Security key
963025309
WHEELER REAL ESTATE INVT TR - CV PFD SER B (WHLRP)
CUSIP: 963025309
Q2 2021 13F Holders as of 30 Jun 2021
- Security type / class
- Equity / CV PFD SER B
- Total 13F shares
- 87,706
- Total 13F value
- $1,316,000
- Share change
- -117,398
- SEC-reported price per share
- $15.28
- Number of holders
- 2
- Value change
- -$1,760,848
- Number of sells
- 1
Report period
Q2 2021
Institutions
2
Top holders
2
WHLRP full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2021
Previous quarter: Q1 2021
Wheeler Real Estate Investment Trust, Inc. SEC filings
Wheeler Real Estate Investment Trust, Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 963025309
Recent filing periods:
Ownership snapshot
Top reported holders 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. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Daniel Khoshaba
Disclosed value leader
KENNEDY CAPITAL MANAGEMEN...
Comparable rows
0/15
Latest evidence
18 May 2021
3/4/5
13F
Highest disclosed value: $4,699,000
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
KENNEDY CAPITAL MANAGEMENT LLC has the largest disclosed position value at $4.7M.
0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens KENNEDY CAPITAL MANAGEMENT LLC's linked filing trail.
Disclosed position value
Top 5
Daniel Khoshaba
$313.8K
KENNEDY CAPITAL MANAGEMENT LLC
$4.7M
Stilwell Value LLC
$4.43M
Eidelman Virant Capital
$2.17M
VANGUARD GROUP INC
$1.1M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Daniel Khoshaba |
3/4/5
Chief Executive Officer, Director, 10%+ Owner
|
—
class O/S missing
|
$313,763
1,102,084 shares
|
— | 12 May 2021 |
| KENNEDY CAPITAL MANAGEMENT LLC |
13F
Company
|
—
mixed-class rows
|
$4,699,000
340,403 shares
mixed-class rows
|
— | 31 Mar 2021 |
| Stilwell Value LLC |
13F
Company
|
—
class O/S missing
|
$4,430,000
1,181,336 shares
|
— | 31 Mar 2021 |
| Eidelman Virant Capital |
13F
Company
|
—
class O/S missing
|
$2,168,000
594,000 shares
|
— | 31 Mar 2021 |
| VANGUARD GROUP INC |
13F
Company
|
—
class O/S missing
|
$1,095,000
292,192 shares
|
— | 31 Mar 2021 |
| RENAISSANCE TECHNOLOGIES LLC |
13F
Company
|
—
class O/S missing
|
$782,000
208,433 shares
|
— | 31 Mar 2021 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q2 2021
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
2
Shares
87,706
Rows available
2
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q2 2021 vs Q1 2021 Across Filers
Q1 2021 holders
2
Q2 2021 holders
2
Holder diff
0
| Investor | Q1 2021 Shares | Q2 2021 Shares | Share Diff | Share Chg % | Q1 2021 value | Q2 2021 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend