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WHLRP

Wheeler Real Estate Investment Trust Preferred Stock

Name Holding Trade Value Shares
Change
Change in
Stake
SCP
1
Steamboat Capital Partners
New York
$4.64M +$3.15M +299,346 +519%
FM
2
Forward Management
California
$788K -$3.33M -316,297 -84%
EVC
3
Eidelman Virant Capital
Missouri
$701K -$698K -66,289 -12%
KCM
4
Kennedy Capital Management
Missouri
$408K +$331K +31,395 New
GSWM
5
Golden State Wealth Management
California
$373K +$302K +28,699 New
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$362K -$5.48K -520 -2%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$362K -$895 -85 -0.3%
PC
8
PA Capital
Virginia
$333K +$321K +30,516 New
WAM
9
Wolverine Asset Management
Illinois
$312K -$117K -11,075 -32%
BFM
10
Boothbay Fund Management
New York
$304K +$246K +23,353 New
Creative Planning
11
Creative Planning
Kansas
$243K
DI
12
Diligent Investors
California
$133K
UBS Group
13
UBS Group
Switzerland
$38K +$18.3K +1,735 +149%
LWA
14
Lowe Wealth Advisors
Maryland
$20K
AG
15
Advisor Group
Arizona
$17K
Citigroup
16
Citigroup
New York
$13K
EFSCE
17
Enterprise Financial Services Corp (EFSC)
Missouri
$3K +$2.11K +200 New
OAM
18
Orinda Asset Management
California
-$706K -90,761 Closed
Wells Fargo
19
Wells Fargo
California
-$73K -9,400 Closed
Morgan Stanley
20
Morgan Stanley
New York
-$14K -1,800 Closed
QCIG
21
Quad-Cities Investment Group
Iowa
-$5K -500 Closed