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 Q1 2017?

10 institutional investors reported WHLRP - WHEELER REAL ESTATE INVT TR - CV PFD SER B for Q1 2017. Use the holders table for investor-level position and value details.

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

CUSIP: 963025309

Q1 2017 13F Holders as of 31 Mar 2017

Type / Class: Equity / CV PFD SER B
Total 13F shares: 754,424
Share change: +2,202
Total reported value: $18,150,000
Price per share: $23.93
Number of holders: 10
Value change: +$54,668
Number of buys: 5
Number of sells: 3

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.

Need full ownership history?
Open the full security ownership history page.

Next holder-history checks

These links keep the next click tied to holder verification, nearby quarters, or outside-13F ownership context.

Back to full security ownership history for the broader multi-quarter picture.
Latest 13F filings for newly reported positions across managers.
Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
SEC investors directory for manager drilldown.

Explore More Reporting Periods

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

Newer quarter: Q2 2017
Previous quarter: Q4 2016

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
Orinda Asset Management LLC	13F	Company	— mixed-class rows	3,688,870 mixed-class rows	$18,217,000	—	31 Dec 2016	13F
Forward Management, LLC	13F	Company	— mixed-class rows	1,144,000 mixed-class rows	$14,273,000	—	31 Dec 2016	13F
FMR LLC	13F	Company	19%	295,000	$6,930,000	—	31 Dec 2016	13F
EJF Capital LP	13F	Company	— class O/S missing	3,521,737	$5,987,000	—	31 Dec 2016	13F
NS Advisors, LLC	13F	Company	— class O/S missing	3,391,970	$5,766,000	—	31 Dec 2016	13F
VANGUARD GROUP INC	13F	Company	— class O/S missing	2,936,343	$4,992,000	—	31 Dec 2016	13F
ARDSLEY ADVISORY PARTNERS LP	13F	Company	— class O/S missing	2,882,500	$4,900,000	—	31 Dec 2016	13F
Crow Point Partners, LLC	13F	Company	13%	200,000	$4,700,000	—	31 Dec 2016	13F
Bulldog Investors, LLP	13F	Company	— class O/S missing	2,584,730	$4,394,000	—	31 Dec 2016	13F
Michael F. Price	13F	Individual	— class O/S missing	2,367,002	$4,024,000	—	31 Dec 2016	13F
Westchester Capital Management, LLC	13F	Company	— class O/S missing	878,625	$1,494,000	—	31 Dec 2016	13F
Stieven Capital Advisors, L.P.	13F	Company	3.5%	55,000	$1,293,000	—	31 Dec 2016	13F
WHITE PINE CAPITAL LLC	13F	Company	— class O/S missing	709,750	$1,207,000	—	31 Dec 2016	13F
Diligent Investors, LLC	13F	Company	— class O/S missing	50,875	$1,120,000	—	31 Dec 2016	13F
RMR Advisors LLC	13F	Company	2.7%	42,000	$987,000	—	31 Dec 2016	13F
MACQUARIE GROUP LTD	13F	Company	— class O/S missing	561,246	$954,000	—	31 Dec 2016	13F
David M. Knott	13F	Individual	1.9%	30,000	$705,000	—	31 Dec 2016	13F
LADENBURG THALMANN FINANCIAL SERVICES INC.	13F	Company	— mixed-class rows	36,245 mixed-class rows	$635,000	—	31 Dec 2016	13F
RENAISSANCE TECHNOLOGIES LLC	13F	Company	— class O/S missing	329,000	$559,000	—	31 Dec 2016	13F
Creative Planning	13F	Company	— class O/S missing	21,219	$470,000	—	31 Dec 2016	13F
State of New Jersey Common Pension Fund D	13F	Company	— class O/S missing	250,000	$425,000	—	31 Dec 2016	13F
KCM INVESTMENT ADVISORS LLC	13F	Company	1.1%	16,950	$398,000	—	31 Dec 2016	13F
Commonwealth Equity Services, Inc	13F	Company	— class O/S missing	17,420	$386,000	—	31 Dec 2016	13F
