Wheeler Real Estate Investment Trust, Inc.
WHLR- Exchange
- Nasdaq
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001527541
In the last 90 days, Wheeler Real Estate Investment Trust, Inc. insiders filed 4 open-market purchases and 2 sales; 5 institutions reported holding it in 13F filings for Q2 2026, worth $136.9K in total; no superinvestor holds it.
13F holders, Q4 2022
Institutional positions in Wheeler Real Estate Investment Trust, Inc. as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 20
- +2 vs. Q3 2022
- Shares held
- 2.35M
- +534.7K (+29.4%) vs. Q3 2022
- Total value
- $3.27M
- +$911.6K (+38.7%) vs. Q3 2022
- New holders
- 5
- 3 more added
- Sold out
- 3
- 5 more reduced
1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WHLR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 5 | $136.9K |
| Q1 2026 | 6 | $188.6K |
| Q4 2025 | 10 | $323.7K |
| Q3 2025 | 5 | $685.7K |
| Q2 2025 | 5 | $3.36M |
| Q1 2025 | 6 | $51.5K |
| Q4 2024 | 6 | $215.7K |
| Q3 2024 | 5 | $991.4K |
| Q2 2024 | 8 | $4.74M |
| Q1 2024 | 18 | $5.76M |
| Q4 2023 | 19 | $7.30M |
| Q3 2023 | 14 | $544.7K |
| Q2 2023 | 20 | $1.51M |
| Q1 2023 | 19 | $3.11M |
| Q4 2022 | 20 | $3.27M |
| Q3 2022 | 19 | $3.24M |
| Q2 2022 | 20 | $6.38M |
| Q1 2022 | 20 | $5.94M |
| Q4 2021 | 20 | $5.30M |
| Q3 2021 | 21 | $8.24M |
| Q2 2021 | 21 | $14.3M |
| Q1 2021 | 15 | $9.30M |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Wheeler Real Estate Investment Trust, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of America Corp | 6 | $8 | 0.00% | +6 | New |
| Morgan Stanley | 12 | $17 | 0.00% | −1−7.7% | Reduced |
| Wells Fargo & Company | 41 | $57 | 0.00% | +1+2.5% | Added |
| Amundi | 1,241 | $2.05K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,708 | $2.34K | 0.00% | +1,708 | New |
| Nisa Investment Advisors, LLC | 2,889 | $4.00K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,514 | $4.00K | 0.00% | +18+0.7% | Added |
| Bessemer Group Inc | 4,862 | $7.00K | 0.00% | +4,862 | New |
| Wolverine Asset Management LLC | 5,269 | $7.36K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 12,511 | $17.5K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 21,742 | $30.4K | 0.00% | −1,816−7.7% | Reduced |
| Chilton Capital Management LLC | 40,000 | $54.8K | 0.00% | +15,000+60.0% | Added |
| State Street Corp | 46,796 | $64.1K | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 48,485 | $67.7K | 0.00% | 00.0% | Unchanged |
| Steamboat Capital Partners, LLC | 50,000 | $69.8K | 0.03% | +50,000 | New |
| Geode Capital Management, LLC | 72,963 | $99.0K | 0.00% | −171−0.2% | Reduced |
| Renaissance Technologies LLC | 102,246 | $143.0K | 0.00% | −8,300−7.5% | Reduced |
| Vanguard Group Inc | 262,477 | $366.5K | 0.00% | −17,893−6.4% | Reduced |
| Krilogy Financial LLC | 497,000 | $680.9K | 0.06% | +497,000 | New |
| Stilwell Value LLC | 1,181,336 | $1.65M | 1.24% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −116−100.0% | Sold out |
| Abound Wealth Management | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Almitas Capital LLC | 0 | $0 | 0.00% | −5,545−100.0% | Sold out |
| Eidelman Virant Capital | – | – | – | – | Not filed |