Wheeler Real Estate Investment Trust, Inc. - SERIES D CUMULATIVE PREFERRED STOCK (WHLRD)

Q: What does CUSIP 963025606 represent in this 13F holders report?

CUSIP 963025606 is the security identifier for WHLRD - Wheeler Real Estate Investment Trust, Inc. - SERIES D CUMULATIVE PREFERRED STOCK used to aggregate holder disclosures.

Q: How many institutions held WHLRD - Wheeler Real Estate Investment Trust, Inc. - SERIES D CUMULATIVE PREFERRED STOCK in Q3 2016?

10 institutional investors reported WHLRD - Wheeler Real Estate Investment Trust, Inc. - SERIES D CUMULATIVE PREFERRED STOCK for Q3 2016. Use the holders table for investor-level position and value details.

CUSIP: 963025606

Q3 2016 13F Holders as of 30 Sep 2016

Security type / class: Equity / SERIES D CUMULATIVE PREFERRED STOCK
Total 13F shares: 950,145
Total 13F value: $24,229,000
Share change: +790,145
SEC-reported price per share: $25.50
Number of holders: 10
Value change: +$20,149,000
Number of buys: 9
Shares outstanding: 1,580,634

Security key

963025606

Report period

Q3 2016

Institutions

Top holders

WHLRD full security history Ownership snapshot Full 13F holder table Newer quarter: Q4 2016 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

Reporting periods

Holder history for CUSIP 963025606

Newer quarter: Q4 2016

Recent filing periods:

Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024 Q4 2023 Q3 2023 Q2 2023

Ownership snapshot

Top reported holders of WHLRD - Wheeler Real Estate Investment Trust, Inc. - SERIES D CUMULATIVE PREFERRED STOCK (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.

Comparable stake leader

Bulldog Investors, LLP

Disclosed value leader

Bulldog Investors, LLP

Comparable rows

0/15

Latest evidence

30 Jun 2016

13F Highest disclosed value: $6,666,000 15 rows are not safely comparable across share classes. Showing 1-6 of 15 holder rows.

Quick read

Bulldog Investors, LLP has the largest disclosed position value at $6.67M.

0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens Bulldog Investors, LLP's linked filing trail.

Disclosed position value Top 5

Bulldog Investors, LLP $6.67M

EJF Capital LP $5.85M

NS Advisors, LLC $5.52M

VANGUARD GROUP INC $4.93M

ARDSLEY ADVISORY PARTNERS LP $4.47M

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

Detailed SEC evidence table Showing 1-6 of 15 holder rows

Holder	Evidence	Ownership %	Position	12M Net Δ	As of
Bulldog Investors, LLP	13F Company 13F	— class O/S missing	$6,666,000 4,328,415 shares	—	30 Jun 2016
EJF Capital LP	13F Company 13F	— class O/S missing	$5,852,000 3,800,000 shares	—	30 Jun 2016
NS Advisors, LLC	13F Company 13F	— class O/S missing	$5,525,000 3,587,413 shares	—	30 Jun 2016
VANGUARD GROUP INC	13F Company 13F	— class O/S missing	$4,926,000 3,198,708 shares	—	30 Jun 2016
ARDSLEY ADVISORY PARTNERS LP	13F Company 13F	— class O/S missing	$4,466,000 2,900,000 shares	—	30 Jun 2016
Michael F. Price	13F Individual 13F	— class O/S missing	$4,139,000 2,687,500 shares	—	30 Jun 2016

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 Q3 2016

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

Institutions

950,145

Rows available

Investor	Option	Weight %	Change %	SEC-reported value	* Price	Shares	Share Change	Activity	Report Period

^* SEC-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 did not pass the local price check.

Compare Q3 2016 vs Q4 2024 Across Filers

Q4 2024 holders

Q3 2016 holders

Holder diff

Investor	Q4 2024 Shares	Q3 2016 Shares	Share Diff	Share Chg %	Q4 2024 value	Q3 2016 value	Value change	Value Chg %

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

Quarterly Holders Trend

Quarterly Value Trend

Quarterly Shares Trend