Q4 2018 13F Holders as of 31 Dec 2018
-
Type / Class
-
Equity / CV PFD SER B
-
Total 13F shares
-
661,992
-
Share change
-
-96,444
-
Total reported value
-
$5,148,000
-
Price per share
-
$7.77
-
Number of holders
-
14
-
Value change
-
-$1,706,662
-
Number of buys
-
2
-
Number of sells
-
9
Institutional Holders of WHEELER REAL ESTATE INVT TR - CV PFD SER B (WHLRP) as of Q4 2018
As of 31 Dec 2018,
WHEELER REAL ESTATE INVT TR - CV PFD SER B (WHLRP) was held by
14 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
661,992 shares.
The largest 10 holders included
Forward Management, LLC, Orinda Asset Management LLC, Steamboat Capital Partners, LLC, WOLVERINE ASSET MANAGEMENT LLC, LADENBURG THALMANN FINANCIAL SERVICES INC., COMMONWEALTH EQUITY SERVICES, LLC, Creative Planning, Diligent Investors, LLC, WELLS FARGO & COMPANY/MN, and MORGAN STANLEY.
This page lists
14
institutional shareholders reporting positions in this security
for the Q4 2018 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.