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 2021?

9 institutional investors reported WHLRP - WHEELER REAL ESTATE INVT TR - CV PFD SER B for Q4 2021. Use the holders table for investor-level position and value details.

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

CUSIP: 963025309

Q4 2021 13F Holders as of 31 Dec 2021

Type / Class: Equity / CV PFD SER B
Total 13F shares: 455,036
Share change: +425,177
Total reported value: $3,061,000
Price per share: $6.72
Number of holders: 9
Value change: +$2,744,000
Number of buys: 8
Number of sells: 1

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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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 2022
Previous quarter: Q3 2021

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
Stilwell Value LLC	13F	Company	— class O/S missing	1,181,336	$3,473,000	—	30 Sep 2021	13F
Eidelman Virant Capital	13F	Company	— class O/S missing	581,000	$1,703,000	—	30 Sep 2021	13F
KENNEDY CAPITAL MANAGEMENT LLC	13F	Company	— mixed-class rows	88,488 mixed-class rows	$1,314,000	—	30 Sep 2021	13F
VANGUARD GROUP INC	13F	Company	— class O/S missing	294,251	$865,000	—	30 Sep 2021	13F
Skylands Capital, LLC	13F	Company	— class O/S missing	167,558	$493,000	—	30 Sep 2021	13F
TWO SIGMA ADVISERS, LP	13F	Company	— class O/S missing	152,300	$448,000	—	30 Sep 2021	13F
RENAISSANCE TECHNOLOGIES LLC	13F	Company	— class O/S missing	108,033	$318,000	—	30 Sep 2021	13F
Daniel Khoshaba	3/4/5	Chief Executive Officer, Director, 10%+ Owner	— class O/S missing	1,102,084	$313,763	—	12 May 2021	3/4/5
BlackRock Finance, Inc.	13F	Company	— class O/S missing	69,021	$202,000	—	30 Sep 2021	13F
GEODE CAPITAL MANAGEMENT, LLC	13F	Company	— class O/S missing	68,518	$202,000	—	30 Sep 2021	13F
TWO SIGMA INVESTMENTS, LP	13F	Company	— class O/S missing	64,800	$191,000	—	30 Sep 2021	13F
STATE STREET CORP	13F	Company	— class O/S missing	45,896	$135,000	—	30 Sep 2021	13F
CHILTON CAPITAL MANAGEMENT LLC	13F	Company	— class O/S missing	25,000	$74,000	—	30 Sep 2021	13F
Andrew R. Jones	3/4/5	Director	— class O/S missing	45,335	$71,321	—	18 May 2021	3/4/5
Hilltop Holdings Inc.	13F	Company	— class O/S missing	17,250	$51,000	—	30 Sep 2021	13F
NORTHERN TRUST CORP	13F	Company	— class O/S missing	12,511	$37,000	—	30 Sep 2021	13F
UBS Group AG	13F	Company	— class O/S missing	7,134	$21,000	—	30 Sep 2021	13F
WOLVERINE ASSET MANAGEMENT LLC	13F	Company	— class O/S missing	5,269	$15,000	—	30 Sep 2021	13F
NISA INVESTMENT ADVISORS, LLC	13F	Company	— class O/S missing	4,563	$13,000	—	30 Sep 2021	13F
Lowe Wealth Advisors, LLC	13F	Company	— class O/S missing	900	$9,000	—	30 Sep 2021	13F
Crystal Plum	3/4/5	Chief Financial Officer	— class O/S missing	22,022	$6,270	—	13 Aug 2021	3/4/5
Amundi	13F	Individual	— class O/S missing	1,241	$4,000	—	30 Sep 2021	13F
Stefani D. Carter	3/4/5	Director	— class O/S missing	1,800	$512	—	02 Jun 2021	3/4/5

Institutional Holders of WHEELER REAL ESTATE INVT TR - CV PFD SER B (WHLRP) as of Q4 2021

As of 31 Dec 2021, WHEELER REAL ESTATE INVT TR - CV PFD SER B (WHLRP) was held by 9 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 455,036 shares. The largest 9 holders included Steamboat Capital Partners, LLC, HIGHLAND CAPITAL MANAGEMENT FUND ADVISORS, L.P., Corbin Capital Partners, L.P., WOLVERINE ASSET MANAGEMENT LLC, ADVISOR GROUP HOLDINGS, INC., COMMONWEALTH EQUITY SERVICES, LLC, THIRD AVENUE MANAGEMENT LLC, Lowe Wealth Advisors, LLC, and MORGAN STANLEY. This page lists 9 institutional shareholders reporting positions in this security for the Q4 2021 filing period.

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

Compare Q4 2021 vs Q3 2021 Across Filers

Q3 2021 holders

Q4 2021 holders

Holder diff

Investor	Q3 2021 Shares	Q4 2021 Shares	Share Diff	Share Chg %	Q3 2021 Value $	Q4 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.