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WHLRD
Wheeler Real Estate Investment Trust Series D Preferred Stock
WHLRD
WHLRD
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OAM
1
Orinda Asset Management
Lafayette,
California
| $8.32M | -$31K | -1,236 | -0.4% |
|
2
Fidelity Investments
Boston,
Massachusetts
| $7.67M | – | – | – |
|
|
FM
3
Forward Management
San Francisco,
California
| $5.2M | – | – | – |
|
|
CPP
4
Crow Point Partners
Boston,
Massachusetts
| $5.18M | – | – | – |
|
|
BA
5
Bard Associates
Chicago,
Illinois
| $1.65M | – | – | – |
|
|
RA
6
RMR Advisors
Newton,
Massachusetts
| $1.09M | – | – | – |
|
|
DMK
7
David M. Knott
| $780K | – | – | – |
|
|
KIA
8
KCM Investment Advisors
Greenbrae,
California
| $410K | -$29.5K | -1,178 | -7% |
|
|
LTFS
9
Ladenburg Thalmann Financial Services
Miami,
Florida
| $259K | +$251K | +10,000 | New |
|
10
UBS Group
Zurich,
Switzerland
| $47K | +$14.5K | +580 | +47% |
|
|
SCA
11
Stieven Capital Advisors
St. Louis,
Missouri
| – | -$1.29M | -55,000 | Closed |
|
|
TDC
12
Thompson Davis & Co
Richmond,
Virginia
| – | -$35K | -1,500 | Closed |
|
13
Wells Fargo
San Francisco,
California
| – | +$25 | +1 | New |
|