Wheeler REIT Inc. (whlr 9 Perp B)Preferred / convertible
13F holders, Q2 2024 (June 30)2holders −6
0new positions
7sold out
$2.25avg. 13F price*
At the end of Q2 2024, 2 institutions reported holding Wheeler REIT Inc. (whlr 9 Perp B) in their 13F filings, down 6 from Q1 2024. 0 opened new positions and 7 sold out. The largest holders were Stilwell Value LLC ($1.8M) and Lowe Wealth Advisors, LLC ($2K).
- Company
- Wheeler REIT Inc. (whlr 9 Perp B)
- CUSIP
- 963025309
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 7 | $726K |
All 13F filers, Q1 2024 → Q2 2024: 436,417 shares sold, net −436,417 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Stilwell Value LLC | — | No change | 817,085 | $1.8M |
| Lowe Wealth Advisors, LLC | — | No change | 700 | $2K |
"% of holder's portfolio" is WHEELER REIT INC (WHLR 9 PERP B)'s weight in each manager's 13F, not the share of Wheeler REIT Inc. (whlr 9 Perp B) the manager owns.