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 2018?

12 institutional investors reported WHLRP - WHEELER REAL ESTATE INVT TR - CV PFD SER B for Q1 2018. Use the holders table for investor-level position and value details.

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

CUSIP: 963025309

Q1 2018 13F Holders as of 31 Mar 2018

Type / Class: Equity / CV PFD SER B
Total 13F shares: 886,171
Share change: -50,119
Total reported value: $12,663,000
Price per share: $14.23
Number of holders: 12
Value change: -$726,522
Number of buys: 5
Number of sells: 6

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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Explore More Reporting Periods

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

Newer quarter: Q2 2018
Previous quarter: Q4 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	730,957 mixed-class rows	$13,216,000	—	31 Dec 2017	13F
Forward Management, LLC	13F	Company	— mixed-class rows	590,000 mixed-class rows	$12,366,000	—	31 Dec 2017	13F
LDR Capital Management LLC	13F	Company	— mixed-class rows	744,614 mixed-class rows	$10,518,000	—	31 Dec 2017	13F
Stilwell Value LLC	13F	Company	— class O/S missing	849,983	$8,483,000	—	31 Dec 2017	13F
FMR LLC	13F	Company	19%	295,000	$5,959,000	—	31 Dec 2017	13F
RESOURCE AMERICA, INC.	13F	Company	17%	264,019	$5,306,782	—	31 Dec 2017	13F
VANGUARD GROUP INC	13F	Company	— class O/S missing	376,400	$3,756,000	—	31 Dec 2017	13F
Crow Point Partners, LLC	13F	Company	9.5%	150,000	$3,138,000	—	31 Dec 2017	13F
Boston Partners	13F	Company	— class O/S missing	307,631	$3,070,000	—	31 Dec 2017	13F
Snow Park Capital Partners, LP	13F	Company	— mixed-class rows	119,990 mixed-class rows	$1,989,000	—	31 Dec 2017	13F
WOLVERINE ASSET MANAGEMENT LLC	13F	Company	5.6%	88,271	$1,774,000	—	31 Dec 2017	13F
WHITE PINE CAPITAL LLC	13F	Company	— class O/S missing	156,867	$1,566,000	—	31 Dec 2017	13F
RMR Advisors LLC	13F	Company	3.9%	61,354	$1,233,000	—	31 Dec 2017	13F
FULLER & THALER ASSET MANAGEMENT, INC.	13F	Company	— class O/S missing	85,610	$854,000	—	31 Dec 2017	13F
BlackRock Finance, Inc.	13F	Company	— class O/S missing	71,711	$717,000	—	31 Dec 2017	13F
LADENBURG THALMANN FINANCIAL SERVICES INC.	13F	Company	— mixed-class rows	33,851 mixed-class rows	$710,000	—	31 Dec 2017	13F
COMMONWEALTH EQUITY SERVICES, LLC	13F	Company	— class O/S missing	29,675	$650,000	—	31 Dec 2017	13F
David M. Knott	13F	Individual	1.9%	30,000	$603,000	—	31 Dec 2017	13F
OppenheimerFunds, Inc.	13F	Company	— class O/S missing	60,229	$601,000	—	31 Dec 2017	13F
EJF Capital LP	13F	Company	— class O/S missing	60,000	$599,000	—	31 Dec 2017	13F
BRIDGEWAY CAPITAL MANAGEMENT, LLC	13F	Company	— class O/S missing	57,900	$578,000	—	31 Dec 2017	13F
Independent Advisor Alliance	13F	Company	— class O/S missing	29,100	$546,000	—	31 Dec 2017	13F
Creative Planning	13F	Company	— class O/S missing	21,619	$473,000	—	31 Dec 2017	13F
GEODE CAPITAL MANAGEMENT, LLC	13F	Company	— class O/S missing	44,936	$448,000	—	31 Dec 2017	13F
DIMENSIONAL FUND ADVISORS LP	13F	Company	— class O/S missing	37,789	$377,000	—	31 Dec 2017	13F
MENTA CAPITAL LLC	13F	Company	— class O/S missing	27,351	$273,000	—	31 Dec 2017	13F
Diligent Investors, LLC	13F	Company	— class O/S missing	11,343	$248,000	—	31 Dec 2017	13F
Kovack Advisors, Inc.	13F	Company	— class O/S missing	24,474	$244,000	—	31 Dec 2017	13F
Bank of New York Mellon Corp	13F	Company	— class O/S missing	22,025	$220,000	—	31 Dec 2017	13F
Asset Management One Co., Ltd.	13F	Company	— class O/S missing	17,030	$172,000	—	31 Dec 2017	13F
MORGAN STANLEY	13F	Company	— mixed-class rows	9,871 mixed-class rows	$159,000	—	31 Dec 2017	13F
NORTHERN TRUST CORP	13F	Company	— class O/S missing	15,803	$158,000	—	31 Dec 2017	13F
RENAISSANCE TECHNOLOGIES LLC	13F	Company	— class O/S missing	14,500	$145,000	—	31 Dec 2017	13F
LPL Financial LLC	13F	Company	— class O/S missing	10,300	$103,000	—	31 Dec 2017	13F
WELLS FARGO & COMPANY/MN	13F	Company	— class O/S missing	8,071	$81,000	—	31 Dec 2017	13F
Ledyard National Bank	13F	Company	— class O/S missing	4,059	$41,000	—	31 Dec 2017	13F
UBS Group AG	13F	Company	— mixed-class rows	2,555 mixed-class rows	$37,000	—	31 Dec 2017	13F
SCHRODER INVESTMENT MANAGEMENT GROUP	13F	Company	— class O/S missing	3,020	$30,000	—	31 Dec 2017	13F
Advisor Group, Inc.	13F	Company	— class O/S missing	1,340	$29,000	—	31 Dec 2017	13F
Mitsubishi UFJ Asset Management Co., Ltd.	13F	Company	— class O/S missing	1,384	$12,000	—	31 Dec 2017	13F
IHT Wealth Management, LLC	13F	Company	— class O/S missing	1,000	$8,000	—	31 Dec 2017	13F
Front Row Advisors LLC	13F	Company	— class O/S missing	812	$8,000	—	31 Dec 2017	13F
ROYAL BANK OF CANADA	13F	Company	— class O/S missing	750	$7,000	—	31 Dec 2017	13F
Tower Research Capital LLC (TRC)	13F	Company	— class O/S missing	531	$5,000	—	31 Dec 2017	13F
METROPOLITAN LIFE INSURANCE CO/NY	13F	Company	— class O/S missing	467	$5,000	—	31 Dec 2017	13F
AMUNDI ASSET MANAGEMENT US, INC.	13F	Company	— class O/S missing	400	$4,000	—	31 Dec 2017	13F
Daiwa Securities Group Inc.	13F	Company	— class O/S missing	312	$3,000	—	31 Dec 2017	13F
MANUFACTURERS LIFE INSURANCE COMPANY, THE	13F	Company	— class O/S missing	100	$1,000	—	31 Dec 2017	13F

Institutional Holders of WHEELER REAL ESTATE INVT TR - CV PFD SER B (WHLRP) as of Q1 2018

As of 31 Mar 2018, WHEELER REAL ESTATE INVT TR - CV PFD SER B (WHLRP) was held by 12 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 886,171 shares. The largest 10 holders included Forward Management, LLC, Orinda Asset Management LLC, LDR Capital Management LLC, Independent Advisor Alliance, Snow Park Capital Partners, LP, COMMONWEALTH EQUITY SERVICES, LLC, LADENBURG THALMANN FINANCIAL SERVICES INC., Creative Planning, Diligent Investors, LLC, and UBS Group AG. This page lists 12 institutional shareholders reporting positions in this security for the Q1 2018 filing period.

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

Compare Q1 2018 vs Q4 2017 Across Filers

Q4 2017 holders

Q1 2018 holders

Holder diff

Investor	Q4 2017 Shares	Q1 2018 Shares	Share Diff	Share Chg %	Q4 2017 Value $	Q1 2018 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.