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.
Q4 2023 vs. Q3 2023
How the institutions holding Wheeler Real Estate Investment Trust, Inc. changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Q4 2023 | Change |
|---|---|---|---|
| Holders | 14 | 19 | +5 |
| Shares | 166.1K | 23.9M | +23.7M (+14,300.5%) |
| Value | $544.7K | $7.30M | +$6.75M (+1,239.6%) |
New holders (9)
Institutions that held Wheeler Real Estate Investment Trust, Inc. at the end of Q4 2023 but not at the end of Q3 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Bandera Partners LLC | 2,435,309 | $742.8K | 0.25% |
| Geode Capital Management, LLC | 148,599 | $45.3K | 0.00% |
| Virtu Financial LLC | 129,608 | $40.0K | 0.00% |
| Millennium Management LLC | 113,557 | $34.6K | 0.00% |
| HRT Financial LP | 64,249 | $19.0K | 0.00% |
| UBS Group AG | 50,548 | $15.4K | 0.00% |
| Susquehanna International Group, LLP | 33,115 | $10.1K | 0.00% |
| StoneX Group Inc. | 24,981 | $7.62K | 0.00% |
| Bank of America Corp | 1,485 | $453 | 0.00% |
Sold out (4)
Institutions that held Wheeler Real Estate Investment Trust, Inc. at the end of Q3 2023 and filed for Q4 2023 without it.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| JPMorgan Chase & Co | 362 | $1.19K |
| Nisa Investment Advisors, LLC | 250 | $820 |
| Morgan Stanley | 1 | $3 |
| NBC Securities, Inc. | 80 | $0 |