Wheeler Real Estate Invt TR
13F holders, Q4 2024 (December 31)5holders
$3.37avg. 13F price*
At the end of Q4 2024, 5 institutions reported holding Wheeler Real Estate Invt TR in their 13F filings. The largest holders were UBS Group AG ($36K), Bandera Partners LLC ($11K) and Tower Research Capital LLC (TRC) ($9K).
- Company
- Wheeler Real Estate Invt TR
- CUSIP
- 963025846
- Latest filing quarter
- Q4 2024
Total Exit/New Position Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $56K |
| Exits | 0 | $0 |
Ownership 5 holders
| UBS Group AG | 0.00% | New | 10,759 | $36K |
| Bandera Partners LLC | 0.00% | New | 3,382 | $11K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 2,595 | $9K |
| Park Square Financial Group, LLC | 0.00% | — | 166 | $559 |
| Bank of America Corp. | 0.00% | New | 4 | $13 |
"% 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.