Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / SERIES D CUMULATIVE PREFERRED STOCK
-
Shares outstanding
-
1,580,634
-
Total 13F shares
-
1,650,480
-
Share change
-
+117,473
-
Total reported value
-
$20,529,444
-
Price per share
-
$12.50
-
Number of holders
-
13
-
Value change
-
+$1,484,973
-
Number of buys
-
3
-
Number of sells
-
3
Institutional Holders of Wheeler Real Estate Investment Trust, Inc. - SERIES D CUMULATIVE PREFERRED STOCK (WHLRD) as of Q2 2023
As of 30 Jun 2023,
Wheeler Real Estate Investment Trust, Inc. - SERIES D CUMULATIVE PREFERRED STOCK (WHLRD) was held by
13 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,650,480 shares.
The largest 10 holders included
Steamboat Capital Partners, LLC, MAGNOLIA GROUP, LLC, JCP Investment Management, LLC, Stilwell Value LLC, Bandera Partners LLC, Almitas Capital LLC, NEXPOINT ASSET MANAGEMENT, L.P., Burgundy Asset Management Ltd., Corbin Capital Partners, L.P., and Magnetar Financial LLC.
This page lists
13
institutional shareholders reporting positions in this security
for the Q2 2023 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.