Security key
963025606
Wheeler Real Estate Investment Trust, Inc. - SERIES D CUMULATIVE PREFERRED STOCK (WHLRD)
CUSIP: 963025606
Q4 2019 13F Holders as of 31 Dec 2019
- Security type / class
- Equity / SERIES D CUMULATIVE PREFERRED STOCK
- Total 13F shares
- 2,293,832
- Total 13F value
- $34,446,000
- Share change
- +113,383
- SEC-reported price per share
- $14.99
- Number of holders
- 14
- Value change
- +$1,951,507
- Number of buys
- 4
- Number of sells
- 4
- Shares outstanding
- 1,580,634
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q4 2019
Institutions
14
Top holders
10
WHLRD full security history
Ownership snapshot
Full 13F holder table
Wheeler Real Estate Investment Trust, Inc. SEC filings
Wheeler Real Estate Investment Trust, Inc. company facts
Broader feeds
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
Steamboat Capital Partner...
Disclosed value leader
Steamboat Capital Partner...
Comparable rows
0/15
Latest evidence
30 Sep 2019
13F
Highest disclosed value: $15,420,000
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
Steamboat Capital Partners, LLC has the largest disclosed position value at $15.42M.
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 Steamboat Capital Partners, LLC's linked filing trail.
Disclosed position value
Top 5
Steamboat Capital Partners, LLC
$15.42M
FMR LLC
$10.53M
MORGAN STANLEY
$2.27M
Stilwell Value LLC
$2.08M
Crow Point Partners, LLC
$2.02M
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 |
|---|---|---|---|---|---|
| Steamboat Capital Partners, LLC |
13F
Company
|
—
mixed-class rows
|
$15,420,000
1,174,588 shares
mixed-class rows
|
— | 30 Sep 2019 |
| FMR LLC |
13F
Company
|
—
denominator unverified
|
$10,526,000
741,248 shares
|
— | 30 Sep 2019 |
| MORGAN STANLEY |
13F
Company
|
—
denominator unverified
|
$2,271,000
167,315 shares
|
— | 30 Sep 2019 |
| Stilwell Value LLC |
13F
Company
|
—
mixed-class rows
|
$2,076,000
932,066 shares
mixed-class rows
|
— | 30 Sep 2019 |
| Crow Point Partners, LLC |
13F
Company
|
—
denominator unverified
|
$2,025,000
150,000 shares
|
— | 30 Sep 2019 |
| PA Capital LLC |
13F
Company
|
—
mixed-class rows
|
$1,136,000
86,402 shares
mixed-class rows
|
— | 30 Sep 2019 |
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 Q4 2019
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
14
Shares
2,293,832
Rows available
14
| 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 Q4 2019 vs Q3 2019 Across Filers
Q3 2019 holders
15
Q4 2019 holders
14
Holder diff
-1
| Investor | Q3 2019 Shares | Q4 2019 Shares | Share Diff | Share Chg % | Q3 2019 value | Q4 2019 value | Value change | Value Chg % |
|---|