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 Q2 2020?

14 institutional investors reported WHLRP - WHEELER REAL ESTATE INVT TR - CV PFD SER B for Q2 2020. Use the holders table for investor-level position and value details.

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

CUSIP: 963025309

Q2 2020 13F Holders as of 30 Jun 2020

Type / Class: Equity / CV PFD SER B
Total 13F shares: 911,736
Share change: -30,868
Total reported value: $6,542,000
Price per share: $7.11
Number of holders: 14
Value change: -$214,189
Number of buys: 2
Number of sells: 8

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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Back to full security ownership history for the broader multi-quarter picture.
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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: Q3 2020
Previous quarter: Q1 2020

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	1,209,705 mixed-class rows	$9,303,000	—	31 Mar 2020	13F
FMR LLC	13F	Company	47%	741,248	$6,613,000	—	31 Mar 2020	13F
MORGAN STANLEY	13F	Company	— mixed-class rows	532,923 mixed-class rows	$4,575,000	—	31 Mar 2020	13F
Stilwell Value LLC	13F	Company	— mixed-class rows	949,563 mixed-class rows	$1,460,000	—	31 Mar 2020	13F
KENNEDY CAPITAL MANAGEMENT LLC	13F	Company	— mixed-class rows	159,360 mixed-class rows	$1,296,000	—	31 Mar 2020	13F
NEXPOINT ASSET MANAGEMENT, L.P.	13F	Company	— mixed-class rows	157,900 mixed-class rows	$1,211,000	—	31 Mar 2020	13F
BOOTHBAY FUND MANAGEMENT, LLC	13F	Company	— mixed-class rows	107,375 mixed-class rows	$828,000	—	31 Mar 2020	13F
Eidelman Virant Capital	13F	Company	— class O/S missing	662,687	$663,000	—	31 Mar 2020	13F
RMR Advisors LLC	13F	Company	4.5%	71,354	$624,000	—	31 Mar 2020	13F
PA Capital LLC	13F	Company	— mixed-class rows	77,605 mixed-class rows	$596,000	—	31 Mar 2020	13F
BARD ASSOCIATES INC	13F	Company	3.2%	50,595	$446,000	—	31 Mar 2020	13F
VANGUARD GROUP INC	13F	Company	— class O/S missing	294,032	$294,000	—	31 Mar 2020	13F
WOLVERINE ASSET MANAGEMENT LLC	13F	Company	— mixed-class rows	42,983 mixed-class rows	$248,000	—	31 Mar 2020	13F
UBS Group AG	13F	Company	— mixed-class rows	201,307 mixed-class rows	$222,000	—	31 Mar 2020	13F
OSAIC HOLDINGS, INC.	13F	Company	— mixed-class rows	33,590 mixed-class rows	$187,000	—	31 Mar 2020	13F
Boston Partners	13F	Company	— class O/S missing	167,477	$167,000	—	31 Mar 2020	13F
COMMONWEALTH EQUITY SERVICES, LLC	13F	Company	— class O/S missing	26,450	$163,000	—	31 Mar 2020	13F
David M. Knott	13F	Individual	0.91%	14,309	$126,000	—	31 Mar 2020	13F
Creative Planning	13F	Company	— class O/S missing	18,700	$115,000	—	31 Mar 2020	13F
ISZO CAPITAL MANAGEMENT LP	13F	Company	— class O/S missing	102,361	$102,000	—	31 Mar 2020	13F
WELLS FARGO & COMPANY/MN	13F	Company	— class O/S missing	15,669	$97,000	—	31 Mar 2020	13F
GEODE CAPITAL MANAGEMENT, LLC	13F	Company	— class O/S missing	56,779	$56,000	—	31 Mar 2020	13F
BlackRock Finance, Inc.	13F	Company	— class O/S missing	48,485	$49,000	—	31 Mar 2020	13F
NORTHERN TRUST CORP	13F	Company	— class O/S missing	15,803	$16,000	—	31 Mar 2020	13F
DIMENSIONAL FUND ADVISORS LP	13F	Company	— class O/S missing	11,939	$12,000	—	31 Mar 2020	13F
Lowe Wealth Advisors, LLC	13F	Company	— class O/S missing	900	$6,000	—	31 Mar 2020	13F
NISA INVESTMENT ADVISORS, LLC	13F	Company	— class O/S missing	1,988	$2,000	—	31 Mar 2020	13F
AMUNDI ASSET MANAGEMENT US, INC.	13F	Company	— class O/S missing	1,241	$1,000	—	31 Mar 2020	13F
VICTORY CAPITAL MANAGEMENT INC	13F	Company	— class O/S missing	974	$1,000	—	31 Mar 2020	13F
ROYAL BANK OF CANADA	13F	Company	— class O/S missing	578	$1,000	—	31 Mar 2020	13F

Institutional Holders of WHEELER REAL ESTATE INVT TR - CV PFD SER B (WHLRP) as of Q2 2020

As of 30 Jun 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 911,736 shares. The largest 10 holders included Steamboat Capital Partners, LLC, HIGHLAND CAPITAL MANAGEMENT FUND ADVISORS, L.P., MORGAN STANLEY, KENNEDY CAPITAL MANAGEMENT, INC., WOLVERINE ASSET MANAGEMENT LLC, ADVISOR GROUP HOLDINGS, INC., COMMONWEALTH EQUITY SERVICES, LLC, Private Advisors, LLC, BOOTHBAY FUND MANAGEMENT, LLC, and Creative Planning. This page lists 14 institutional shareholders reporting positions in this security for the Q2 2020 filing period.

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

Compare Q2 2020 vs Q1 2020 Across Filers

Q1 2020 holders

Q2 2020 holders

Holder diff

Investor	Q1 2020 Shares	Q2 2020 Shares	Share Diff	Share Chg %	Q1 2020 Value $	Q2 2020 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.