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 2017?

10 institutional investors reported WHLRP - WHEELER REAL ESTATE INVT TR - CV PFD SER B for Q2 2017. Use the holders table for investor-level position and value details.

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

CUSIP: 963025309

Q2 2017 13F Holders as of 30 Jun 2017

Type / Class: Equity / CV PFD SER B
Total 13F shares: 762,207
Share change: +7,783
Total reported value: $17,072,000
Price per share: $22.44
Number of holders: 10
Value change: +$174,865
Number of buys: 3
Number of sells: 2

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.

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Newer quarter: Q3 2017
Previous quarter: Q1 2017

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	3,672,634 mixed-class rows	$19,581,000	—	31 Mar 2017	13F
Forward Management, LLC	13F	Company	— mixed-class rows	590,000 mixed-class rows	$14,601,000	—	31 Mar 2017	13F
FMR LLC	13F	Company	19%	295,000	$7,673,000	—	31 Mar 2017	13F
VANGUARD GROUP INC	13F	Company	— class O/S missing	4,324,217	$7,481,000	—	31 Mar 2017	13F
Crow Point Partners, LLC	13F	Company	13%	200,000	$5,180,000	—	31 Mar 2017	13F
ARDSLEY ADVISORY PARTNERS LP	13F	Company	— class O/S missing	1,975,000	$3,417,000	—	31 Mar 2017	13F
RENAISSANCE TECHNOLOGIES LLC	13F	Company	— class O/S missing	1,557,925	$2,695,000	—	31 Mar 2017	13F
Boston Partners	13F	Company	— class O/S missing	1,359,975	$2,353,000	—	31 Mar 2017	13F
WHITE PINE CAPITAL LLC	13F	Company	— class O/S missing	825,250	$1,428,000	—	31 Mar 2017	13F
Diligent Investors, LLC	13F	Company	— class O/S missing	49,675	$1,192,000	—	31 Mar 2017	13F
RMR Advisors LLC	13F	Company	2.7%	42,000	$1,092,000	—	31 Mar 2017	13F
Westchester Capital Management, LLC	13F	Company	— class O/S missing	577,823	$1,000,000	—	31 Mar 2017	13F
LADENBURG THALMANN FINANCIAL SERVICES INC.	13F	Company	— mixed-class rows	57,680 mixed-class rows	$950,000	—	31 Mar 2017	13F
Perella Weinberg Partners Capital Management LP	13F	Company	— class O/S missing	540,725	$935,000	—	31 Mar 2017	13F
FULLER & THALER ASSET MANAGEMENT, INC.	13F	Company	— class O/S missing	536,200	$928,000	—	31 Mar 2017	13F
David M. Knott	13F	Individual	1.9%	30,000	$780,000	—	31 Mar 2017	13F
DEUTSCHE BANK AG\	13F	Company	— class O/S missing	392,745	$679,000	—	31 Mar 2017	13F
State of New Jersey Common Pension Fund D	13F	Company	— class O/S missing	345,000	$597,000	—	31 Mar 2017	13F
Creative Planning	13F	Company	— class O/S missing	21,619	$516,000	—	31 Mar 2017	13F
EJF Capital LP	13F	Company	— class O/S missing	275,000	$476,000	—	31 Mar 2017	13F
Commonwealth Equity Services, Inc	13F	Company	— class O/S missing	19,400	$463,000	—	31 Mar 2017	13F
KCM INVESTMENT ADVISORS LLC	13F	Company	1%	15,772	$410,000	—	31 Mar 2017	13F
BlackRock Finance, Inc.	13F	Company	— class O/S missing	176,584	$305,000	—	31 Mar 2017	13F
GEODE CAPITAL MANAGEMENT, LLC	13F	Company	— class O/S missing	159,220	$275,000	—	31 Mar 2017	13F
