Q4 2016 13F Holders as of 31 Dec 2016
-
Type / Class
-
Equity / SERIES D CUMULATIVE PREFERRED STOCK
-
Shares outstanding
-
1,580,634
-
Total 13F shares
-
1,223,869
-
Share change
-
+273,724
-
Total reported value
-
$28,754,000
-
Price per share
-
$23.50
-
Number of holders
-
11
-
Value change
-
+$6,402,464
-
Number of buys
-
7
-
Number of sells
-
3
Institutional Holders of Wheeler Real Estate Investment Trust, Inc. - SERIES D CUMULATIVE PREFERRED STOCK (WHLRD) as of Q4 2016
As of 31 Dec 2016,
Wheeler Real Estate Investment Trust, Inc. - SERIES D CUMULATIVE PREFERRED STOCK (WHLRD) was held by
11 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,223,869 shares.
The largest 10 holders included
Orinda Asset Management LLC, FMR LLC, Forward Management, LLC, Crow Point Partners, LLC, BARD ASSOCIATES INC, Stieven Capital Advisors, L.P., RMR Advisors LLC, Knott David M, KCM INVESTMENT ADVISORS LLC, and THOMPSON DAVIS & CO., INC..
This page lists
11
institutional shareholders reporting positions in this security
for the Q4 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.