Q3 2018 13F Holders as of 30 Sep 2018
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Type / Class
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Equity / CV PFD SER B
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Number of holders
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16
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Total 13F shares, excl. options
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758,736
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Shares change
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-17,534
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Total reported value, excl. options
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$14,108,000
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Value change
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-$326,650
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Number of buys
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8
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Number of sells
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1
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Price
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$18.65
Institutional Holders of WHEELER REAL ESTATE INVT TR - CV PFD SER B (WHLRP) as of Q3 2018
As of 30 Sep 2018 WHEELER REAL ESTATE INVT TR - CV PFD SER B (WHLRP) had 16 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 758,736 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, WELLS FARGO & COMPANY/MN, MORGAN STANLEY, and UBS Group AG.
This table shows 16 institutional shareholders of the security as of 30 Sep 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.