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

CUSIP: 963025309

Q4 2024 13F Holders as of 31 Dec 2024

Type / Class
Equity / CV PFD SER B
Total 13F shares
1,452,993
Share change
+1,452,293
Total reported value
$4,470,209
Price per share
$3.05
Number of holders
10
Value change
+$4,468,071
Number of buys
9

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.

Need full ownership history?
Open the full security ownership history page.

Institutional Holders of WHEELER REAL ESTATE INVT TR - CV PFD SER B (WHLRP) as of Q4 2024

As of 31 Dec 2024, WHEELER REAL ESTATE INVT TR - CV PFD SER B (WHLRP) was held by 10 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 1,452,993 shares. The largest 10 holders included Stilwell Value LLC, Magnetar Financial LLC, Ursa Fund Management, LLC, NEXPOINT ASSET MANAGEMENT, L.P., WOLVERINE ASSET MANAGEMENT LLC, Corbin Capital Partners, L.P., LPL Financial LLC, CLEAR STREET LLC, Lowe Wealth Advisors, LLC, and OSAIC HOLDINGS, INC.. This page lists 10 institutional shareholders reporting positions in this security for the Q4 2024 filing period.
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.