Q1 2019 13F Holders as of 31 Mar 2019
-
Type / Class
-
Equity / CV PFD SER B
-
Total 13F shares
-
647,298
-
Share change
-
-43,393
-
Total reported value
-
$8,350,000
-
Price per share
-
$13.00
-
Number of holders
-
16
-
Value change
-
-$93,716
-
Number of buys
-
6
-
Number of sells
-
7
Institutional Holders of WHEELER REAL ESTATE INVT TR - CV PFD SER B (WHLRP) as of Q1 2019
As of 31 Mar 2019,
WHEELER REAL ESTATE INVT TR - CV PFD SER B (WHLRP) was held by
16 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
647,298 shares.
The largest 10 holders included
Steamboat Capital Partners, LLC, Forward Management, LLC, KENNEDY CAPITAL MANAGEMENT, INC., Private Advisors, LLC, Golden State Wealth Management, LLC, COMMONWEALTH EQUITY SERVICES, LLC, LADENBURG THALMANN FINANCIAL SERVICES INC., WOLVERINE ASSET MANAGEMENT LLC, BOOTHBAY FUND MANAGEMENT, LLC, and Creative Planning.
This page lists
16
institutional shareholders reporting positions in this security
for the Q1 2019 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.