WHEELER REAL ESTATE INVT TR - CV PFD SER B (WHLRP)
CUSIP: 963025309
Q1 2021 13F Holders as of 31 Mar 2021
- Type / Class
- Equity / CV PFD SER B
- Total 13F shares
- 205,104
- Share change
- -428,493
- Total reported value
- $2,256,000
- Price per share
- $11.06
- Number of holders
- 2
- Value change
- -$5,678,533
- Number of buys
- 1
- Number of sells
- 2
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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Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 963025309:
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
|
$18,731,000 | — | 31 Dec 2020 | |
| KENNEDY CAPITAL MANAGEMENT LLC |
13F
|
Company |
—
mixed-class rows
|
287,200
mixed-class rows
|
$4,424,000 | — | 31 Dec 2020 | |
| Stilwell Value LLC |
13F
|
Company |
—
class O/S missing
|
1,181,336
|
$3,272,000 | — | 31 Dec 2020 | |
| Eidelman Virant Capital |
13F
|
Company |
—
mixed-class rows
|
697,487
mixed-class rows
|
$2,118,000 | — | 31 Dec 2020 | |
| VANGUARD GROUP INC |
13F
|
Company |
—
class O/S missing
|
279,973
|
$776,000 | — | 31 Dec 2020 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
—
class O/S missing
|
155,533
|
$431,000 | — | 31 Dec 2020 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
56,779
|
$157,000 | — | 31 Dec 2020 | |
| BlackRock Finance, Inc. |
13F
|
Company |
—
class O/S missing
|
48,485
|
$134,000 | — | 31 Dec 2020 | |
| Newbridge Financial Services Group, Inc. |
13F
|
Company |
—
class O/S missing
|
3,100
|
$40,000 | — | 31 Dec 2020 | |
| NORTHERN TRUST CORP |
13F
|
Company |
—
class O/S missing
|
13,751
|
$38,000 | — | 31 Dec 2020 | |
| NISA INVESTMENT ADVISORS, LLC |
13F
|
Company |
—
class O/S missing
|
4,563
|
$13,000 | — | 31 Dec 2020 | |
| Lowe Wealth Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
900
|
$12,000 | — | 31 Dec 2020 | |
| WOLVERINE ASSET MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
4,269
|
$11,000 | — | 31 Dec 2020 | |
| UBS Group AG |
13F
|
Company |
—
class O/S missing
|
1,801
|
$5,000 | — | 31 Dec 2020 | |
| AMUNDI ASSET MANAGEMENT US, INC. |
13F
|
Company |
—
class O/S missing
|
1,241
|
$3,000 | — | 31 Dec 2020 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
—
class O/S missing
|
250
|
$1,000 | — | 31 Dec 2020 |
Institutional Holders of WHEELER REAL ESTATE INVT TR - CV PFD SER B (WHLRP) as of Q1 2021
As of 31 Mar 2021,
WHEELER REAL ESTATE INVT TR - CV PFD SER B (WHLRP) was held by
2 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
205,104 shares.
The largest 2 holders included
KENNEDY CAPITAL MANAGEMENT, INC. and Lowe Wealth Advisors, LLC.
This page lists
2
institutional shareholders reporting positions in this security
for the Q1 2021 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2021 vs Q4 2020 Across Filers
Q4 2020 holders
4
Q1 2021 holders
2
Holder diff
-2
| Investor | Q4 2020 Shares | Q1 2021 Shares | Share Diff | Share Chg % | Q4 2020 Value $ | Q1 2021 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.