Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
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Equity / CV PFD SER B
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Number of holders
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1
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Total 13F shares, excl. options
-
700
-
Shares change
-
-817,085
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Total reported value, excl. options
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$1,675
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Value change
-
-$1,838,441
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Number of sells
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1
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Price
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$2.39
Institutional Holders of WHEELER REAL ESTATE INVT TR - CV PFD SER B (WHLRP) as of Q3 2024
As of 30 Sep 2024 WHEELER REAL ESTATE INVT TR - CV PFD SER B (WHLRP) had 2 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 700 shares of stock of the company.
Largest 2 holders included Lowe Wealth Advisors, LLC and Stilwell Value LLC.
This table shows 2 institutional shareholders of the security as of 30 Sep 2024.
| 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.