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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 963025887

WHEELER REAL ESTATE INVT TR

24 institutions · $5.8M total · 36,774,105 shares

#ManagerSharesValue% of TotalPeriod
1Stilwell Value LLC33,912,371$5.3M92.21%2024-03-31
2Bandera Partners LLC2,435,309$382.3K6.62%2024-03-31
3GEODE CAPITAL MANAGEMENT, LLC167,965$26.4K0.45%2024-03-31
4BlackRock Inc.4,774$15.7K0.01%2023-12-31
5JANE STREET GROUP, LLC71,336$11.2K0.19%2024-03-31
6StoneX Group Inc.24,981$7.6K0.06%2025-06-30
7VANGUARD GROUP INC12,815$3.9K0.03%2024-03-31
8GOLDMAN SACHS GROUP INC22,829$3.6K0.06%2024-03-31
9BANK OF AMERICA CORP /DE/10,115$1.6K0.02%2024-03-31
10NISA INVESTMENT ADVISORS, LLC250$8200.00%2023-12-31
11Tower Research Capital LLC (TRC)4,533$7120.01%2024-03-31
12UBS Group AG3,216$5050.00%2024-03-31
13CHILTON CAPITAL MANAGEMENT LLC2,000$3140.00%2024-03-31
14RENAISSANCE TECHNOLOGIES LLC25,841$850.07%2023-12-31
15WELLS FARGO & COMPANY/MN351$550.00%2024-03-31
16Colonial Trust Advisors200$310.00%2024-03-31
17ADVISOR GROUP HOLDINGS, INC.136$210.00%2024-03-31
18HRT FINANCIAL LP59,956$90.16%2024-03-31
19MORGAN STANLEY1$30.00%2023-12-31
20CreativeOne Wealth, LLC15,041$20.04%2024-03-31
21NBC SECURITIES, INC.80$10.00%2024-03-31
22CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2024-03-31
23Royal Bank of Canada2$00.00%2024-09-30
24JPMORGAN CHASE & CO3$00.00%2024-12-31