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

CUSIP: 963025309

Q1 2023 13F Holders as of 31 Mar 2023

Security identity
Security type / class
Equity / CV PFD SER B
Holder snapshot
Total 13F shares
1,487,428
Share change
+805,336
Total reported value
$2,401,031
Reported price per share
$1.60
Number of holders
10
Value change
+$1,293,559
Number of buys
1
Number of sells
2

Security key

963025309

Report period

Q1 2023

Institutions

10

Top holders

10

WHLRP full security history Ownership snapshot Full 13F holder table Newer quarter: Q2 2023 Previous quarter: Q4 2022 Wheeler Real Estate Investment Trust, Inc. SEC filings Wheeler Real Estate Investment Trust, Inc. company facts

Broader feeds

Latest 13F filings Latest 13D/G filings Investors directory

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.

Lead holder
MAGNOLIA GROUP, LLC
13D/G signal
—
Evidence rows
15
Latest as of
31 Dec 2022
13F 3/4/5 Lead comparable stake: 21% Showing 1-6 of 15 holder rows.
Holder Evidence Ownership % Position 12M Net Δ As of
MAGNOLIA GROUP, LLC
13F
Company
13F
21%
$4,199,808
327,662 shares
 — 31 Dec 2022
JCP Investment Management, LLC
13F
Company
13F
17%
$3,547,076
276,252 shares
 — 31 Dec 2022
Almitas Capital LLC
13F
Company
13F
10%
$2,121,129
165,197 shares
 — 31 Dec 2022
Bandera Partners LLC
13F
Company
13F
9.7%
$1,963,043
152,885 shares
 — 31 Dec 2022
Burgundy Asset Management Ltd.
13F
Company
13F
2.6%
$521,000
40,600 shares
 — 31 Dec 2022
SUMMIT SECURITIES GROUP LLC
13F
Company
13F
0.07%
$14,000
1,086 shares
 — 31 Dec 2022
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 Q1 2023

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
10
Shares
1,487,428
Rows available
10
Investor Option Weight % Change % Reported value * Price Shares Share Change Activity Report Period

* 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 failed the local validity check.

Compare Q1 2023 vs Q4 2022 Across Filers

Q4 2022 holders
10
Q1 2023 holders
10
Holder diff
0
Investor Q4 2022 Shares Q1 2023 Shares Share Diff Share Chg % Q4 2022 value Q1 2023 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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