Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / CV PFD SER B
-
Number of holders
-
9
-
Total 13F shares, excl. options
-
455,036
-
Shares change
-
+425,177
-
Total reported value, excl. options
-
$3,061,000
-
Value change
-
+$2,744,000
-
Number of buys
-
8
-
Number of sells
-
-1
-
Price
-
$6.72
Significant Holders of WHEELER REAL ESTATE INVT TR - CV PFD SER B (WHLRP) as of Q4 2021
10 filings reported holding WHLRP - WHEELER REAL ESTATE INVT TR - CV PFD SER B as of Q4 2021.
WHEELER REAL ESTATE INVT TR - CV PFD SER B (WHLRP) has 9 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 455,036 shares
.
Largest 10 shareholders include Steamboat Capital Partners, LLC (217,450 shares), HIGHLAND CAPITAL MANAGEMENT FUND ADVISORS, L.P. (82,301 shares), Corbin Capital Partners, L.P. (50,000 shares), WOLVERINE ASSET MANAGEMENT LLC (47,213 shares), ADVISOR GROUP HOLDINGS, INC. (27,390 shares), COMMONWEALTH EQUITY SERVICES, LLC (17,460 shares), THIRD AVENUE MANAGEMENT LLC (12,000 shares), Lowe Wealth Advisors, LLC (900 shares), MORGAN STANLEY (322 shares), and KENNEDY CAPITAL MANAGEMENT, INC. (0 shares).
This table shows the top 9 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* 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.