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 2020?

4 institutional investors reported WHLRP - WHEELER REAL ESTATE INVT TR - CV PFD SER B for Q4 2020. Use the holders table for investor-level position and value details.

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

CUSIP: 963025309

Q4 2020 13F Holders as of 31 Dec 2020

Type / Class: Equity / CV PFD SER B
Total 13F shares: 633,597
Share change: -272,868
Total reported value: $8,236,000
Price per share: $13.00
Number of holders: 4
Value change: -$2,492,645
Number of buys: 1
Number of sells: 9

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.

Need full ownership history?
Open the full security ownership history page.

Next holder-history checks

These links keep the next click tied to holder verification, nearby quarters, or outside-13F ownership context.

Back to full security ownership history for the broader multi-quarter picture.
Latest 13F filings for newly reported positions across managers.
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 2021
Previous quarter: Q3 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	1,173,901 mixed-class rows	$15,115,000	—	30 Sep 2020	13F
FMR LLC	13F	Company	47%	741,248	$11,166,000	—	30 Sep 2020	13F
MORGAN STANLEY	13F	Company	— mixed-class rows	532,923 mixed-class rows	$7,615,000	—	30 Sep 2020	13F
Stilwell Value LLC	13F	Company	— mixed-class rows	1,257,477 mixed-class rows	$4,700,000	—	30 Sep 2020	13F
KENNEDY CAPITAL MANAGEMENT LLC	13F	Company	— mixed-class rows	241,667 mixed-class rows	$3,110,000	—	30 Sep 2020	13F
Eidelman Virant Capital	13F	Company	— class O/S missing	699,687	$2,119,000	—	30 Sep 2020	13F
NEXPOINT ASSET MANAGEMENT, L.P.	13F	Company	— mixed-class rows	172,592 mixed-class rows	$2,081,000	—	30 Sep 2020	13F
BOOTHBAY FUND MANAGEMENT, LLC	13F	Company	— mixed-class rows	85,188 mixed-class rows	$1,166,000	—	30 Sep 2020	13F
VANGUARD GROUP INC	13F	Company	— class O/S missing	292,975	$890,000	—	30 Sep 2020	13F
BARD ASSOCIATES INC	13F	Company	3.2%	50,220	$762,000	—	30 Sep 2020	13F
RENAISSANCE TECHNOLOGIES LLC	13F	Company	— class O/S missing	128,309	$390,000	—	30 Sep 2020	13F
WOLVERINE ASSET MANAGEMENT LLC	13F	Company	— mixed-class rows	38,194 mixed-class rows	$335,000	—	30 Sep 2020	13F
UBS Group AG	13F	Company	— mixed-class rows	89,368 mixed-class rows	$325,000	—	30 Sep 2020	13F
OSAIC HOLDINGS, INC.	13F	Company	— mixed-class rows	32,640 mixed-class rows	$286,000	—	30 Sep 2020	13F
COMMONWEALTH EQUITY SERVICES, LLC	13F	Company	— class O/S missing	25,250	$241,000	—	30 Sep 2020	13F
Creative Planning	13F	Company	— class O/S missing	18,700	$179,000	—	30 Sep 2020	13F
GEODE CAPITAL MANAGEMENT, LLC	13F	Company	— class O/S missing	56,779	$172,000	—	30 Sep 2020	13F
BlackRock Finance, Inc.	13F	Company	— class O/S missing	48,485	$147,000	—	30 Sep 2020	13F
Newbridge Financial Services Group, Inc.	13F	Company	— class O/S missing	8,020	$77,000	—	30 Sep 2020	13F
NORTHERN TRUST CORP	13F	Company	— class O/S missing	12,538	$38,000	—	30 Sep 2020	13F
NISA INVESTMENT ADVISORS, LLC	13F	Company	— class O/S missing	4,563	$14,000	—	30 Sep 2020	13F
Lowe Wealth Advisors, LLC	13F	Company	— class O/S missing	900	$9,000	—	30 Sep 2020	13F
Tower Research Capital LLC (TRC)	13F	Company	— mixed-class rows	1,001 mixed-class rows	$5,000	—	30 Sep 2020	13F
AMUNDI ASSET MANAGEMENT US, INC.	13F	Company	— class O/S missing	1,241	$4,000	—	30 Sep 2020	13F
ROYAL BANK OF CANADA	13F	Company	— class O/S missing	250	$1,000	—	30 Sep 2020	13F

Institutional Holders of WHEELER REAL ESTATE INVT TR - CV PFD SER B (WHLRP) as of Q4 2020

As of 31 Dec 2020, WHEELER REAL ESTATE INVT TR - CV PFD SER B (WHLRP) was held by 4 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 633,597 shares. The largest 4 holders included Steamboat Capital Partners, LLC, KENNEDY CAPITAL MANAGEMENT, INC., Newbridge Financial Services Group, Inc., and Lowe Wealth Advisors, LLC. This page lists 4 institutional shareholders reporting positions in this security for the Q4 2020 filing period.

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

Compare Q4 2020 vs Q3 2020 Across Filers

Q3 2020 holders

Q4 2020 holders

Holder diff

-9

Investor	Q3 2020 Shares	Q4 2020 Shares	Share Diff	Share Chg %	Q3 2020 Value $	Q4 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.