Creative Planning - WHEELER REAL ESTATE INVT TR ownership

WHEELER REAL ESTATE INVT TR's ticker is WHLRP and the CUSIP is 963025309. A total of 4 filers reported holding WHEELER REAL ESTATE INVT TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Creative Planning ownership history of WHEELER REAL ESTATE INVT TR
ValueSharesWeighting
Q3 2020$179,000
+38.8%
18,7000.0%0.00%
Q2 2020$129,000
+12.2%
18,7000.0%0.00%
Q1 2020$115,000
-44.2%
18,7000.0%0.00%
-100.0%
Q4 2019$206,000
-7.2%
18,7000.0%0.00%0.0%
Q3 2019$222,000
-14.6%
18,7000.0%0.00%0.0%
Q2 2019$260,000
+7.0%
18,7000.0%0.00%0.0%
Q1 2019$243,000
+67.6%
18,7000.0%0.00%0.0%
Q4 2018$145,000
-58.5%
18,7000.0%0.00%0.0%
Q3 2018$349,000
+15.9%
18,7000.0%0.00%0.0%
Q2 2018$301,000
+13.2%
18,7000.0%0.00%0.0%
Q1 2018$266,000
-43.8%
18,700
-13.5%
0.00%
-50.0%
Q4 2017$473,000
-1.5%
21,6190.0%0.00%0.0%
Q3 2017$480,000
-1.2%
21,6190.0%0.00%0.0%
Q2 2017$486,000
-5.8%
21,6190.0%0.00%
-33.3%
Q1 2017$516,000
+9.8%
21,619
+1.9%
0.00%0.0%
Q4 2016$470,000
+2.6%
21,2190.0%0.00%0.0%
Q3 2016$458,000
+2.7%
21,2190.0%0.00%0.0%
Q2 2016$446,000
+6.4%
21,2190.0%0.00%0.0%
Q1 2016$419,00021,2190.00%
Other shareholders
WHEELER REAL ESTATE INVT TR shareholders Q4 2020
NameSharesValueWeighting ↓
Steamboat Capital Partners, LLC 479,805$4,581,0000.75%
NEXPOINT ASSET MANAGEMENT, L.P. 97,992$943,0000.21%
PA Capital LLC 23,037$220,0000.15%
Stilwell Value LLC 8,200$78,0000.08%
Newbridge Financial Services Group, Inc. 8,020$77,0000.08%
KENNEDY CAPITAL MANAGEMENT LLC 104,259$1,040,0000.03%
BOOTHBAY FUND MANAGEMENT, LLC 22,607$216,0000.01%
Lowe Wealth Advisors, LLC 900$9,0000.01%
WOLVERINE ASSET MANAGEMENT LLC 33,925$323,0000.00%
COMMONWEALTH EQUITY SERVICES, LLC 25,250$241,0000.00%
View complete list of WHEELER REAL ESTATE INVT TR shareholders