Wheeler Real Estate Invt TR
13F holders, Q1 2025 (March 31)6holders
$3.16avg. 13F price*
At the end of Q1 2025, 6 institutions reported holding Wheeler Real Estate Invt TR in their 13F filings. The largest holders were UBS Group AG ($41K), Stilwell Value LLC ($7K) and Tower Research Capital LLC (TRC) ($3K).
- Company
- Wheeler Real Estate Invt TR
- CUSIP
- 963025820
- Latest filing quarter
- Q1 2025
Total Exit/New Position Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $52K |
| Exits | 0 | $0 |
Ownership 6 holders
| UBS Group AG | 0.00% | New | 13,077 | $41K |
| Stilwell Value LLC | 0.01% | New | 2,351 | $7K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 792 | $3K |
| Morgan Stanley | 0.00% | New | 83 | $262 |
| Park Square Financial Group, LLC | 0.00% | New | 8 | $25 |
| JPMorgan Chase & Co. | 0.00% | New | 1 | $3 |
"% of holder's portfolio" is WHEELER REAL ESTATE INVT TR's weight in each manager's 13F, not the share of Wheeler Real Estate Invt TR the manager owns.