	— class O/S missing	524,539	$997,000	—	30 Sep 2015	13F
Diligent Investors, LLC	13F	Company	— class O/S missing	381,819	$752,000	—	30 Sep 2015	13F
LADENBURG THALMANN FINANCIAL SERVICES INC.	13F	Company	— mixed-class rows	52,700 mixed-class rows	$680,000	—	30 Sep 2015	13F
Eidelman Virant Capital	13F	Company	— class O/S missing	137,500	$261,000	—	30 Sep 2015	13F
UBS Group AG	13F	Company	— mixed-class rows	10,315 mixed-class rows	$201,000	—	30 Sep 2015	13F
AMUNDI ASSET MANAGEMENT US, INC.	13F	Company	— class O/S missing	83,950	$160,000	—	30 Sep 2015	13F
State of New Jersey Common Pension Fund D	13F	Company	— class O/S missing	65,000	$124,000	—	30 Sep 2015	13F
Wellington Shields Capital Management, LLC	13F	Company	— class O/S missing	57,120	$109,000	—	30 Sep 2015	13F
THOMPSON DAVIS & CO., INC.	13F	Company	— class O/S missing	50,000	$95,000	—	30 Sep 2015	13F
Yorktown Management & Research Co Inc	13F	Company	— class O/S missing	50,000	$95,000	—	30 Sep 2015	13F
MORGAN STANLEY	13F	Company	— class O/S missing	41,415	$79,000	—	30 Sep 2015	13F
GEODE CAPITAL MANAGEMENT, LLC	13F	Company	— class O/S missing	16,812	$31,000	—	30 Sep 2015	13F
GOLDMAN SACHS GROUP INC	13F	Company	— class O/S missing	10,964	$21,000	—	30 Sep 2015	13F
LPL Financial LLC	13F	Company	— class O/S missing	10,476	$20,000	—	30 Sep 2015	13F
Tower Research Capital LLC (TRC)	13F	Company	— mixed-class rows	7,638 mixed-class rows	$19,000	—	30 Sep 2015	13F
BANK OF AMERICA CORP /DE/	13F	Company	— class O/S missing	2,190	$4,000	—	30 Sep 2015	13F
MANUFACTURERS LIFE INSURANCE COMPANY, THE	13F	Company	— class O/S missing	1,681	$3,000	—	30 Sep 2015	13F
CENTRAL TRUST Co	13F	Company	— class O/S missing	800	$2,000	—	30 Sep 2015	13F

Institutional Holders of WHEELER REAL ESTATE INVT TR - CV PFD SER B (WHLRP) as of Q4 2015

As of 31 Dec 2015, 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 165,152 shares. The largest 6 holders included Hilton Capital Management, LLC, LADENBURG THALMANN FINANCIAL SERVICES INC, 683 Capital Management, LLC, MORGAN STANLEY, UBS Group AG, and Tower Research Capital LLC (TRC). This page lists 6 institutional shareholders reporting positions in this security for the Q4 2015 filing period.

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

Compare Q4 2015 vs Q3 2015 Across Filers

Q3 2015 holders

Q4 2015 holders

Holder diff

Investor	Q3 2015 Shares	Q4 2015 Shares	Share Diff	Share Chg %	Q3 2015 Value $	Q4 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.