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

CUSIP: 963025309

Q3 2017 13F Holders as of 30 Sep 2017

Security type / class
Equity / CV PFD SER B
Total 13F shares
753,989
Total 13F value
$16,738,000
Share change
-8,218
SEC-reported price per share
$22.20
Number of holders
8
Value change
-$181,934
Number of buys
1
Number of sells
5

Security key

963025309

Report period

Q3 2017

Institutions

8

Top holders

8

WHLRP full security history Ownership snapshot Full 13F holder table Newer quarter: Q4 2017 Previous quarter: Q2 2017 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

Ownership snapshot

Top reported holders 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. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
FMR LLC
Disclosed value leader
Orinda Asset Management LLC
Comparable rows
7/15
Latest evidence
30 Jun 2017
13F Lead comparable stake: 19% 8 rows are not safely comparable across share classes. Showing 1-6 of 15 holder rows.

Quick read

FMR LLC leads the comparable SEC ownership view at 19%.

7 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens FMR LLC's linked filing trail.
Comparable ownership Top 5
FMR LLC 19%
Crow Point Partners, LLC 13%
RMR Advisors LLC 2.7%
David M. Knott 1.9%
KCM INVESTMENT ADVISORS LLC 1%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
FMR LLC
13F
Company
13F
19%
$6,726,000
295,000 shares
 — 30 Jun 2017
Crow Point Partners, LLC
13F
Company
13F
13%
$4,638,000
200,000 shares
 — 30 Jun 2017
RMR Advisors LLC
13F
Company
13F
2.7%
$968,000
42,000 shares
 — 30 Jun 2017
David M. Knott
13F
Individual
13F
1.9%
$692,000
30,000 shares
 — 30 Jun 2017
KCM INVESTMENT ADVISORS LLC
13F
Company
13F
1%
$370,000
16,064 shares
 — 30 Jun 2017
GOLDMAN SACHS GROUP INC
13F
Company
13F
0.56%
$203,000
8,800 shares
 — 30 Jun 2017
How to read this table

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.

13F holder rows

Institutional holders as of Q3 2017

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
8
Shares
753,989
Rows available
8
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q3 2017 vs Q2 2017 Across Filers

Q2 2017 holders
10
Q3 2017 holders
8
Holder diff
-2
Investor Q2 2017 Shares Q3 2017 Shares Share Diff Share Chg % Q2 2017 value Q3 2017 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .