Q1 2020 13F Holders as of 31 Mar 2020
-
Type / Class
-
Equity / CV PFD SER B
-
Total 13F shares
-
942,604
-
Share change
-
+41,382
-
Total reported value
-
$5,884,000
-
Price per share
-
$6.17
-
Number of holders
-
14
-
Value change
-
+$258,685
-
Number of buys
-
5
-
Number of sells
-
4
Institutional Holders of WHEELER REAL ESTATE INVT TR - CV PFD SER B (WHLRP) as of Q1 2020
As of 31 Mar 2020,
WHEELER REAL ESTATE INVT TR - CV PFD SER B (WHLRP) was held by
14 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
942,604 shares.
The largest 10 holders included
Steamboat Capital Partners, LLC, HIGHLAND CAPITAL MANAGEMENT FUND ADVISORS, L.P., MORGAN STANLEY, KENNEDY CAPITAL MANAGEMENT, INC., BOOTHBAY FUND MANAGEMENT, LLC, WOLVERINE ASSET MANAGEMENT LLC, Private Advisors, LLC, Advisor Group Holdings, Inc., COMMONWEALTH EQUITY SERVICES, LLC, and Creative Planning.
This page lists
14
institutional shareholders reporting positions in this security
for the Q1 2020 filing period.
| 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.