UBS Group AG - 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 Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
UBS Group AG ownership history of WHEELER REAL ESTATE INVT TR
ValueSharesWeighting
Q3 2023$1,106
+458.6%
737
+494.4%
0.00%
Q2 2023$198
-60.5%
124
-60.3%
0.00%
Q1 2023$501
-6.2%
312
-11.1%
0.00%
Q4 2022$534
-46.6%
351
+328.0%
0.00%
Q1 2022$1,00082
+70.8%
0.00%
Q4 2021$0
-100.0%
48
-95.9%
0.00%
Q2 2020$8,000
-42.9%
1,164
-49.3%
0.00%
Q1 2020$14,000
-53.3%
2,294
-15.4%
0.00%
Q4 2019$30,000
+400.0%
2,713
+461.7%
0.00%
Q3 2019$6,0000.0%483
+16.1%
0.00%
Q2 2019$6,000
-84.2%
416
-85.7%
0.00%
Q1 2019$38,000
+322.2%
2,901
+148.8%
0.00%
Q4 2018$9,000
-70.0%
1,166
-27.4%
0.00%
Q3 2018$30,000
-16.7%
1,607
-36.1%
0.00%
Q1 2018$36,000
+140.0%
2,515
+265.6%
0.00%
Q2 2017$15,000
+114.3%
688
+129.3%
0.00%
Q1 2017$7,000
+16.7%
300
+1.0%
0.00%
Q2 2016$6,000
-82.9%
297
-83.4%
0.00%
Q1 2016$35,000
-52.1%
1,788
-44.9%
0.00%
Q4 2015$73,000
-63.1%
3,245
-61.9%
0.00%
Q3 2015$198,000
+1550.0%
8,515
+1592.8%
0.00%
Q2 2015$12,000
+9.1%
503
+5.5%
0.00%
Q1 2015$11,0004770.00%
Other shareholders
WHEELER REAL ESTATE INVT TR shareholders Q3 2023
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