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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
| $8.35M | – | – | – |
|
| 2 |
OAM
2
Orinda Asset Management
Lafayette,
California
| $5.15M | +$85.5K | +4,053 | +2% |
|
| 3 |
LCM
3
LDR Capital Management
New York
| $3.51M | +$3.44M | +163,222 | New |
|
| 4 |
LTFS
4
Ladenburg Thalmann Financial Services
Miami,
Florida
| $666K | +$60.1K | +2,846 | +10% |
|
| 5 |
5
Commonwealth Equity Services
Waltham,
Massachusetts
| $650K | -$1.16K | -55 | -0.2% |
|
| 6 |
IAA
6
Independent Advisor Alliance
Charlotte,
North Carolina
| $546K | +$614K | +29,100 | New |
|
| 7 |
7
Creative Planning
Overland Park,
Kansas
| $473K | – | – | – |
|
| 8 |
SPCP
8
Snow Park Capital Partners
New York
| $436K | +$421K | +19,932 | New |
|
| 9 |
DI
9
Diligent Investors
Redlands,
California
| $248K | -$779K | -36,887 | -76% |
|
| 10 |
AG
10
Advisor Group
Phoenix,
Arizona
| $29K | +$12.5K | +590 | +79% |
|
| 11 |
IA
11
IFP Advisors
Tampa,
Florida
| – | -$11K | -500 | Closed |
|