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Livermore
Livermore
ZHEN

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.

Other share classesWHLRDWHLRLWHLRP

Holders of 5% or more of WHLR

Holders whose latest Schedule 13D or 13G filing reports 5% or more of Wheeler Real Estate Investment Trust, Inc., largest stake first. The change is against the holder's previous filing.

Holders of 5% or more of WHLR
HolderLatest formStakeChangeFirst filedLatest filingFiling
Stilwell Joseph13D/A49.99%2.43M shares0.00 ppfrom 49.99%Jun 13, 20253 filingsAug 19, 2026SEC
Magnetar Financial LLC13G/A45.00%1.20M shares0.00 ppfrom 45.00%Mar 3, 20262 filingsMay 15, 2026SEC
Magnetar Financial LLC13G/A45.00%686.4K shares–Aug 14, 20261 filingAug 14, 2026SEC
Magnetar Financial LLC13G/A9.80%206.0K shares–Feb 17, 20261 filingFeb 17, 2026SEC
AY2 Capital LLC13G/A9.80%142.6K shares–Feb 14, 20251 filingFeb 14, 2025SEC
Magnetar Financial LLC13G/A9.80%118.9K shares0.00 ppfrom 9.80%Feb 14, 20253 filingsAug 14, 2025SEC
Magnetar Financial LLC13G/A9.80%102.9K shares–Nov 14, 20251 filingNov 14, 2025SEC

Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.

13D and 13G filings

20 Schedule 13D and 13G filings on Wheeler Real Estate Investment Trust, Inc., newest first, including old-format filings without a stake.

Schedule 13D and 13G filings on WHLR
Filed (ET)FilerFormStakeChangeEvent dateFiling
Aug 19, 20267:24 PM ETStilwell Josephand 5 others13D/A49.99%2.43M shares0.00 ppfrom 49.99%Aug 17, 2026SEC
Aug 14, 20264:10 PM ETMagnetar Financial LLCand 3 others13G/A45.00%686.4K shares–Jun 30, 2026SEC
May 15, 20264:26 PM ETMagnetar Financial LLCand 3 others13G/A45.00%1.20M shares0.00 ppfrom 45.00%Mar 31, 2026SEC
Mar 3, 20266:32 PM ETMagnetar Financial LLCand 3 others13G/A45.00%1.06M shares–Feb 28, 2026SEC
Feb 17, 20264:26 PM ETMagnetar Financial LLCand 3 others13G/A9.80%206.0K shares–Dec 31, 2025SEC
Nov 24, 20258:34 PM ETStilwell Josephand 5 others13D/A49.99%1.27M shares0.00 ppfrom 49.99%Nov 20, 2025SEC
Nov 14, 20254:48 PM ETMagnetar Financial LLCand 3 others13G/A9.80%102.9K shares–Sep 30, 2025SEC
Oct 2, 20256:30 PM ETDiveroli Investment Group LLCand 1 other13D/A0.00%0 shares−9.48 ppfrom 9.48%Below 5%Sep 10, 2025SEC
Sep 2, 20256:19 PM ETDiveroli Investment Group LLCand 1 other13D9.48%203.0K sharesNewAug 28, 2025SEC
Aug 14, 20255:28 PM ETMagnetar Financial LLCand 3 others13G/A9.80%118.9K shares0.00 ppfrom 9.80%Jun 30, 2025SEC
Jun 13, 20259:46 PM ETStilwell Josephand 5 others13D/A49.99%556.9K shares–Jun 11, 2025SEC
May 15, 20254:32 PM ETMagnetar Financial LLCand 3 others13G/A9.80%64.0K shares0.00 ppfrom 9.80%Mar 31, 2025SEC
Feb 14, 20254:30 PM ETAY2 Capital LLCand 4 others13G/A9.80%142.6K shares–Dec 31, 2024SEC
Feb 14, 202512:25 PM ETMagnetar Financial LLCand 3 others13G/A9.80%142.6K shares–Dec 31, 2024SEC
Mar 24, 2021JCP Investment Management, LLC13D/AOld format–––SEC
Feb 16, 2021Steamboat Capital Partners, LLC13GOld format–––SEC
Feb 16, 2021Steamboat Capital Partners, LLC13GOld format–New–SEC
Feb 12, 2021Morgan Stanley13G/AOld format–––SEC
Feb 8, 2021Calm Waters Partnership13G/AOld format–––SEC
Jan 27, 2021Eidelman Virant Capital13GOld format–New–SEC

Form 144: proposed insider sales

Notices from officers, directors and other affiliates planning to sell Wheeler Real Estate Investment Trust, Inc. shares.

No Form 144 notices for Wheeler Real Estate Investment Trust, Inc. are on file.