Wheeler Real Estate Invt TR

CUSIP: 963025861 | 9 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q2 2024

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Stilwell Value LLCA282,596

2.3% of portfolio$4.4M

Bandera Partners LLC20,294

0.1% of portfolio$315.2K

Morgan Stanley1,374

0.0% of portfolio$21.3K

Tower Research Capital LLC (TRC)347

0.0% of portfolio$5.4K

Qube Research & Technologies Ltd285

0.0% of portfolio$4.4K

Bank of America Corp64

0.0% of portfolio$994

JPMorgan Chase & Co1

0.0% of portfolio$16

Colonial Trust Advisors1

0.0% of portfolio$16

Proequities, Inc.0

0.0% of portfolio$0

				Style	Turnover	Location	Filed
Stilwell Value LLCActivist	282,596	$4.4M	2.3%	Value	Very Low	New York, NY	2024-08-13
Bandera Partners LLC	20,294	$315.2K	0.1%	Deep Value	Very Low	Brooklyn, NY	2024-08-12
Morgan Stanley	1,374	$21.3K	0.0%	Core	Low	New York, NY	2025-05-14
Tower Research Capital LLC (TRC)	347	$5.4K	0.0%	GARP	Very High	New York, NY	2024-08-13
Qube Research & Technologies Ltd	285	$4.4K	0.0%	Value	Very High	London, United Kingdom	2024-08-14
Bank of America Corp	64	$994	0.0%	Core	Low	Charlotte, NC	2024-08-14
JPMorgan Chase & Co	1	$16	0.0%	Growth	Medium	New York, NY	2024-12-26
Colonial Trust Advisors	1	$16	0.0%	Core	Very Low	Spartanburg, SC	2024-08-14
Proequities, Inc.	0	$0	0.0%	Growth	Very Low	Birmingham, AL	2024-07-23