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 Q3 2019?

17 institutional investors reported WHLRP - WHEELER REAL ESTATE INVT TR - CV PFD SER B for Q3 2019. Use the holders table for investor-level position and value details.

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

CUSIP: 963025309

Q3 2019 13F Holders as of 30 Sep 2019

Type / Class: Equity / CV PFD SER B
Total 13F shares: 803,417
Share change: +25,041
Total reported value: $9,528,000
Price per share: $11.88
Number of holders: 17
Value change: +$296,029
Number of buys: 6
Number of sells: 4

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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SEC investors directory for manager drilldown.

Explore More Reporting Periods

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

Newer quarter: Q4 2019
Previous quarter: Q2 2019

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
Steamboat Capital Partners, LLC	13F	Company	— mixed-class rows	1,137,099 mixed-class rows	$16,518,000	—	30 Jun 2019	13F
FMR LLC	13F	Company	47%	741,248	$10,968,000	—	30 Jun 2019	13F
MORGAN STANLEY	13F	Company	11%	167,115	$2,550,000	—	30 Jun 2019	13F
Crow Point Partners, LLC	13F	Company	9.5%	150,000	$2,250,000	—	30 Jun 2019	13F
Stilwell Value LLC	13F	Company	— mixed-class rows	932,066 mixed-class rows	$1,978,000	—	30 Jun 2019	13F
PA Capital LLC	13F	Company	— mixed-class rows	84,589 mixed-class rows	$1,192,000	—	30 Jun 2019	13F
KENNEDY CAPITAL MANAGEMENT LLC	13F	Company	— mixed-class rows	81,478 mixed-class rows	$1,177,000	—	30 Jun 2019	13F
BOOTHBAY FUND MANAGEMENT, LLC	13F	Company	— mixed-class rows	76,536 mixed-class rows	$1,120,000	—	30 Jun 2019	13F
RMR Advisors LLC	13F	Company	4.5%	71,354	$1,106,000	—	30 Jun 2019	13F
BARD ASSOCIATES INC	13F	Company	3.8%	60,295	$906,000	—	30 Jun 2019	13F
Eidelman Virant Capital	13F	Company	— class O/S missing	497,187	$691,000	—	30 Jun 2019	13F
VANGUARD GROUP INC	13F	Company	— class O/S missing	293,364	$407,000	—	30 Jun 2019	13F
LADENBURG THALMANN FINANCIAL SERVICES INC.	13F	Company	— mixed-class rows	32,956 mixed-class rows	$402,000	—	30 Jun 2019	13F
Golden State Wealth Management, LLC	13F	Company	— class O/S missing	28,699	$398,000	—	30 Jun 2019	13F
COMMONWEALTH EQUITY SERVICES, LLC	13F	Company	— class O/S missing	27,175	$377,000	—	30 Jun 2019	13F
Boston Partners	13F	Company	— class O/S missing	217,337	$302,000	—	30 Jun 2019	13F
Snow Park Capital Partners, LP	13F	Company	1.3%	20,000	$301,000	—	30 Jun 2019	13F
Creative Planning	13F	Company	— class O/S missing	18,700	$260,000	—	30 Jun 2019	13F
David M. Knott	13F	Individual	0.91%	14,309	$215,000	—	30 Jun 2019	13F
SUSQUEHANNA INTERNATIONAL GROUP, LLP	13F	Company	0.85%	13,509	$203,000	—	30 Jun 2019	13F
UBS Group AG	13F	Company	— mixed-class rows	119,225 mixed-class rows	$199,000	—	30 Jun 2019	13F
WOLVERINE ASSET MANAGEMENT LLC	13F	Company	— mixed-class rows	17,234 mixed-class rows	$199,000	—	30 Jun 2019	13F
Diligent Investors, LLC	13F	Company	— class O/S missing	10,093	$140,000	—	30 Jun 2019	13F
GEODE CAPITAL MANAGEMENT, LLC	13F	Company	— class O/S missing	56,779	$78,000	—	30 Jun 2019	13F
BlackRock Finance, Inc.	13F	Company	— class O/S missing	54,570	$76,000	—	30 Jun 2019	13F
NORTHERN TRUST CORP	13F	Company	— class O/S missing	15,803	$22,000	—	30 Jun 2019	13F
Lowe Wealth Advisors, LLC	13F	Company	— class O/S missing	1,600	$22,000	—	30 Jun 2019	13F
Advisor Group, Inc.	13F	Company	— class O/S missing	1,340	$19,000	—	30 Jun 2019	13F
DIMENSIONAL FUND ADVISORS LP	13F	Company	— class O/S missing	11,939	$17,000	—	30 Jun 2019	13F
CITADEL ADVISORS LLC	13F	Company	— class O/S missing	11,591	$16,000	—	30 Jun 2019	13F
CITIGROUP INC	13F	Company	— class O/S missing	350	$5,000	—	30 Jun 2019	13F
WELLS FARGO & COMPANY/MN	13F	Company	— class O/S missing	1,563	$2,000	—	30 Jun 2019	13F
AMUNDI ASSET MANAGEMENT US, INC.	13F	Company	— class O/S missing	1,241	$2,000	—	30 Jun 2019	13F
ENTERPRISE FINANCIAL SERVICES CORP	13F	Company	— class O/S missing	200	$2,000	—	30 Jun 2019	13F
NISA INVESTMENT ADVISORS, LLC	13F	Company	— class O/S missing	798	$1,000	—	30 Jun 2019	13F
BANK OF AMERICA CORP /DE/	13F	Company	— class O/S missing	743	$1,000	—	30 Jun 2019	13F

Institutional Holders of WHEELER REAL ESTATE INVT TR - CV PFD SER B (WHLRP) as of Q3 2019

As of 30 Sep 2019, WHEELER REAL ESTATE INVT TR - CV PFD SER B (WHLRP) was held by 17 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 803,417 shares. The largest 10 holders included Steamboat Capital Partners, LLC, Private Advisors, LLC, BOOTHBAY FUND MANAGEMENT, LLC, KENNEDY CAPITAL MANAGEMENT, INC., LADENBURG THALMANN FINANCIAL SERVICES INC., COMMONWEALTH EQUITY SERVICES, LLC, HIGHLAND CAPITAL MANAGEMENT FUND ADVISORS, L.P., WOLVERINE ASSET MANAGEMENT LLC, Creative Planning, and WELLS FARGO & COMPANY/MN. This page lists 17 institutional shareholders reporting positions in this security for the Q3 2019 filing period.

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

Compare Q3 2019 vs Q2 2019 Across Filers

Q2 2019 holders

Q3 2019 holders

Holder diff

Investor	Q2 2019 Shares	Q3 2019 Shares	Share Diff	Share Chg %	Q2 2019 Value $	Q3 2019 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.