Q3 2020 13F Holders as of 30 Sep 2020
-
Type / Class
-
Equity / CV PFD SER B
-
Total 13F shares
-
929,502
-
Share change
-
+9,746
-
Total reported value
-
$8,948,000
-
Price per share
-
$9.55
-
Number of holders
-
13
-
Value change
-
+$195,744
-
Number of buys
-
2
-
Number of sells
-
5
Institutional Holders of WHEELER REAL ESTATE INVT TR - CV PFD SER B (WHLRP) as of Q3 2020
As of 30 Sep 2020,
WHEELER REAL ESTATE INVT TR - CV PFD SER B (WHLRP) was held by
13 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
929,502 shares.
The largest 10 holders included
Steamboat Capital Partners, LLC, KENNEDY CAPITAL MANAGEMENT, INC., HIGHLAND CAPITAL MANAGEMENT FUND ADVISORS, L.P., MORGAN STANLEY, WOLVERINE ASSET MANAGEMENT LLC, ADVISOR GROUP HOLDINGS, INC., COMMONWEALTH EQUITY SERVICES, LLC, Private Advisors, LLC, BOOTHBAY FUND MANAGEMENT, LLC, and Creative Planning.
This page lists
13
institutional shareholders reporting positions in this security
for the Q3 2020 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.