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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
| $5.57M | -$30.5K | -1,891 | -0.5% |
|
| 2 |
OAM
2
Orinda Asset Management
Lafayette,
California
| $3.44M | +$7.59K | +470 | +0.2% |
|
| 3 |
LCM
3
LDR Capital Management
New York
| $1.25M | -$1.23M | -76,148 | -47% |
|
| 4 |
IAA
4
Independent Advisor Alliance
Charlotte,
North Carolina
| $569K | +$200K | +12,391 | +43% |
|
| 5 |
SPCP
5
Snow Park Capital Partners
New York
| $511K | +$259K | +16,048 | +81% |
|
| 6 |
6
Commonwealth Equity Services
Waltham,
Massachusetts
| $416K | -$5.65K | -350 | -1% |
|
| 7 |
LTFS
7
Ladenburg Thalmann Financial Services
Miami,
Florida
| $412K | -$23.2K | -1,435 | -5% |
|
| 8 |
8
Creative Planning
Overland Park,
Kansas
| $266K | -$47.1K | -2,919 | -14% |
|
| 9 |
DI
9
Diligent Investors
Redlands,
California
| $153K | -$9.69K | -600 | -5% |
|
| 10 |
10
UBS Group
Zurich,
Switzerland
| $36K | +$40.6K | +2,515 | New |
|
| 11 |
11
Morgan Stanley
New York
| $26K | +$29.1K | +1,800 | New |
|
| 12 |
AG
12
Advisor Group
Phoenix,
Arizona
| $19K | – | – | – |
|