Wheeler Real Estate Invt TR
13F holders, Q1 2024 (March 31)18holders
$0.16avg. 13F price*
At the end of Q1 2024, 18 institutions reported holding Wheeler Real Estate Invt TR in their 13F filings. The largest holders were Stilwell Value LLC ($5.3M), Bandera Partners LLC ($382K) and Geode Capital Management, LLC ($26K).
- Company
- Wheeler Real Estate Invt TR
- CUSIP
- 963025887
- Latest filing quarter
- Q1 2024
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $18K |
| Exits | 6 | $100K |
Ownership 18 holders
| Stilwell Value LLC | 4.09% | Add +62.5% | 33,912,371 | $5.3M |
| Bandera Partners LLC | 0.15% | No change | 2,435,309 | $382K |
| Geode Capital Management, LLC | 0.00% | Add +13.0% | 167,965 | $26K |
| Jane Street Group, LLC | 0.00% | New | 71,336 | $11K |
| HRT Financial LP | 0.00% | Reduce -6.7% | 59,956 | $9K |
| Goldman Sachs Group Inc. | 0.00% | New | 22,829 | $4K |
| Vanguard Group Inc. | 0.00% | Add +13.0% | 14,483 | $2K |
| CreativeOne Wealth, LLC | 0.00% | New | 15,041 | $2K |
| Bank of America Corp. | 0.00% | Add +581.1% | 10,115 | $2K |
| Lanark Financial, Inc. | 0.00% | New | 80 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +21.0% | 4,533 | $712 |
| UBS Group AG | 0.00% | Reduce -93.6% | 3,216 | $505 |
| Chilton Capital Management LLC | 0.00% | No change | 2,000 | $314 |
| Wells Fargo & Company | 0.00% | Add +158.8% | 352 | $55 |
| Colonial Trust Advisors | 0.00% | No change | 200 | $31 |
| Osaic Holdings, Inc. | 0.00% | Reduce -9.3% | 136 | $21 |
| JPMorgan Chase & Co. | 0.00% | New | 3 | $0 |
| Royal Bank of Canada | 0.00% | No change | 2 | $0 |
"% 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.