WHEELER REAL ESTATE INVT TR's ticker is WHLRP and the CUSIP is 963025309. A total of 12 filers reported holding WHEELER REAL ESTATE INVT TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,225,628 | -6.2% | 817,085 | 0.0% | 0.67% | -8.4% |
| Q2 2023 | $1,307,336 | -0.3% | 817,085 | 0.0% | 0.73% | -0.3% |
| Q1 2023 | $1,311,421 | -19.9% | 817,085 | +149.1% | 0.73% | -35.2% |
| Q2 2022 | $1,637,000 | +1998.7% | 328,033 | +3900.4% | 1.13% | +1276.8% |
| Q3 2020 | $78,000 | +25.8% | 8,200 | 0.0% | 0.08% | +24.2% |
| Q2 2020 | $62,000 | +12.7% | 8,200 | 0.0% | 0.07% | 0.0% |
| Q1 2020 | $55,000 | – | 8,200 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Orinda Asset Management LLC | 244,600 | $5,885,000 | 5.04% |
| Diligent Investors, LLC | 49,675 | $1,192,000 | 0.91% |
| Forward Management, LLC | 390,000 | $9,399,000 | 0.79% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 27,480 | $656,000 | 0.01% |
| Commonwealth Equity Services, Inc | 19,400 | $463,000 | 0.00% |
| Creative Planning | 21,619 | $516,000 | 0.00% |
| IFP Advisors, Inc | 500 | $12,000 | 0.00% |
| Advisor Group, Inc. | 750 | $18,000 | 0.00% |
| UBS Group AG | 300 | $7,000 | 0.00% |
| Tower Research Capital LLC (TRC) | 100 | $2,000 | 0.00% |