Wheeler Real Estate Invt TR
13F holders, Q2 2024 (June 30)8holders
$15.53avg. 13F price*
At the end of Q2 2024, 8 institutions reported holding Wheeler Real Estate Invt TR in their 13F filings. The largest holders were Stilwell Value LLC ($4.4M), Bandera Partners LLC ($315K) and Morgan Stanley ($21K).
- Company
- Wheeler Real Estate Invt TR
- CUSIP
- 963025861
- Latest filing quarter
- Q2 2024
Total Exit/New Position Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $4.7M |
| Exits | 0 | $0 |
Ownership 8 holders
| Stilwell Value LLC | 3.49% | New | 282,596 | $4.4M |
| Bandera Partners LLC | 0.11% | New | 20,294 | $315K |
| Morgan Stanley | 0.00% | New | 1,374 | $21K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 347 | $5K |
| Qube Research & Technologies Ltd | 0.00% | New | 285 | $4K |
| Bank of America Corp. | 0.00% | New | 64 | $994 |
| JPMorgan Chase & Co. | 0.00% | New | 1 | $16 |
| Colonial Trust Advisors | 0.00% | New | 1 | $16 |
"% 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.