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

CUSIP: 963025309

Q4 2019 13F Holders as of 31 Dec 2019

Security type / class
Equity / CV PFD SER B
Total 13F shares
901,222
Total 13F value
$9,894,000
Share change
+97,805
SEC-reported price per share
$10.99
Number of holders
15
Value change
+$1,043,981
Number of buys
5
Number of sells
7

Security key

963025309

Report period

Q4 2019

Institutions

15

Top holders

10

WHLRP full security history Ownership snapshot Full 13F holder table Newer quarter: Q1 2020 Previous quarter: Q3 2019 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
Steamboat Capital Partner...
Comparable rows
6/15
Latest evidence
30 Sep 2019
13F Lead comparable stake: 47% 9 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 47%.

6 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 47%
MORGAN STANLEY 11%
Crow Point Partners, LLC 9.5%
RMR Advisors LLC 4.5%
BARD ASSOCIATES INC 3.7%

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
47%
$10,526,000
741,248 shares
 — 30 Sep 2019
MORGAN STANLEY
13F
Company
13F
11%
$2,271,000
167,315 shares
 — 30 Sep 2019
Crow Point Partners, LLC
13F
Company
13F
9.5%
$2,025,000
150,000 shares
 — 30 Sep 2019
RMR Advisors LLC
13F
Company
13F
4.5%
$1,011,000
71,354 shares
 — 30 Sep 2019
BARD ASSOCIATES INC
13F
Company
13F
3.7%
$832,000
58,695 shares
 — 30 Sep 2019
David M. Knott
13F
Individual
13F
0.91%
$203,000
14,309 shares
 — 30 Sep 2019
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 Q4 2019

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

Institutions
15
Shares
901,222
Rows available
15
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 Q4 2019 vs Q3 2019 Across Filers

Q3 2019 holders
17
Q4 2019 holders
15
Holder diff
-2
Investor Q3 2019 Shares Q4 2019 Shares Share Diff Share Chg % Q3 2019 value Q4 2019 value Value change Value Chg %

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

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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