Q1 2017 13F Holders as of 31 Mar 2017
-
Type / Class
-
Equity / SERIES D CUMULATIVE PREFERRED STOCK
-
Shares outstanding
-
1,580,634
-
Total 13F shares
-
1,177,735
-
Share change
-
-46,134
-
Total reported value
-
$30,608,000
-
Price per share
-
$26.00
-
Number of holders
-
10
-
Value change
-
-$1,059,447
-
Number of buys
-
3
-
Number of sells
-
4
Institutional Holders of Wheeler Real Estate Investment Trust, Inc. - SERIES D CUMULATIVE PREFERRED STOCK (WHLRD) as of Q1 2017
As of 31 Mar 2017,
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
1,177,735 shares.
The largest 10 holders included
Orinda Asset Management LLC, FMR LLC, Crow Point Partners, LLC, Forward Management, LLC, BARD ASSOCIATES INC, RMR Advisors LLC, Knott David M, KCM INVESTMENT ADVISORS LLC, LADENBURG THALMANN FINANCIAL SERVICES INC., and UBS Group AG.
This page lists
10
institutional shareholders reporting positions in this security
for the Q1 2017 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.