Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / CV PFD SER B
-
Total 13F shares
-
1,266,408
-
Share change
-
-220,852
-
Total reported value
-
$1,895,319
-
Price per share
-
$1.50
-
Number of holders
-
10
-
Value change
-
-$352,984
-
Number of buys
-
1
-
Number of sells
-
4
Institutional Holders of WHEELER REAL ESTATE INVT TR - CV PFD SER B (WHLRP) as of Q3 2023
As of 30 Sep 2023,
WHEELER REAL ESTATE INVT TR - CV PFD SER B (WHLRP) was held by
10 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,266,408 shares.
The largest 10 holders included
Stilwell Value LLC, Magnetar Financial LLC, NEXPOINT ASSET MANAGEMENT, L.P., WOLVERINE ASSET MANAGEMENT LLC, Corbin Capital Partners, L.P., OSAIC HOLDINGS, INC., COMMONWEALTH EQUITY SERVICES, LLC, UBS Group AG, Lowe Wealth Advisors, LLC, and Royal Bank of Canada.
This page lists
10
institutional shareholders reporting positions in this security
for the Q3 2023 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.