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 Q4 2021?

15 institutional investors reported WHLRD - Wheeler Real Estate Investment Trust, Inc. - SERIES D CUMULATIVE PREFERRED STOCK for Q4 2021. Use the holders table for investor-level position and value details.

CUSIP: 963025606

Q4 2021 13F Holders as of 31 Dec 2021

Type / Class: Equity / SERIES D CUMULATIVE PREFERRED STOCK
Shares outstanding: 1,580,634
Total 13F shares: 1,125,784
Share change: +760,372
Total reported value: $17,117,000
Price per share: $15.20
Number of holders: 15
Value change: +$11,463,000
Number of buys: 14
Number of sells: 1

Security key

963025606

Report period

Q4 2021

Institutions

Top holders

WHLRD full security history Newer quarter: Q1 2022 Previous quarter: Q3 2021 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: Q1 2022 Previous quarter: Q3 2021

Recent filing periods:

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

Ownership snapshot

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. Start with the largest verified stakes, then open the linked filing trail.

Lead holder

Daniel Khoshaba

13D/G signal

—

Evidence rows

Latest as of

30 Sep 2021

3/4/5 13F Highest disclosed value: $3,473,000

Holder	Evidence	Ownership %	Position	12M Net Δ	As of
Daniel Khoshaba	3/4/5 Chief Executive Officer, Director, 10%+ Owner 3/4/5	— class O/S missing	$313,763 1,102,084 shares	—	12 May 2021
Stilwell Value LLC	13F Company 13F	— class O/S missing	$3,473,000 1,181,336 shares	—	30 Sep 2021
Eidelman Virant Capital	13F Company 13F	— class O/S missing	$1,703,000 581,000 shares	—	30 Sep 2021
KENNEDY CAPITAL MANAGEMENT LLC	13F Company 13F	— mixed-class rows	$1,314,000 88,488 shares mixed-class rows	—	30 Sep 2021
VANGUARD GROUP INC	13F Company 13F	— class O/S missing	$865,000 294,251 shares	—	30 Sep 2021
Skylands Capital, LLC	13F Company 13F	— class O/S missing	$493,000 167,558 shares	—	30 Sep 2021
TWO SIGMA ADVISERS, LP	13F Company 13F	— class O/S missing	$448,000 152,300 shares	—	30 Sep 2021
RENAISSANCE TECHNOLOGIES LLC	13F Company 13F	— class O/S missing	$318,000 108,033 shares	—	30 Sep 2021
BlackRock Finance, Inc.	13F Company 13F	— class O/S missing	$202,000 69,021 shares	—	30 Sep 2021
GEODE CAPITAL MANAGEMENT, LLC	13F Company 13F	— class O/S missing	$202,000 68,518 shares	—	30 Sep 2021
TWO SIGMA INVESTMENTS, LP	13F Company 13F	— class O/S missing	$191,000 64,800 shares	—	30 Sep 2021
STATE STREET CORP	13F Company 13F	— class O/S missing	$135,000 45,896 shares	—	30 Sep 2021
CHILTON CAPITAL MANAGEMENT LLC	13F Company 13F	— class O/S missing	$74,000 25,000 shares	—	30 Sep 2021
Andrew R. Jones	3/4/5 Director 3/4/5	— class O/S missing	$71,321 45,335 shares	—	18 May 2021
Hilltop Holdings Inc.	13F Company 13F	— class O/S missing	$51,000 17,250 shares	—	30 Sep 2021
NORTHERN TRUST CORP	13F Company 13F	— class O/S missing	$37,000 12,511 shares	—	30 Sep 2021
UBS Group AG	13F Company 13F	— class O/S missing	$21,000 7,134 shares	—	30 Sep 2021
WOLVERINE ASSET MANAGEMENT LLC	13F Company 13F	— class O/S missing	$15,000 5,269 shares	—	30 Sep 2021
NISA INVESTMENT ADVISORS, LLC	13F Company 13F	— class O/S missing	$13,000 4,563 shares	—	30 Sep 2021
Lowe Wealth Advisors, LLC	13F Company 13F	— class O/S missing	$9,000 900 shares	—	30 Sep 2021
Crystal Plum	3/4/5 Chief Financial Officer 3/4/5	— class O/S missing	$6,270 22,022 shares	—	13 Aug 2021
Amundi	13F Individual 13F	— class O/S missing	$4,000 1,241 shares	—	30 Sep 2021
Stefani D. Carter	3/4/5 Director 3/4/5	— class O/S missing	$512 1,800 shares	—	02 Jun 2021

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 2021

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions

1,125,784

Rows loaded

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

Compare Q4 2021 vs Q3 2021 Across Filers

Q3 2021 holders

Q4 2021 holders

Holder diff

Investor	Q3 2021 Shares	Q4 2021 Shares	Share Diff	Share Chg %	Q3 2021 Value $	Q4 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.