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
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Steamboat Capital Partners, LLC | 639,767 | $9,072,000 | 2.80% |
| PA Capital LLC | 47,596 | $675,000 | 0.66% |
| Stilwell Value LLC | 49,967 | $709,000 | 0.53% |
| BARD ASSOCIATES INC | 58,695 | $832,000 | 0.42% |
| RMR Advisors LLC | 71,354 | $1,011,000 | 0.35% |
| Crow Point Partners, LLC | 150,000 | $2,025,000 | 0.30% |
| KNOTT DAVID M | 14,309 | $203,000 | 0.08% |
| BOOTHBAY FUND MANAGEMENT, LLC | 42,987 | $610,000 | 0.06% |
| NEXPOINT ASSET MANAGEMENT, L.P. | 31,200 | $442,000 | 0.03% |
| KENNEDY CAPITAL MANAGEMENT LLC | 50,083 | $711,000 | 0.02% |