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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
| $7.44M | +$68.1K | +2,825 | +0.9% |
|
| 2 |
2
Fidelity Investments
Boston,
Massachusetts
| $6.73M | – | – | – |
|
| 3 |
CPP
3
Crow Point Partners
Boston,
Massachusetts
| $4.64M | – | – | – |
|
| 4 |
FM
4
Forward Management
San Francisco,
California
| $4.61M | – | – | – |
|
| 5 |
BA
5
Bard Associates
Chicago,
Illinois
| $1.47M | – | – | – |
|
| 6 |
RA
6
RMR Advisors
Newton,
Massachusetts
| $968K | – | – | – |
|
| 7 |
DMK
7
David M. Knott
| $692K | – | – | – |
|
| 8 |
KIA
8
KCM Investment Advisors
Greenbrae,
California
| $370K | +$7.04K | +292 | +2% |
|
| 9 |
9
Goldman Sachs
New York
| $203K | +$212K | +8,800 | New |
|
| 10 |
10
UBS Group
Zurich,
Switzerland
| $48K | +$7.16K | +297 | +16% |
|
| 11 |
WAM
11
Wolverine Asset Management
Chicago,
Illinois
| $46K | +$48.8K | +2,025 | New |
|
| 12 |
LTFS
12
Ladenburg Thalmann Financial Services
Miami,
Florida
| $26K | -$214K | -8,875 | -89% |
|
| 13 |
13
Wells Fargo
San Francisco,
California
| – | -$24 | -1 | Closed |
|