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 2024
Institutional positions in Wheeler Real Estate Investment Trust, Inc. as of Dec 31, 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
- 6
- +1 vs. Q3 2024
- Shares held
- 64.0K
- −58.5K (−47.8%) vs. Q3 2024
- Total value
- $215.7K
- −$775.7K (−78.2%) vs. Q3 2024
- New holders
- 2
- 2 more added
- Sold out
- 1
- 2 more reduced
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Wheeler Real Estate Investment Trust, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Stilwell Value LLC | 47,093 | $158.7K | 0.08% | −47,102−50.0% | Reduced |
| UBS Group AG | 10,759 | $36.3K | 0.00% | +10,759 | New |
| Bandera Partners LLC | 3,382 | $11.4K | 0.00% | −3,403−50.2% | Reduced |
| Tower Research Capital LLC (TRC) | 2,595 | $8.74K | 0.00% | +1,625+167.5% | Added |
| Park Square Financial Group, LLC | 166 | $559 | 0.00% | +166 | New |
| Bank of America Corp | 4 | $13 | 0.00% | +3+300.0% | Added |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −20,596−100.0% | Sold out |