Q2 2020 13F Holders as of 30 Jun 2020
-
Type / Class
-
Equity / CV PFD SER B
-
Number of holders
-
14
-
Total 13F shares, excl. options
-
911,736
-
Shares change
-
-30,868
-
Total reported value, excl. options
-
$6,542,000
-
Value change
-
-$214,189
-
Number of buys
-
2
-
Number of sells
-
-8
-
Price
-
$7.11
Significant Holders of WHEELER REAL ESTATE INVT TR - CV PFD SER B (WHLRP) as of Q2 2020
14 filings reported holding WHLRP - WHEELER REAL ESTATE INVT TR - CV PFD SER B as of Q2 2020.
WHEELER REAL ESTATE INVT TR - CV PFD SER B (WHLRP) has 14 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 911,736 shares
.
Largest 10 shareholders include Steamboat Capital Partners, LLC (479,805 shares), HIGHLAND CAPITAL MANAGEMENT FUND ADVISORS, L.P. (97,992 shares), MORGAN STANLEY (79,642 shares), KENNEDY CAPITAL MANAGEMENT, INC. (79,136 shares), WOLVERINE ASSET MANAGEMENT LLC (34,319 shares), ADVISOR GROUP HOLDINGS, INC. (27,165 shares), COMMONWEALTH EQUITY SERVICES, LLC (26,100 shares), Private Advisors, LLC (23,037 shares), BOOTHBAY FUND MANAGEMENT, LLC (22,607 shares), and Creative Planning (18,700 shares).
This table shows the top 14 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.