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Wheeler Real Estate Invt Tr cv pfd ser b shares owned by LPL Financial

Quarter-by-quarter ownership of Wheeler Real Estate Invt Tr cv pfd ser b (WHLRP) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in Wheeler Real Estate Invt Tr cv pfd ser b

Tip: Access up to 7 years of quarterly data

All positions including Wheeler Real Estate Invt Tr cv pfd ser b held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wheeler Real Estate Invt Tr cv pfd ser b by LPL Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $97k 23k 4.23
2025-06-30 $91k 23k 3.96
2024-12-31 $70k 23k 3.05

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Top funds holding Wheeler Real Estate Invt Tr cv pfd ser b

Stilwell Value
Magnetar Financial
Ursa Fund Management
Highland Capital Management Fund Advisors
Wolverine Asset Management
Krilogy Financial
LPL Financial
Susquehanna International
Clear Street
Advisor Group Holdings
UBS Group

View all funds holding Wheeler Real Estate Invt Tr cv pfd ser b