Burgundy Asset Management Ltd. - WHEELER REAL ESTATE INVT TR ownership

WHEELER REAL ESTATE INVT TR's ticker is WHLRD and the CUSIP is 963025606. A total of 5 filers reported holding WHEELER REAL ESTATE INVT TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Burgundy Asset Management Ltd. ownership history of WHEELER REAL ESTATE INVT TR
ValueSharesWeighting
Q2 2023$508,000
-0.4%
40,6000.0%0.01%0.0%
Q1 2023$510,000
-2.1%
40,6000.0%0.01%
-14.3%
Q4 2022$521,000
+10.4%
40,6000.0%0.01%0.0%
Q3 2022$472,000
-12.3%
40,6000.0%0.01%0.0%
Q2 2022$538,000
-8.0%
40,6000.0%0.01%
+16.7%
Q1 2022$585,000
-5.2%
40,6000.0%0.01%0.0%
Q4 2021$617,00040,6000.01%
Other shareholders
WHEELER REAL ESTATE INVT TR shareholders Q3 2023
NameSharesValueWeighting ↓
Steamboat Capital Partners, LLC 581,150$8,709,0002.47%
Stilwell Value LLC 49,967$749,0000.54%
PA Capital LLC 40,588$608,0000.54%
BARD ASSOCIATES INC 54,295$814,0000.41%
RMR Advisors LLC 71,354$1,064,0000.37%
KNOTT DAVID M 14,309$214,0000.09%
NEXPOINT ASSET MANAGEMENT, L.P. 74,600$1,112,0000.08%
BOOTHBAY FUND MANAGEMENT, LLC 46,448$696,0000.06%
KENNEDY CAPITAL MANAGEMENT LLC 50,083$752,0000.02%
MORGAN STANLEY 453,281$6,845,0000.00%
View complete list of WHEELER REAL ESTATE INVT TR shareholders