Q3 2019 13F Holders as of 30 Sep 2019
-
Type / Class
-
Equity / CV PFD SER B
-
Total 13F shares
-
803,417
-
Share change
-
+25,041
-
Total reported value
-
$9,528,000
-
Price per share
-
$11.88
-
Number of holders
-
17
-
Value change
-
+$296,029
-
Number of buys
-
6
-
Number of sells
-
4
Institutional Holders of WHEELER REAL ESTATE INVT TR - CV PFD SER B (WHLRP) as of Q3 2019
As of 30 Sep 2019,
WHEELER REAL ESTATE INVT TR - CV PFD SER B (WHLRP) was held by
17 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
803,417 shares.
The largest 10 holders included
Steamboat Capital Partners, LLC, Private Advisors, LLC, BOOTHBAY FUND MANAGEMENT, LLC, KENNEDY CAPITAL MANAGEMENT, INC., LADENBURG THALMANN FINANCIAL SERVICES INC., COMMONWEALTH EQUITY SERVICES, LLC, HIGHLAND CAPITAL MANAGEMENT FUND ADVISORS, L.P., WOLVERINE ASSET MANAGEMENT LLC, Creative Planning, and WELLS FARGO & COMPANY/MN.
This page lists
17
institutional shareholders reporting positions in this security
for the Q3 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.