We are live on ! Find out more
WHLRD

Wheeler Real Estate Investment Trust Series D Preferred Stock
WHLRD

Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$7.15M
CPP
2
Crow Point Partners
Massachusetts
$2.7M
OAM
3
Orinda Asset Management
California
$2.52M -$1.03M -58,086 -18%
KCM
4
Kennedy Capital Management
Missouri
$2.19M +$995K +56,226 +33%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$1.91M
SCP
6
Steamboat Capital Partners
New York
$1.75M +$3.21M +181,373 New
RA
7
RMR Advisors
Massachusetts
$688K
BA
8
Bard Associates
Illinois
$591K -$1.05M -59,420 Closed
SPCP
9
Snow Park Capital Partners
New York
$578K -$1.62M -91,822 -60%
FM
10
Forward Management
California
$483K -$885K -50,000 -50%
SV
11
Stilwell Value
New York
$290K +$82.6K +4,667 +18%
DMK
12
David M. Knott
$160K -$222K -12,523 -43%
PC
13
PA Capital
Virginia
$120K +$220K +12,443 New
BFM
14
Boothbay Fund Management
New York
$104K +$190K +10,765 New
Morgan Stanley
15
Morgan Stanley
New York
$63K
RA
16
Rational Advisors
New York
$57K -$92K -5,200 -47%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$10K
UBS Group
18
UBS Group
Switzerland
$6K +$11.5K +649 New
Wells Fargo
19
Wells Fargo
California
$4K +$8K +452 New
RA
20
Resource America
New York
-$5.54M -264,019 Closed
LCM
21
LDR Capital Management
New York
-$1.89M -90,157 Closed
FM
22
Fondren Management
Texas
-$488K -23,262 Closed
PAM
23
PVG Asset Management
Colorado
-$232K -11,100 Closed