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Wheeler Real Estate Invt TR

CUSIP: 963025820 | 7 institutional holders

Quarters

Q1 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q1 2025

UBS Group AG13,077
0.0% of portfolio›$41.3K
Stilwell Value LLCA2,351
0.0% of portfolio›$7.4K
Tower Research Capital LLC (TRC)792
0.0% of portfolio›$2.5K
Morgan Stanley83
0.0% of portfolio›$262
Park Square Financial Group, LLC8
0.0% of portfolio›$25
JPMorgan Chase & Co1
0.0% of portfolio›$3
Proequities, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
UBS Group AG
13,077$41.3K0.0%CoreMediumZurich, Switzerland2025-05-13
Stilwell Value LLCActivist
2,351$7.4K0.0%ValueVery LowNew York, NY2025-05-14
Tower Research Capital LLC (TRC)
792$2.5K0.0%GARPVery HighNew York, NY2025-05-15
Morgan Stanley
83$2620.0%CoreLowNew York, NY2025-05-15
Park Square Financial Group, LLC
8$250.0%ETFMediumRoswell, GA2025-05-01
JPMorgan Chase & Co
1$30.0%GrowthMediumNew York, NY2025-05-12
Proequities, Inc.
0$00.0%GrowthVery LowBirmingham, AL2025-05-14