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 Q1 2021?

1 institutional investor reported WHLRD - Wheeler Real Estate Investment Trust, Inc. - SERIES D CUMULATIVE PREFERRED STOCK for Q1 2021. Use the holders table for investor-level position and value details.

CUSIP: 963025606

Q1 2021 13F Holders as of 31 Mar 2021

Type / Class: Equity / SERIES D CUMULATIVE PREFERRED STOCK
Shares outstanding: 1,580,634
Total 13F shares: 136,199
Share change: -706,105
Total reported value: $2,453,000
Price per share: $18.01
Number of holders: 1
Value change: -$12,710,775
Number of sells: 3

Security key

963025606

Report period

Q1 2021

Institutions

Top holders

WHLRD full security history Newer quarter: Q2 2021 Previous quarter: Q4 2020 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: Q2 2021 Previous quarter: Q4 2020

Recent filing periods:

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

Top shareholders 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. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: 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.

Holder	Source	Role / Reporting	Ownership %	Shares	Holdings Value	12M Net Δ	As of	Details
Steamboat Capital Partners, LLC	13F	Company	— mixed-class rows	1,173,901 mixed-class rows	$18,731,000	—	31 Dec 2020	13F
KENNEDY CAPITAL MANAGEMENT LLC	13F	Company	— mixed-class rows	287,200 mixed-class rows	$4,424,000	—	31 Dec 2020	13F
Stilwell Value LLC	13F	Company	— class O/S missing	1,181,336	$3,272,000	—	31 Dec 2020	13F
Eidelman Virant Capital	13F	Company	— mixed-class rows	697,487 mixed-class rows	$2,118,000	—	31 Dec 2020	13F
VANGUARD GROUP INC	13F	Company	— class O/S missing	279,973	$776,000	—	31 Dec 2020	13F
RENAISSANCE TECHNOLOGIES LLC	13F	Company	— class O/S missing	155,533	$431,000	—	31 Dec 2020	13F
GEODE CAPITAL MANAGEMENT, LLC	13F	Company	— class O/S missing	56,779	$157,000	—	31 Dec 2020	13F
BlackRock Finance, Inc.	13F	Company	— class O/S missing	48,485	$134,000	—	31 Dec 2020	13F
NFSG Corp	13F	Company	— class O/S missing	3,100	$40,000	—	31 Dec 2020	13F
NORTHERN TRUST CORP	13F	Company	— class O/S missing	13,751	$38,000	—	31 Dec 2020	13F
NISA INVESTMENT ADVISORS, LLC	13F	Company	— class O/S missing	4,563	$13,000	—	31 Dec 2020	13F
Lowe Wealth Advisors, LLC	13F	Company	— class O/S missing	900	$12,000	—	31 Dec 2020	13F
WOLVERINE ASSET MANAGEMENT LLC	13F	Company	— class O/S missing	4,269	$11,000	—	31 Dec 2020	13F
UBS Group AG	13F	Company	— class O/S missing	1,801	$5,000	—	31 Dec 2020	13F
AMUNDI ASSET MANAGEMENT US, INC.	13F	Company	— class O/S missing	1,241	$3,000	—	31 Dec 2020	13F
ROYAL BANK OF CANADA	13F	Company	— class O/S missing	250	$1,000	—	31 Dec 2020	13F

Institutional Holders of Wheeler Real Estate Investment Trust, Inc. - SERIES D CUMULATIVE PREFERRED STOCK (WHLRD) as of Q1 2021

As of 31 Mar 2021, Wheeler Real Estate Investment Trust, Inc. - SERIES D CUMULATIVE PREFERRED STOCK (WHLRD) was held by 1 institutional shareholder that filed Form 13F with the SEC. Together, they reported ownership of 136,199 shares. The largest 1 holders included KENNEDY CAPITAL MANAGEMENT, INC.. This page lists 1 institutional shareholders reporting positions in this security for the Q1 2021 filing period.

Investor	Option	Weight %	Change %	Value $	* Price	Shares	Share Change	Activity	Report Period

Compare Q1 2021 vs Q4 2020 Across Filers

Q4 2020 holders

Q1 2021 holders

Holder diff

-2

Investor	Q4 2020 Shares	Q1 2021 Shares	Share Diff	Share Chg %	Q4 2020 Value $	Q1 2021 Value $	Value Diff $	Value Chg %

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

Quarterly Holders Trend

Quarterly Value Trend

Quarterly Shares Trend

* 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.