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WHEELER REAL ESTATE INVT TR
WHEELER REAL ESTATE INVT TR. Institutional holdings reported to the SEC.

Institutional Holders (2016Q1)
Portfolio Summary: 6 Institutional holders with a total value of $1,537,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Tower Research Capital LLC (TRC) 638 13,000 0.85%
2 UBS Group AG 1,788 35,000 2.28%
3 MORGAN STANLEY 4,600 91,000 5.92%
4 Creative Planning 21,219 419,000 27.26%
5 683 Capital Management, LLC 24,632 431,000 28.04%
6 LADENBURG THALMANN FINANCIAL SERVICES INC. 27,755 548,000 35.65%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.