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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
$6.61M
SCP
2
Steamboat Capital Partners
New York
$6.12M +$1.46M +112,946 +19%
Morgan Stanley
3
Morgan Stanley
New York
$4.06M
KCM
4
Kennedy Capital Management
Missouri
$1.01M +$818K +63,300 +126%
NAM
5
Nexpoint Asset Management
Texas
$653K
RA
6
RMR Advisors
Massachusetts
$624K
BFM
7
Boothbay Fund Management
New York
$552K +$208K +16,133 +35%
SV
8
Stilwell Value
New York
$523K +$120K +9,297 +19%
BA
9
Bard Associates
Illinois
$446K -$47.8K -3,700 -7%
PC
10
PA Capital
Virginia
$391K +$48.8K +3,777 +9%
DMK
11
David M. Knott
$126K
UBS Group
12
UBS Group
Switzerland
$10K -$271 -21 -2%
Osaic Holdings
13
Osaic Holdings
Arizona
$8K +$11.3K +875 New