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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
| $7.54M | +$2.29M | +93,500 | +41% |
|
| 2 |
2
Fidelity Investments
Boston,
Massachusetts
| $6.93M | +$3.3M | +135,000 | +84% |
|
| 3 |
CPP
3
Crow Point Partners
Boston,
Massachusetts
| $4.7M | +$979K | +40,000 | +25% |
|
| 4 |
FM
4
Forward Management
San Francisco,
California
| $4.7M | – | – | – |
|
| 5 |
BA
5
Bard Associates
Chicago,
Illinois
| $1.44M | – | – | – |
|
| 6 |
SCA
6
Stieven Capital Advisors
St. Louis,
Missouri
| $1.29M | -$122K | -5,000 | -8% |
|
| 7 |
RA
7
RMR Advisors
Newton,
Massachusetts
| $987K | +$538K | +22,000 | +110% |
|
| 8 |
DMK
8
David M. Knott
| $705K | – | – | – |
|
| 9 |
KIA
9
KCM Investment Advisors
Greenbrae,
California
| $398K | +$15.9K | +650 | +4% |
|
| 10 |
TDC
10
Thompson Davis & Co
Richmond,
Virginia
| $35K | +$36.7K | +1,500 | New |
|
| 11 |
11
UBS Group
Zurich,
Switzerland
| $29K | +$29.9K | +1,224 | New |
|
| 12 |
BC
12
BHR Capital
New York
| – | -$357K | -14,000 | Closed |
|