Wheeler Real Estate Investment Trust, Inc.
WHLRD- Exchange
- Nasdaq
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001527541
In the last 90 days, Wheeler Real Estate Investment Trust, Inc. insiders filed 3 open-market purchases and 2 sales; no institution reported holding it in 13F filings for Q2 2026; no superinvestor holds it.
13F holders, Q4 2022
Institutional positions in Wheeler Real Estate Investment Trust, Inc. as of Dec 31, 2022. 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
- 12
- −1 vs. Q3 2022
- Shares held
- 1.51M
- +92.2K (+6.5%) vs. Q3 2022
- Total value
- $19.3M
- +$2.88M (+17.5%) vs. Q3 2022
- New holders
- 4
- 0 more added
- Sold out
- 5
- 2 more reduced
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WHLRD 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 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 0 | $0 |
| Q3 2025 | 0 | $0 |
| Q2 2025 | 0 | $0 |
| Q1 2025 | 0 | $0 |
| Q4 2024 | 1 | $1.18M |
| Q3 2024 | 1 | $919.0K |
| Q2 2024 | 1 | $1.60M |
| Q1 2024 | 1 | $2.10M |
| Q4 2023 | 2 | $3.42M |
| Q3 2023 | 5 | $11.8M |
| Q2 2023 | 13 | $20.5M |
| Q1 2023 | 13 | $19.2M |
| Q4 2022 | 12 | $19.3M |
| Q3 2022 | 13 | $16.5M |
| Q2 2022 | 16 | $19.2M |
| Q1 2022 | 16 | $20.4M |
| Q4 2021 | 16 | $17.1M |
| Q3 2021 | 1 | $1.00M |
| Q2 2021 | 1 | $1.25M |
| Q1 2021 | 1 | $2.45M |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Wheeler Real Estate Investment Trust, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 68 | $1.00K | 0.00% | −875−92.8% | Reduced |
| UBS Group AG | 391 | $5.02K | 0.00% | +391 | New |
| Clear Street Markets LLC | 1,086 | $14.0K | 0.00% | +1,086 | New |
| Magnetar Financial LLC | 16,439 | $211.0K | 0.00% | 00.0% | Unchanged |
| Burgundy Asset Management Ltd. | 40,600 | $521.0K | 0.01% | 00.0% | Unchanged |
| Highland Capital Management Fund Advisors, L.P. | 47,300 | $607.3K | 0.05% | 00.0% | Unchanged |
| Stilwell Value LLC | 86,150 | $1.11M | 0.83% | 00.0% | Unchanged |
| Bandera Partners LLC | 152,885 | $1.96M | 0.93% | +152,885 | New |
| Almitas Capital LLC | 165,197 | $2.12M | 0.98% | +165,197 | New |
| JCP Investment Management, LLC | 276,252 | $3.55M | 2.99% | −29,631−9.7% | Reduced |
| Magnolia Group, LLC | 327,662 | $4.20M | 0.57% | 00.0% | Unchanged |
| Steamboat Capital Partners, LLC | 392,716 | $5.04M | 2.05% | 00.0% | Unchanged |
| FMR LLC | 0 | $0 | 0.00% | −111,768−100.0% | Sold out |
| Corbin Capital Partners, L.P. | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Third Avenue Management LLC | 0 | $0 | 0.00% | −24,000−100.0% | Sold out |
| New York Life Investments Alternatives | 0 | $0 | 0.00% | −21,067−100.0% | Sold out |
| Wells Fargo & Company | 0 | $0 | 0.00% | −1−100.0% | Sold out |