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, Q2 2024
Institutional positions in Wheeler Real Estate Investment Trust, Inc. as of Jun 30, 2024. 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
- 8
- −10 vs. Q1 2024
- Shares held
- 305.0K
- −1.04K (−0.3%) vs. Q1 2024Converted for a 1-for-120 split
- Total value
- $4.74M
- −$1.03M (−17.8%) vs. Q1 2024
- New holders
- 2
- 2 more added
- Sold out
- 12
- 2 more reduced
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Wheeler Real Estate Investment Trust, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Stilwell Value LLC | 282,596 | $4.39M | 2.29% | 00.0% | UnchangedConverted for a 1-for-120 split |
| Bandera Partners LLC | 20,294 | $315.2K | 0.11% | 00.0% | UnchangedConverted for a 1-for-120 split |
| Morgan Stanley | 1,374 | $21.3K | 0.00% | +1,374 | New |
| Tower Research Capital LLC (TRC) | 347 | $5.39K | 0.00% | +309+818.6% | AddedConverted for a 1-for-120 split |
| Qube Research & Technologies Ltd | 285 | $4.43K | 0.00% | +285 | New |
| Bank of America Corp | 64 | $994 | 0.00% | −20−24.1% | ReducedConverted for a 1-for-120 split |
| Colonial Trust Advisors | 1 | $16 | 0.00% | −1−40.0% | ReducedConverted for a 1-for-120 split |
| JPMorgan Chase & Co | 1 | $16 | 0.00% | +1+3,900.0% | AddedConverted for a 1-for-120 split |
| Geode Capital Management, LLC | 0 | $0 | 0.00% | −1,400−100.0% | Sold outConverted for a 1-for-120 split |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −594−100.0% | Sold outConverted for a 1-for-120 split |
| HRT Financial LP | 0 | $0 | 0.00% | −500−100.0% | Sold outConverted for a 1-for-120 split |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −190−100.0% | Sold outConverted for a 1-for-120 split |
| Vanguard Group Inc | 0 | $0 | 0.00% | −121−100.0% | Sold outConverted for a 1-for-120 split |
| Change Path, LLC | 0 | $0 | 0.00% | −125−100.0% | Sold outConverted for a 1-for-120 split |
| UBS Group AG | 0 | $0 | 0.00% | −27−100.0% | Sold outConverted for a 1-for-120 split |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −17−100.0% | Sold outConverted for a 1-for-120 split |
| Wells Fargo & Company | 0 | $0 | 0.00% | −3−100.0% | Sold outConverted for a 1-for-120 split |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold outConverted for a 1-for-120 split |
| Royal Bank of Canada | 0 | $0 | 0.00% | −0−100.0% | Sold outConverted for a 1-for-120 split |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold outConverted for a 1-for-120 split |