Q2 2018 13F Holders as of 30 Jun 2018
-
Type / Class
-
Equity / CV PFD SER B
-
Total 13F shares
-
775,970
-
Share change
-
-110,201
-
Total reported value
-
$12,417,000
-
Price per share
-
$16.07
-
Number of holders
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10
-
Value change
-
-$1,601,760
-
Number of buys
-
2
-
Number of sells
-
6
Institutional Holders of WHEELER REAL ESTATE INVT TR - CV PFD SER B (WHLRP) as of Q2 2018
As of 30 Jun 2018 WHEELER REAL ESTATE INVT TR - CV PFD SER B (WHLRP) had 10 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 775,970 shares of stock of the company.
Largest 10 holders included Forward Management, LLC, Orinda Asset Management LLC, LDR Capital Management LLC, COMMONWEALTH EQUITY SERVICES, LLC, LADENBURG THALMANN FINANCIAL SERVICES INC., Creative Planning, Diligent Investors, LLC, MORGAN STANLEY, Advisor Group, Inc., and CITIGROUP INC.
This table shows 10 institutional shareholders of the security as of 30 Jun 2018.
| 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.