WHEELER REAL ESTATE INVT TR's ticker is WHLRP and the CUSIP is 963025309. A total of 16 filers reported holding WHEELER REAL ESTATE INVT TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $311,000 | -76.1% | 28,959 | -66.6% | 0.01% | -75.0% |
| Q2 2021 | $1,302,000 | -42.0% | 86,806 | -57.5% | 0.03% | -37.8% |
| Q1 2021 | $2,246,000 | +15.4% | 204,204 | +36.3% | 0.04% | +2.3% |
| Q4 2020 | $1,947,000 | +87.2% | 149,792 | +43.7% | 0.04% | +46.7% |
| Q3 2020 | $1,040,000 | +76.3% | 104,259 | +31.7% | 0.03% | +76.5% |
| Q2 2020 | $590,000 | +107.7% | 79,136 | +72.1% | 0.02% | +70.0% |
| Q1 2020 | $284,000 | -17.7% | 45,977 | +46.4% | 0.01% | +25.0% |
| Q4 2019 | $345,000 | -7.5% | 31,395 | 0.0% | 0.01% | -11.1% |
| Q3 2019 | $373,000 | -14.4% | 31,395 | 0.0% | 0.01% | -10.0% |
| Q2 2019 | $436,000 | -46.6% | 31,395 | -50.0% | 0.01% | 0.0% |
| Q1 2019 | $816,000 | – | 62,790 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Orinda Asset Management LLC | 244,600 | $5,885,000 | 5.04% |
| Diligent Investors, LLC | 49,675 | $1,192,000 | 0.91% |
| Forward Management, LLC | 390,000 | $9,399,000 | 0.79% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 27,480 | $656,000 | 0.01% |
| Commonwealth Equity Services, Inc | 19,400 | $463,000 | 0.00% |
| Creative Planning | 21,619 | $516,000 | 0.00% |
| IFP Advisors, Inc | 500 | $12,000 | 0.00% |
| Advisor Group, Inc. | 750 | $18,000 | 0.00% |
| UBS Group AG | 300 | $7,000 | 0.00% |
| Tower Research Capital LLC (TRC) | 100 | $2,000 | 0.00% |