WHEELER REAL ESTATE INVT TR's ticker is WHLRD and the CUSIP is 963025606. A total of 14 filers reported holding WHEELER REAL ESTATE INVT TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,180,987 | -16.0% | 207,713 | 0.0% | 1.19% | -17.8% |
Q2 2023 | $2,596,413 | +140.1% | 207,713 | +141.1% | 1.45% | +140.3% |
Q1 2023 | $1,081,183 | -2.3% | 86,150 | 0.0% | 0.60% | -27.4% |
Q4 2022 | $1,106,166 | +10.5% | 86,150 | 0.0% | 0.83% | +15.7% |
Q3 2022 | $1,001,000 | -12.3% | 86,150 | 0.0% | 0.72% | -8.9% |
Q2 2022 | $1,142,000 | -8.0% | 86,150 | 0.0% | 0.79% | -4.1% |
Q1 2022 | $1,241,000 | -5.3% | 86,150 | 0.0% | 0.82% | -2.5% |
Q4 2021 | $1,310,000 | +27.1% | 86,150 | +26.8% | 0.84% | -21.8% |
Q3 2020 | $1,031,000 | +26.5% | 67,941 | 0.0% | 1.08% | +24.8% |
Q2 2020 | $815,000 | +55.8% | 67,941 | +14.6% | 0.86% | +36.7% |
Q1 2020 | $523,000 | -30.2% | 59,264 | +18.6% | 0.63% | +17.5% |
Q4 2019 | $749,000 | +5.6% | 49,967 | 0.0% | 0.54% | +0.9% |
Q3 2019 | $709,000 | -5.7% | 49,967 | 0.0% | 0.53% | +13.4% |
Q2 2019 | $752,000 | +7.3% | 49,967 | 0.0% | 0.47% | +1.1% |
Q1 2019 | $701,000 | +141.7% | 49,967 | +66.2% | 0.46% | +113.3% |
Q4 2018 | $290,000 | -45.5% | 30,067 | +18.4% | 0.22% | -51.1% |
Q3 2018 | $532,000 | +13.0% | 25,400 | 0.0% | 0.45% | +14.9% |
Q2 2018 | $471,000 | – | 25,400 | – | 0.39% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Steamboat Capital Partners, LLC | 694,096 | $10,534,000 | 1.72% |
Stilwell Value LLC | 67,941 | $1,031,000 | 1.08% |
PA Capital LLC | 44,365 | $673,000 | 0.47% |
BARD ASSOCIATES INC | 251,100 | $3,810,000 | 0.40% |
NEXPOINT ASSET MANAGEMENT, L.P. | 74,600 | $1,138,000 | 0.26% |
KENNEDY CAPITAL MANAGEMENT LLC | 137,408 | $2,070,000 | 0.06% |
BOOTHBAY FUND MANAGEMENT, LLC | 62,581 | $950,000 | 0.06% |
FMR LLC | 741,248 | $11,166,000 | 0.00% |
MORGAN STANLEY | 453,281 | $6,833,000 | 0.00% |
OSAIC HOLDINGS, INC. | 875 | $13,000 | 0.00% |