Q3 2016 13F Holders as of 30 Sep 2016
-
Type / Class
-
Equity / CV PFD SER B
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Number of holders
-
9
-
Total 13F shares, excl. options
-
760,092
-
Shares change
-
+645,907
-
Total reported value, excl. options
-
$16,341,000
-
Value change
-
+$14,892,560
-
Number of buys
-
7
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Number of sells
-
-3
-
Price
-
$21.57
Significant Holders of WHEELER REAL ESTATE INVT TR - CV PFD SER B (WHLRP) as of Q3 2016
12 filings reported holding WHLRP - WHEELER REAL ESTATE INVT TR - CV PFD SER B as of Q3 2016.
WHEELER REAL ESTATE INVT TR - CV PFD SER B (WHLRP) has 9 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 760,092 shares
.
Largest 10 shareholders include Forward Management, LLC (390,000 shares), Orinda Asset Management LLC (242,100 shares), Diligent Investors, LLC (50,035 shares), LADENBURG THALMANN FINANCIAL SERVICES INC (27,720 shares), Creative Planning (21,219 shares), Commonwealth Equity Services, Inc (17,375 shares), 683 Capital Management, LLC (10,914 shares), IFP Advisors, Inc (500 shares), Tower Research Capital LLC (TRC) (229 shares), and Yorktown Management & Research Co Inc (0 shares).
This table shows the top 9 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* 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.