Lowe Wealth Advisors, LLC - WHEELER REAL ESTATE INVT TR ownership

WHEELER REAL ESTATE INVT TR's ticker is WHLRP and the CUSIP is 963025309. A total of 11 filers reported holding WHEELER REAL ESTATE INVT TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Lowe Wealth Advisors, LLC ownership history of WHEELER REAL ESTATE INVT TR
ValueSharesWeighting
Q4 2023$910
-13.3%
7000.0%0.00%
-100.0%
Q3 2023$1,050
-27.1%
700
-22.2%
0.00%0.0%
Q2 2023$1,440
-0.3%
9000.0%0.00%0.0%
Q1 2023$1,445
+5.6%
9000.0%0.00%0.0%
Q4 2022$1,368
-31.6%
9000.0%0.00%0.0%
Q3 2022$2,000
-50.0%
9000.0%0.00%
-50.0%
Q2 2022$4,000
-33.3%
9000.0%0.00%
-33.3%
Q1 2022$6,0000.0%9000.0%0.00%0.0%
Q4 2021$6,000
-33.3%
9000.0%0.00%
-25.0%
Q3 2021$9,000
-35.7%
9000.0%0.00%
-42.9%
Q2 2021$14,000
+40.0%
9000.0%0.01%
+40.0%
Q1 2021$10,000
-16.7%
9000.0%0.01%
-16.7%
Q4 2020$12,000
+33.3%
9000.0%0.01%
+20.0%
Q3 2020$9,000
+50.0%
9000.0%0.01%
+25.0%
Q2 2020$6,0000.0%9000.0%0.00%0.0%
Q1 2020$6,000
-66.7%
900
-43.8%
0.00%
-60.0%
Q4 2019$18,000
-5.3%
1,6000.0%0.01%
-9.1%
Q3 2019$19,000
-13.6%
1,6000.0%0.01%
-15.4%
Q2 2019$22,000
+10.0%
1,6000.0%0.01%
+8.3%
Q1 2019$20,000
+66.7%
1,6000.0%0.01%
+50.0%
Q4 2018$12,000
-60.0%
1,6000.0%0.01%
-55.6%
Q3 2018$30,0001,6000.02%
Other shareholders
WHEELER REAL ESTATE INVT TR shareholders Q4 2021
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