WHEELER REAL ESTATE INVT TR - CV PFD SER B (WHLRP)

Q4 2024 13F Holders as of 31 Dec 2024

Type / Class
Equity / CV PFD SER B
Total 13F shares
1,452,793
Share change
+1,451,393
Total reported value
$4,469,599
Price per share
$3.05
Number of holders
9
Value change
+$4,465,324
Number of buys
8
Number of sells
1

Institutional Holders of WHEELER REAL ESTATE INVT TR - CV PFD SER B (WHLRP) as of Q4 2024

As of 31 Dec 2024, WHEELER REAL ESTATE INVT TR - CV PFD SER B (WHLRP) was held by 9 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 1,452,793 shares. The largest 10 holders included Stilwell Value LLC, Magnetar Financial LLC, Ursa Fund Management, LLC, NEXPOINT ASSET MANAGEMENT, L.P., WOLVERINE ASSET MANAGEMENT LLC, Corbin Capital Partners, L.P., LPL Financial LLC, CLEAR STREET LLC, Lowe Wealth Advisors, LLC, and OSAIC HOLDINGS, INC.. This page lists 10 institutional shareholders reporting positions in this security for the Q4 2024 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.