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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
| $6.24M | +$156 | +10 | +0% |
|
| 2 |
OAM
2
Orinda Asset Management
Lafayette,
California
| $3.38M | -$465K | -29,695 | -12% |
|
| 3 |
LCM
3
LDR Capital Management
New York
| $1.39M | -$10.3K | -660 | -0.8% |
|
| 4 |
4
Commonwealth Equity Services
Waltham,
Massachusetts
| $471K | – | – | – |
|
| 5 |
LTFS
5
Ladenburg Thalmann Financial Services
Miami,
Florida
| $412K | – | – | – |
|
| 6 |
6
Creative Planning
Overland Park,
Kansas
| $301K | – | – | – |
|
| 7 |
DI
7
Diligent Investors
Redlands,
California
| $165K | -$7.83K | -500 | -5% |
|
| 8 |
8
Morgan Stanley
New York
| $28K | – | – | – |
|
| 9 |
AG
9
Advisor Group
Phoenix,
Arizona
| $22K | – | – | – |
|
| 10 |
10
Citigroup
New York
| $10K | +$9.86K | +630 | New |
|
| 11 |
QCIG
11
Quad-Cities Investment Group
Davenport,
Iowa
| $2K | +$1.56K | +100 | New |
|
| 12 |
IAA
12
Independent Advisor Alliance
Charlotte,
North Carolina
| – | -$569K | -41,491 | Closed |
|
| 13 |
SPCP
13
Snow Park Capital Partners
New York
| – | -$511K | -35,980 | Closed |
|
| 14 |
14
UBS Group
Zurich,
Switzerland
| – | -$36K | -2,515 | Closed |
|