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Wheeler Real Estate Invt TR

Q2 2023 vs Q3 2023

Comparing institutional holders between quarters

Quarters

Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Stilwell Value LLCA
DECREASED
Shares118,129 from 1,181,336
Change-1,063,207 (-90%)
Value$387.5K (-$340.2K)
Filed 2023-11-13
Krilogy Financial LLC
CLOSED
Shares0 from 635,000
Change-635,000 (-100%)
Value$0 (-$391.2K)
Filed 2023-11-01
Vanguard Group Inc
CLOSED
Shares0 from 248,166
Change-248,166 (-100%)
Value$0 (-$152.9K)
Filed 2023-12-18
Renaissance Technologies LLC
CLOSED
Shares0 from 101,346
Change-101,346 (-100%)
Value$0 (-$62)
Filed 2023-11-14
Geode Capital Management, LLC
CLOSED
Shares0 from 72,963
Change-72,963 (-100%)
Value$0 (-$44.9K)
Filed 2023-11-13
BlackRock Inc.
CLOSED
Shares0 from 48,485
Change-48,485 (-100%)
Value$0 (-$29.9K)
Filed 2023-11-13
Steamboat Capital Partners, LLC
CLOSED
Shares0 from 48,223
Change-48,223 (-100%)
Value$0 (-$29.7K)
Filed 2023-11-14
State Street Corp
CLOSED
Shares0 from 46,796
Change-46,796 (-100%)
Value$0 (-$28.8K)
Filed 2023-11-14
Chilton Capital Management LLC
CLOSED
Shares0 from 20,000
Change-20,000 (-100%)
Value$0 (-$12.3K)
Filed 2023-11-14
Jane Street Group, LLC
CLOSED
Shares0 from 16,376
Change-16,376 (-100%)
Value$0 (-$10.1K)
Filed 2023-11-15
Northern Trust Corp
CLOSED
Shares0 from 12,511
Change-12,511 (-100%)
Value$0 (-$7.7K)
Filed 2023-11-13
Millennium Management LLC
CLOSED
Shares0 from 11,632
Change-11,632 (-100%)
Value$0 (-$7.2K)
Filed 2023-11-14
Wolverine Asset Management LLC
CLOSED
Shares0 from 5,269
Change-5,269 (-100%)
Value$0 (-$3.2K)
Filed 2023-11-13
Tower Research Capital LLC (TRC)
CLOSED
Shares0 from 2,778
Change-2,778 (-100%)
Value$0 (-$1.7K)
Filed 2023-11-14
Nisa Investment Advisors, LLC
CLOSED
Shares0 from 2,500
Change-2,500 (-100%)
Value$0 (-$1.5K)
Filed 2023-11-02
Osaic Holdings, Inc.
CLOSED
Shares0 from 2,302
Change-2,302 (-100%)
Value$0 (-$1.4K)
Filed 2023-11-13
Amundi
CLOSED
Shares0 from 1,241
Change-1,241 (-100%)
Value$0 (-$730)
Filed 2023-11-14
Wells Fargo & Company
CLOSED
Shares0 from 43
Change-43 (-100%)
Value$0 (-$26)
Filed 2023-11-13
Royal Bank of Canada
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 ($0)
Filed 2023-11-14
Morgan Stanley
CLOSED
Shares0 from 12
Change-12 (-100%)
Value$0 (-$7)
Filed 2023-11-15
Proequities, Inc.
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2023-10-30
Status
Stilwell Value LLCA
DECREASED118,1291,181,336-1,063,207-90%$727.7K$387.5K-$340.2K2023-11-13
Krilogy Financial LLC
CLOSED0635,000-635,000-100%$391.2K$0-$391.2K2023-11-01
Vanguard Group Inc
CLOSED0248,166-248,166-100%$152.9K$0-$152.9K2023-12-18
Renaissance Technologies LLC
CLOSED0101,346-101,346-100%$62$0-$622023-11-14
Geode Capital Management, LLC
CLOSED072,963-72,963-100%$44.9K$0-$44.9K2023-11-13
BlackRock Inc.
CLOSED048,485-48,485-100%$29.9K$0-$29.9K2023-11-13
Steamboat Capital Partners, LLC
CLOSED048,223-48,223-100%$29.7K$0-$29.7K2023-11-14
State Street Corp
CLOSED046,796-46,796-100%$28.8K$0-$28.8K2023-11-14
Chilton Capital Management LLC
CLOSED020,000-20,000-100%$12.3K$0-$12.3K2023-11-14
Jane Street Group, LLC
CLOSED016,376-16,376-100%$10.1K$0-$10.1K2023-11-15
Northern Trust Corp
CLOSED012,511-12,511-100%$7.7K$0-$7.7K2023-11-13
Millennium Management LLC
CLOSED011,632-11,632-100%$7.2K$0-$7.2K2023-11-14
Wolverine Asset Management LLC
CLOSED05,269-5,269-100%$3.2K$0-$3.2K2023-11-13
Tower Research Capital LLC (TRC)
CLOSED02,778-2,778-100%$1.7K$0-$1.7K2023-11-14
Nisa Investment Advisors, LLC
CLOSED02,500-2,500-100%$1.5K$0-$1.5K2023-11-02
Osaic Holdings, Inc.
CLOSED02,302-2,302-100%$1.4K$0-$1.4K2023-11-13
Amundi
CLOSED01,241-1,241-100%$730$0-$7302023-11-14
Wells Fargo & Company
CLOSED043-43-100%$26$0-$262023-11-13
Royal Bank of Canada
CLOSED025-25-100%$0$0$02023-11-14
Morgan Stanley
CLOSED012-12-100%$7$0-$72023-11-15
Proequities, Inc.
CLOSED000—$0$0$02023-10-30
Showing 21 of 21 institutions