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WHLRP
Wheeler Real Estate Investment Trust Preferred Stock
WHLRP
WHLRP
9.00
USD
-0.09
0.99%
At close
Updated
Sep 4, 4:00 PM EDT
Pre-market
After hours
1 day
-0.99%
5 days
2.27%
1 month
0%
3 months
9.89%
6 months
38.46%
Year to date
65.44%
1 year
125%
5 years
-15.81%
10 years
-57.59%
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 |
FM
1
Forward Management
San Francisco,
California
| $8.38M | +$8.35M | +390,000 | New |
|
| 2 |
OAM
2
Orinda Asset Management
Lafayette,
California
| $5.21M | +$5.18M | +242,100 | New |
|
| 3 |
DI
3
Diligent Investors
Redlands,
California
| $1.07M | +$1.07M | +50,035 | New |
|
| 4 |
LTFS
4
Ladenburg Thalmann Financial Services
Miami,
Florida
| $598K | +$3.53K | +165 | +0.6% |
|
| 5 |
5
Creative Planning
Overland Park,
Kansas
| $458K | – | – | – |
|
| 6 |
6
Commonwealth Equity Services
Waltham,
Massachusetts
| $375K | +$372K | +17,375 | New |
|
| 7 |
6CM
7
683 Capital Management
New York
| $225K | – | – | – |
|
| 8 |
IA
8
IFP Advisors
Tampa,
Florida
| $11K | +$10.7K | +500 | New |
|
| 9 |
TRCT
9
Tower Research Capital (TRC)
New York
| $5K | +$4.9K | +229 | New |
|
| 10 |
YMRC
10
Yorktown Management & Research Company
Forest,
Virginia
| – | -$77K | -50,000 | Closed |
|
| 11 |
11
Morgan Stanley
New York
| – | -$88K | -4,200 | Closed |
|
| 12 |
12
UBS Group
Zurich,
Switzerland
| – | -$6K | -297 | Closed |
|