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Livermore
Livermore
ZHEN

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 4 open-market purchases and 2 sales; no institution reported holding it in 13F filings for Q2 2026; no superinvestor holds it.

Other share classesWHLRWHLRLWHLRP

Holders of 5% or more of WHLRD

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 WHLRD
HolderLatest formStakeChangeFirst filedLatest filingFiling
Amster Howard13D/A23.50%371.4K shares–Dec 15, 20238 filingsFeb 2, 2026SEC
Ursa Fund Management, LLC13G/A13.36%315.0K shares–Nov 7, 20242 filingsMar 12, 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

3 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 WHLRD
Filed (ET)FilerFormStakeChangeEvent dateFiling
Feb 2, 20262:19 PM ETAmster Howardand 4 others13D/A23.50%371.4K shares–Jan 30, 2026SEC
Mar 12, 202512:06 PM ETUrsa Fund Management, LLCand 4 others13G/A13.36%315.0K shares–Oct 31, 2024SEC
Jan 8, 20253:58 PM ETMagnolia Capital Fund, LPand 2 others13G/A0.00%0 shares–Below 5%Dec 31, 2024SEC

Form 144: proposed insider sales

1 notice from officers, directors and other affiliates planning to sell Wheeler Real Estate Investment Trust, Inc. shares, newest first.

Form 144 notices for WHLRD
Filed (ET)SellerShares to sellMarket valuePlanned saleBrokerFiling
Jun 1, 20232:45 PM ETCampbell Kerry G.Director6.27K$7.15KJun 1, 2023CHARLES SCHWAB CORPSEC