GOLDMAN SACHS GROUP INC	13F	Company	— class O/S missing	220,733	$375,000	—	31 Dec 2016	13F
Eidelman Virant Capital	13F	Company	— class O/S missing	182,175	$309,000	—	31 Dec 2016	13F
MILLENNIUM MANAGEMENT LLC	13F	Company	— class O/S missing	170,978	$291,000	—	31 Dec 2016	13F
DEUTSCHE BANK AG\	13F	Company	— class O/S missing	161,786	$275,000	—	31 Dec 2016	13F
BlackRock Fund Advisors	13F	Company	— class O/S missing	160,538	$273,000	—	31 Dec 2016	13F
GEODE CAPITAL MANAGEMENT, LLC	13F	Company	— class O/S missing	125,112	$212,000	—	31 Dec 2016	13F
Asset Management One Co., Ltd.	13F	Company	— class O/S missing	124,870	$208,000	—	31 Dec 2016	13F
683 Capital Management, LLC	13F	Company	— mixed-class rows	46,313 mixed-class rows	$106,000	—	31 Dec 2016	13F
Sumitomo Mitsui Trust Group, Inc.	13F	Company	— class O/S missing	59,242	$101,000	—	31 Dec 2016	13F
Wellington Shields Capital Management, LLC	13F	Company	— class O/S missing	57,120	$97,000	—	31 Dec 2016	13F
PARAMETRIC PORTFOLIO ASSOCIATES LLC	13F	Company	— class O/S missing	49,930	$85,000	—	31 Dec 2016	13F
NORTHERN TRUST CORP	13F	Company	— class O/S missing	42,358	$72,000	—	31 Dec 2016	13F
NOMURA ASSET MANAGEMENT CO LTD	13F	Company	— class O/S missing	40,100	$68,000	—	31 Dec 2016	13F
STATE STREET CORP	13F	Company	— class O/S missing	22,300	$38,000	—	31 Dec 2016	13F
FIRST TRUST ADVISORS LP	13F	Company	— class O/S missing	20,494	$35,000	—	31 Dec 2016	13F
THOMPSON DAVIS & CO., INC.	13F	Company	0.09%	1,500	$35,000	—	31 Dec 2016	13F
MORGAN STANLEY	13F	Company	— class O/S missing	17,587	$30,000	—	31 Dec 2016	13F
UBS Group AG	13F	Company	0.08%	1,224	$29,000	—	31 Dec 2016	13F
GUGGENHEIM CAPITAL LLC	13F	Company	— class O/S missing	15,631	$27,000	—	31 Dec 2016	13F
Cornerstone Financial Partners, LLC	13F	Company	— class O/S missing	12,091	$21,000	—	31 Dec 2016	13F
BlackRock Investment Management, LLC	13F	Company	— class O/S missing	11,841	$20,000	—	31 Dec 2016	13F
Raymond James Financial Services Advisors, Inc.	13F	Company	— class O/S missing	11,500	$20,000	—	31 Dec 2016	13F
CITADEL ADVISORS LLC	13F	Company	— class O/S missing	11,455	$19,000	—	31 Dec 2016	13F
Mitsubishi UFJ Asset Management Co., Ltd.	13F	Company	— class O/S missing	11,080	$19,000	—	31 Dec 2016	13F
Advisor Group, Inc.	13F	Company	— class O/S missing	750	$17,000	—	31 Dec 2016	13F
JPMORGAN CHASE & CO	13F	Company	— class O/S missing	7,200	$12,000	—	31 Dec 2016	13F
IFP Advisors, Inc	13F	Company	— class O/S missing	500	$11,000	—	31 Dec 2016	13F

Institutional Holders of WHEELER REAL ESTATE INVT TR - CV PFD SER B (WHLRP) as of Q1 2017

As of 31 Mar 2017, 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 754,424 shares. The largest 10 holders included Forward Management, LLC, Orinda Asset Management LLC, Diligent Investors, LLC, LADENBURG THALMANN FINANCIAL SERVICES INC., Creative Planning, Commonwealth Equity Services, Inc, Advisor Group, Inc., IFP Advisors, Inc, UBS Group AG, and Tower Research Capital LLC (TRC). This page lists 10 institutional shareholders reporting positions in this security for the Q1 2017 filing period.

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

Compare Q1 2017 vs Q4 2016 Across Filers

Q4 2016 holders

Q1 2017 holders

Holder diff

Investor	Q4 2016 Shares	Q1 2017 Shares	Share Diff	Share Chg %	Q4 2016 Value $	Q1 2017 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.