Security key
963025309
WHEELER REAL ESTATE INVT TR - CV PFD SER B (WHLRP)
CUSIP: 963025309
Q3 2022 13F Holders as of 30 Sep 2022
- Security type / class
- Equity / CV PFD SER B
- Total 13F shares
- 524,316
- Total 13F value
- $1,206,000
- Share change
- -327,746
- SEC-reported price per share
- $2.30
- Number of holders
- 10
- Value change
- -$1,679,938
- Number of buys
- 2
- Number of sells
- 4
Report period
Q3 2022
Institutions
10
Top holders
10
WHLRP full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2025
Wheeler Real Estate Investment Trust, Inc. SEC filings
Wheeler Real Estate Investment Trust, Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 963025309
Recent filing periods:
Ownership snapshot
Top reported holders of WHLRP - WHEELER REAL ESTATE INVT TR - CV PFD SER B (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Daniel Khoshaba
Disclosed value leader
Steamboat Capital Partner...
Comparable rows
0/15
Latest evidence
30 Jun 2022
3/4/5
13F
Highest disclosed value: $6,435,000
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
Steamboat Capital Partners, LLC has the largest disclosed position value at $6.44M.
0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Steamboat Capital Partners, LLC's linked filing trail.
Disclosed position value
Top 5
Daniel Khoshaba
$313.8K
Steamboat Capital Partners, LLC
$6.44M
Stilwell Value LLC
$5.78M
MAGNOLIA GROUP, LLC
$4.34M
JCP Investment Management, LLC
$4.06M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Daniel Khoshaba |
3/4/5
Chief Executive Officer, Director, 10%+ Owner
|
—
denominator unverified
|
$313,763
1,102,084 shares
|
— | 12 May 2021 |
| Steamboat Capital Partners, LLC |
13F
Company
|
—
mixed-class rows
|
$6,435,000
613,151 shares
mixed-class rows
|
— | 30 Jun 2022 |
| Stilwell Value LLC |
13F
Company
|
—
mixed-class rows
|
$5,780,000
1,595,519 shares
mixed-class rows
|
— | 30 Jun 2022 |
| MAGNOLIA GROUP, LLC |
13F
Company
|
—
denominator unverified
|
$4,342,000
327,662 shares
|
— | 30 Jun 2022 |
| JCP Investment Management, LLC |
13F
Company
|
—
denominator unverified
|
$4,056,000
305,883 shares
|
— | 30 Jun 2022 |
| Eidelman Virant Capital |
13F
Company
|
—
mixed-class rows
|
$1,797,000
689,176 shares
mixed-class rows
|
— | 30 Jun 2022 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q3 2022
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
10
Shares
524,316
Rows available
10
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q3 2022 vs Q2 2026 Across Filers
Q2 2026 holders
9
Q3 2022 holders
10
Holder diff
1
| Investor | Q2 2026 Shares | Q3 2022 Shares | Share Diff | Share Chg % | Q2 2026 value | Q3 2022 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend