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WHLRD
Wheeler Real Estate Investment Trust Series D Preferred Stock
WHLRD
WHLRD
USD
At close
Updated
Pre-market
After hours
1 day
5 days
1 month
3 months
6 months
Year to date
1 year
5 years
10 years
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
OAM
1
Orinda Asset Management
Lafayette,
California
| $5.8M | +$5.74M | +227,600 | New |
|
| 2 |
FM
2
Forward Management
San Francisco,
California
| $5.1M | +$5.05M | +200,000 | New |
|
| 3 |
CPP
3
Crow Point Partners
Boston,
Massachusetts
| $4.08M | +$4.04M | +160,000 | New |
|
| 4 |
4
Fidelity Investments
Boston,
Massachusetts
| $4.08M | +$4.04M | +160,000 | New |
|
| 5 |
BA
5
Bard Associates
Chicago,
Illinois
| $1.59M | – | – | – |
|
| 6 |
SCA
6
Stieven Capital Advisors
St. Louis,
Missouri
| $1.53M | +$1.51M | +60,000 | New |
|
| 7 |
DMK
7
David M. Knott
| $765K | +$757K | +30,000 | New |
|
| 8 |
RA
8
RMR Advisors
Newton,
Massachusetts
| $510K | +$505K | +20,000 | New |
|
| 9 |
KIA
9
KCM Investment Advisors
Greenbrae,
California
| $416K | +$411K | +16,300 | New |
|
| 10 |
BC
10
BHR Capital
New York
| $357K | +$353K | +14,000 | New |
|