Security key
963025606
Wheeler Real Estate Investment Trust, Inc. - SERIES D CUMULATIVE PREFERRED STOCK (WHLRD)
CUSIP: 963025606
Q1 2024 13F Holders as of 31 Mar 2024
- Security type / class
- Equity / SERIES D CUMULATIVE PREFERRED STOCK
- Total 13F shares
- 138,745
- Total 13F value
- $2,096,520
- Share change
- -118,446
- SEC-reported price per share
- $15.11
- Number of holders
- 1
- Value change
- -$1,615,603
- Number of sells
- 1
- Shares outstanding
- 1,580,634
Holder snapshot
5 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q1 2024
Institutions
1
Top holders
1
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
Bandera Partners LLC
Disclosed value leader
Cable Car Capital, LP
Comparable rows
15/15
Latest evidence
31 Dec 2023
13F
3/4/5
Lead comparable stake: 167%
Showing 1-6 of 15 holder rows.
Quick read
Bandera Partners LLC leads the comparable SEC ownership view at 167%.
15 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 Bandera Partners LLC's linked filing trail.
Comparable ownership
Top 5
Bandera Partners LLC
167%
GEODE CAPITAL MANAGEMENT, LLC
10%
Virtu Financial LLC
8.9%
Cable Car Capital, LP
8.8%
MILLENNIUM MANAGEMENT LLC
7.8%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Bandera Partners LLC |
13F
Company
|
167%
|
$742,769
2,435,309 shares
|
— | 31 Dec 2023 |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
Company
|
10%
|
$45,337
148,599 shares
|
— | 31 Dec 2023 |
| Virtu Financial LLC |
13F
Company
|
8.9%
|
$40,000
129,608 shares
|
— | 31 Dec 2023 |
| Cable Car Capital, LP |
13F
Company
|
8.8%
|
$1,807,847
138,745 shares
|
— | 31 Dec 2023 |
| MILLENNIUM MANAGEMENT LLC |
13F
Company
|
7.8%
|
$34,646
113,557 shares
|
— | 31 Dec 2023 |
| Steamboat Capital Partners, LLC |
13F
3/4/5
Company · 10%+ Owner
|
7.5%
|
$1,615,603
118,446 shares
|
— | 31 Dec 2023 |
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 Q1 2024
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
1
Shares
138,745
Rows available
1
| 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 Q1 2024 vs Q1 2024 Across Filers
Q1 2024 holders
1
Q1 2024 holders
1
Holder diff
0
| Investor | Q1 2024 Shares | Q1 2024 Shares | Share Diff | Share Chg % | Q1 2024 value | Q1 2024 value | Value change | Value Chg % |
|---|