Q3 2016 13F Holders as of 30 Sep 2016
-
Type / Class
-
Equity / SERIES D CUMULATIVE PREFERRED STOCK
-
Shares outstanding
-
1,580,634
-
Total 13F shares
-
950,145
-
Share change
-
+790,145
-
Total reported value
-
$24,229,000
-
Price per share
-
$25.50
-
Number of holders
-
10
-
Value change
-
+$20,149,000
-
Number of buys
-
9
Institutional Holders of Wheeler Real Estate Investment Trust, Inc. - SERIES D CUMULATIVE PREFERRED STOCK (WHLRD) as of Q3 2016
As of 30 Sep 2016,
Wheeler Real Estate Investment Trust, Inc. - SERIES D CUMULATIVE PREFERRED STOCK (WHLRD) was held by
10 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
950,145 shares.
The largest 10 holders included
Orinda Asset Management LLC, Forward Management, LLC, Crow Point Partners, LLC, FMR LLC, BARD ASSOCIATES INC, Stieven Capital Advisors, L.P., Knott David M, RMR Advisors LLC, KCM INVESTMENT ADVISORS LLC, and BHR Capital LLC.
This page lists
10
institutional shareholders reporting positions in this security
for the Q3 2016 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.