Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / CV PFD SER B
-
Total 13F shares
-
1,412,364
-
Share change
-
+111,840
-
Total reported value
-
$5,912,550
-
Price per share
-
$4.23
-
Number of holders
-
11
-
Value change
-
+$469,335
-
Number of buys
-
4
-
Number of sells
-
2
Institutional Holders of WHEELER REAL ESTATE INVT TR - CV PFD SER B (WHLRP) as of Q3 2025
As of 30 Sep 2025,
WHEELER REAL ESTATE INVT TR - CV PFD SER B (WHLRP) was held by
11 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,412,364 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, Krilogy Financial LLC, LPL Financial LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, Clear Street Group Inc., and OSAIC HOLDINGS, INC..
This page lists
11
institutional shareholders reporting positions in this security
for the Q3 2025 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.