NORTHERN TRUST CORP	13F	Company	— class O/S missing	156,668	$271,000	—	31 Mar 2017	13F
JPMORGAN CHASE & CO	13F	Company	— class O/S missing	144,764	$250,000	—	31 Mar 2017	13F
Asset Management One Co., Ltd.	13F	Company	— class O/S missing	136,250	$235,000	—	31 Mar 2017	13F
GOLDMAN SACHS GROUP INC	13F	Company	— class O/S missing	88,522	$153,000	—	31 Mar 2017	13F
ROYCE & ASSOCIATES LP	13F	Company	— class O/S missing	67,500	$117,000	—	31 Mar 2017	13F
Hillsdale Investment Management Inc.	13F	Company	— class O/S missing	65,483	$113,000	—	31 Mar 2017	13F
Wellington Shields Capital Management, LLC	13F	Company	— class O/S missing	57,120	$99,000	—	31 Mar 2017	13F
PARAMETRIC PORTFOLIO ASSOCIATES LLC	13F	Company	— class O/S missing	43,760	$76,000	—	31 Mar 2017	13F
UBS Group AG	13F	Company	— mixed-class rows	11,144 mixed-class rows	$70,000	—	31 Mar 2017	13F
Bank of New York Mellon Corp	13F	Company	— class O/S missing	39,776	$69,000	—	31 Mar 2017	13F
STATE STREET CORP	13F	Company	— class O/S missing	32,300	$56,000	—	31 Mar 2017	13F
Bulldog Investors, LLP	13F	Company	— class O/S missing	20,069	$35,000	—	31 Mar 2017	13F
FIRST TRUST ADVISORS LP	13F	Company	— class O/S missing	19,589	$34,000	—	31 Mar 2017	13F
GUGGENHEIM CAPITAL LLC	13F	Company	— class O/S missing	15,725	$27,000	—	31 Mar 2017	13F
PANAGORA ASSET MANAGEMENT INC	13F	Company	— class O/S missing	12,808	$22,000	—	31 Mar 2017	13F
Mitsubishi UFJ Asset Management Co., Ltd.	13F	Company	— class O/S missing	11,080	$19,000	—	31 Mar 2017	13F
Advisor Group, Inc.	13F	Company	— class O/S missing	750	$18,000	—	31 Mar 2017	13F
IFP Advisors, Inc	13F	Company	— class O/S missing	500	$12,000	—	31 Mar 2017	13F
ROYAL BANK OF CANADA	13F	Company	— class O/S missing	6,000	$10,000	—	31 Mar 2017	13F
METROPOLITAN LIFE INSURANCE CO/NY	13F	Company	— class O/S missing	3,690	$6,000	—	31 Mar 2017	13F
Acrospire Investment Management LLC	13F	Company	— class O/S missing	1,798	$3,000	—	31 Mar 2017	13F
Tower Research Capital LLC (TRC)	13F	Company	— class O/S missing	100	$2,000	—	31 Mar 2017	13F
WELLS FARGO & COMPANY/MN	13F	Company	— class O/S missing	468	$1,000	—	31 Mar 2017	13F

Institutional Holders of WHEELER REAL ESTATE INVT TR - CV PFD SER B (WHLRP) as of Q2 2017

As of 30 Jun 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 762,207 shares. The largest 10 holders included Forward Management, LLC, Orinda Asset Management LLC, Diligent Investors, LLC, Commonwealth Equity Services, Inc, LADENBURG THALMANN FINANCIAL SERVICES INC., Creative Planning, Advisor Group, Inc., UBS Group AG, IFP Advisors, Inc, and Tower Research Capital LLC (TRC). This page lists 10 institutional shareholders reporting positions in this security for the Q2 2017 filing period.

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

Compare Q2 2017 vs Q1 2017 Across Filers

Q1 2017 holders

Q2 2017 holders

Holder diff

Investor	Q1 2017 Shares	Q2 2017 Shares	Share Diff	Share Chg %	Q1 2017 Value $	Q2 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.