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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 2 open-market purchases and 3 sales; 5 institutions reported holding it in 13F filings for Q2 2026, worth $136.9K in total; no superinvestor holds it.

Other share classesWHLRDWHLRLWHLRP

Q3 2023 vs. Q2 2023

How the institutions holding Wheeler Real Estate Investment Trust, Inc. changed between Q2 2023 and Q3 2023.

All holders in Q3 2023All holders in Q2 2023

13F holders of WHLR: Q2 2023 compared with Q3 2023
MeasureQ2 2023Q3 2023Change
Holders2014−6
SharesConverted for a 1-for-10 split245.7K166.1K−79.6K (−32.4%)
Value$1.51M$544.7K−$968.3K (−64.0%)

New holders (3)

Institutions that held Wheeler Real Estate Investment Trust, Inc. at the end of Q3 2023 but not at the end of Q2 2023.

Institutions new to WHLR in Q3 2023
InstitutionSharesValue% of portfolio
JPMorgan Chase & Co362$1.19K0.00%
Colonial Trust Advisors200$6560.00%
NBC Securities, Inc.80$00.00%

Sold out (9)

Institutions that held Wheeler Real Estate Investment Trust, Inc. at the end of Q2 2023 and filed for Q3 2023 without it.

Institutions that sold out of WHLR in Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Krilogy Financial LLC635,000$391.2K
Geode Capital Management, LLC72,963$44.9K
Steamboat Capital Partners, LLC48,223$29.7K
State Street Corp46,796$28.8K
Jane Street Group, LLC16,376$10.1K
Northern Trust Corp12,511$7.71K
Millennium Management LLC11,632$7.17K
Wolverine Asset Management LLC5,269$3.25K
Amundi1,241$730