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Wheeler Real Estate Invt TR

CUSIP: 963025887 | 27 institutional holders

Quarters

Q1 2024Q4 2023Q3 2023
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q1 2024

Stilwell Value LLCA33,912,371
2.8% of portfolio›$5.3M
Bandera Partners LLC2,435,309
0.1% of portfolio›$382.3K
Geode Capital Management, LLC167,965
0.0% of portfolio›$26.4K
Jane Street Group, LLC71,336
0.0% of portfolio›$11.2K
HRT Financial LP59,956
0.0% of portfolio›$9
Goldman Sachs Group Inc22,829
0.0% of portfolio›$3.6K
CreativeOne Wealth, LLC15,041
0.0% of portfolio›$2
Vanguard Group Inc14,483
0.0% of portfolio›$2.3K
Tower Research Capital LLC (TRC)4,533
0.0% of portfolio›$712
UBS Group AG3,216
0.0% of portfolio›$505
Chilton Capital Management LLC2,000
0.0% of portfolio›$314
Wells Fargo & Company352
0.0% of portfolio›$55
Colonial Trust Advisors200
0.0% of portfolio›$31
Osaic Holdings, Inc.136
0.0% of portfolio›$21
Lanark Financial, Inc.80
0.0% of portfolio›$1
JPMorgan Chase & Co3
0.0% of portfolio›$0
Royal Bank of Canada2
0.0% of portfolio›$0
Proequities, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Stilwell Value LLCActivist
33,912,371$5.3M2.8%ValueVery LowNew York, NY2024-05-08
Bandera Partners LLC
2,435,309$382.3K0.1%Deep ValueVery LowBrooklyn, NY2024-05-14
Geode Capital Management, LLC
167,965$26.4K0.0%IndexVery LowBoston, MA2024-05-13
Jane Street Group, LLC
71,336$11.2K0.0%CoreVery HighNew York, NY2024-05-16
HRT Financial LP
59,956$90.0%GARPVery HighNew York, NY2024-05-13
Goldman Sachs Group Inc
22,829$3.6K0.0%CoreMediumNew York, NY2024-05-15
CreativeOne Wealth, LLC
15,041$20.0%ETFMediumOverland Park, KS2024-05-14
Vanguard Group Inc
14,483$2.3K0.0%N/AN/AValley Forge, PA2024-05-10
Tower Research Capital LLC (TRC)
4,533$7120.0%GARPVery HighNew York, NY2024-05-15
UBS Group AG
3,216$5050.0%CoreMediumZurich, Switzerland2024-05-13
Chilton Capital Management LLC
2,000$3140.0%GrowthMediumHouston, TX2024-05-07
Wells Fargo & Company
352$550.0%CoreLowSan Francisco, CA2024-05-10
Colonial Trust Advisors
200$310.0%CoreVery LowSpartanburg, SC2024-05-14
Osaic Holdings, Inc.
136$210.0%IndexLowScottsdale, AZ2024-05-10
Lanark Financial, Inc.
80$10.0%CoreMediumBirmingham, AL2024-04-05
JPMorgan Chase & Co
3$00.0%GrowthMediumNew York, NY2024-12-26
Royal Bank of Canada
2$00.0%CoreLowToronto, Australia2024-11-05
Proequities, Inc.
0$00.0%GrowthVery LowBirmingham, AL2024-05-01