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 Q4 2019?

15 institutional investors reported WHLRP - WHEELER REAL ESTATE INVT TR - CV PFD SER B for Q4 2019. Use the holders table for investor-level position and value details.

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

CUSIP: 963025309

Q4 2019 13F Holders as of 31 Dec 2019

Type / Class: Equity / CV PFD SER B
Total 13F shares: 901,222
Share change: +97,805
Total reported value: $9,894,000
Price per share: $10.99
Number of holders: 15
Value change: +$1,043,981
Number of buys: 5
Number of sells: 7

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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Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
SEC investors directory for manager drilldown.

Explore More Reporting Periods

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

Newer quarter: Q1 2020
Previous quarter: Q3 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	1,174,588 mixed-class rows	$15,420,000	—	30 Sep 2019	13F
FMR LLC	13F	Company	47%	741,248	$10,526,000	—	30 Sep 2019	13F
MORGAN STANLEY	13F	Company	11%	167,315	$2,271,000	—	30 Sep 2019	13F
Stilwell Value LLC	13F	Company	— mixed-class rows	932,066 mixed-class rows	$2,076,000	—	30 Sep 2019	13F
Crow Point Partners, LLC	13F	Company	9.5%	150,000	$2,025,000	—	30 Sep 2019	13F
PA Capital LLC	13F	Company	— mixed-class rows	86,402 mixed-class rows	$1,136,000	—	30 Sep 2019	13F
KENNEDY CAPITAL MANAGEMENT LLC	13F	Company	— mixed-class rows	81,478 mixed-class rows	$1,084,000	—	30 Sep 2019	13F
RMR Advisors LLC	13F	Company	4.5%	71,354	$1,011,000	—	30 Sep 2019	13F
BOOTHBAY FUND MANAGEMENT, LLC	13F	Company	— mixed-class rows	76,562 mixed-class rows	$1,009,000	—	30 Sep 2019	13F
Eidelman Virant Capital	13F	Company	— class O/S missing	544,587	$844,000	—	30 Sep 2019	13F
BARD ASSOCIATES INC	13F	Company	3.7%	58,695	$832,000	—	30 Sep 2019	13F
NEXPOINT ASSET MANAGEMENT, L.P.	13F	Company	— mixed-class rows	57,262 mixed-class rows	$743,000	—	30 Sep 2019	13F
VANGUARD GROUP INC	13F	Company	— class O/S missing	294,364	$457,000	—	30 Sep 2019	13F
LADENBURG THALMANN FINANCIAL SERVICES INC.	13F	Company	— mixed-class rows	32,956 mixed-class rows	$345,000	—	30 Sep 2019	13F
COMMONWEALTH EQUITY SERVICES, LLC	13F	Company	— class O/S missing	27,175	$322,000	—	30 Sep 2019	13F
WOLVERINE ASSET MANAGEMENT LLC	13F	Company	— mixed-class rows	27,084 mixed-class rows	$287,000	—	30 Sep 2019	13F
Boston Partners	13F	Company	— class O/S missing	175,737	$272,000	—	30 Sep 2019	13F
Creative Planning	13F	Company	— class O/S missing	18,700	$222,000	—	30 Sep 2019	13F
David M. Knott	13F	Individual	0.91%	14,309	$203,000	—	30 Sep 2019	13F
UBS Group AG	13F	Company	— mixed-class rows	120,564 mixed-class rows	$199,000	—	30 Sep 2019	13F
WELLS FARGO & COMPANY/MN	13F	Company	— mixed-class rows	17,232 mixed-class rows	$188,000	—	30 Sep 2019	13F
Golden State Wealth Management, LLC	13F	Company	— class O/S missing	12,630	$150,000	—	30 Sep 2019	13F
Diligent Investors, LLC	13F	Company	— class O/S missing	10,093	$120,000	—	30 Sep 2019	13F
GEODE CAPITAL MANAGEMENT, LLC	13F	Company	— class O/S missing	56,779	$88,000	—	30 Sep 2019	13F
BlackRock Finance, Inc.	13F	Company	— class O/S missing	48,485	$75,000	—	30 Sep 2019	13F
NORTHERN TRUST CORP	13F	Company	— class O/S missing	15,803	$24,000	—	30 Sep 2019	13F
DIMENSIONAL FUND ADVISORS LP	13F	Company	— class O/S missing	11,939	$19,000	—	30 Sep 2019	13F
Lowe Wealth Advisors, LLC	13F	Company	— class O/S missing	1,600	$19,000	—	30 Sep 2019	13F
Advisor Group, Inc.	13F	Company	— class O/S missing	750	$9,000	—	30 Sep 2019	13F
NISA INVESTMENT ADVISORS, LLC	13F	Company	— class O/S missing	1,234	$2,000	—	30 Sep 2019	13F
VICTORY CAPITAL MANAGEMENT INC	13F	Company	— class O/S missing	1,020	$2,000	—	30 Sep 2019	13F
ENTERPRISE FINANCIAL SERVICES CORP	13F	Company	— class O/S missing	200	$2,000	—	30 Sep 2019	13F
Tower Research Capital LLC (TRC)	13F	Company	— class O/S missing	162	$2,000	—	30 Sep 2019	13F
BANK OF AMERICA CORP /DE/	13F	Company	— class O/S missing	816	$1,000	—	30 Sep 2019	13F

Institutional Holders of WHEELER REAL ESTATE INVT TR - CV PFD SER B (WHLRP) as of Q4 2019

As of 31 Dec 2019, WHEELER REAL ESTATE INVT TR - CV PFD SER B (WHLRP) was held by 15 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 901,222 shares. The largest 10 holders included Steamboat Capital Partners, LLC, HIGHLAND CAPITAL MANAGEMENT FUND ADVISORS, L.P., MORGAN STANLEY, BOOTHBAY FUND MANAGEMENT, LLC, Private Advisors, LLC, WOLVERINE ASSET MANAGEMENT LLC, KENNEDY CAPITAL MANAGEMENT, INC., LADENBURG THALMANN FINANCIAL SERVICES INC., COMMONWEALTH EQUITY SERVICES, LLC, and Creative Planning. This page lists 15 institutional shareholders reporting positions in this security for the Q4 2019 filing period.

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

Compare Q4 2019 vs Q3 2019 Across Filers

Q3 2019 holders

Q4 2019 holders

Holder diff

-2

Investor	Q3 2019 Shares	Q4 2019 Shares	Share Diff	Share Chg %	Q3 2019 Value $	Q4 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.